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Invesco S&P 500 Equal Weight Materials ETF

86 hedge funds and large institutions have $144M invested in Invesco S&P 500 Equal Weight Materials ETF in 2023 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 21 increasing their positions, 34 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 9

1% more funds holding

Funds holding: 8586 (+1)

5% more capital invested

Capital invested by funds: $138M → $144M (+$6.87M)

0.93% more ownership

Funds ownership: 47.68%48.6% (+0.93%)

38% less repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 34

Holders
86
Holders Change
+1
Holders Change %
+1.18%
% of All Funds
1.25%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
12
Increased
21
Reduced
34
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Comerica Bank
76
Comerica Bank
Texas
$23.5K
US Bancorp
77
US Bancorp
Minnesota
$20.7K
Northwestern Mutual Wealth Management
78
Northwestern Mutual Wealth Management
Wisconsin
$16.8K -$2.5K -80 -14%
HI
79
Harbour Investments
Wisconsin
$14.8K
POIA
80
Pin Oak Investment Advisors
Texas
$12K
Carson Wealth (CWM LLC)
81
Carson Wealth (CWM LLC)
Nebraska
$11K +$9.84K +315 New
HR
82
Howe & Rusling
New York
$6.96K +$6.47K +207 New
PA
83
PSI Advisors
Florida
$6.22K
FFA
84
Founders Financial Alliance
North Carolina
$4.21K
GIA
85
GHP Investment Advisors
Colorado
$2.54K
FBC
86
Fairfield, Bush & Co
Connecticut
$1.34K +$1.25K +40 New
AC
87
AlphaCore Capital
California
$370 +$344 +11 New
FTUS
88
Flow Traders U.S.
New York
-$1.28M -41,206 Closed
Susquehanna International Group
89
Susquehanna International Group
Pennsylvania
-$913K -29,429 Closed
WAM
90
WNY Asset Management
New York
-$624K -20,110 Closed
Creative Planning
91
Creative Planning
Kansas
-$301K -9,701 Closed
TSS
92
Two Sigma Securities
New York
-$200K -6,457 Closed
3F
93
360 Financial
Minnesota
-$840K -5,999 Closed
CSPIA
94
Cary Street Partners Investment Advisory
Virginia
-$23.3K -750 Closed
FAM
95
Flaharty Asset Management
Florida
-$6.05K -195 Closed
CWC
96
Carolinas Wealth Consulting
North Carolina
-$3.25K -110 Closed

RSPM Hedge Fund Activity: Q4 2023 in Review

86 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Equal Weight Materials ETF (RSPM) for Q4 2023, worth a combined $144M — up 5% from $138M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new RSPM positions and 9 closed out — a net gain of 3 holders — while 21 added to existing stakes and 34 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $1.9M. The largest seller was Avantax Advisory Services, cutting an estimated $2.2M.

  • 86 institutional investors held Invesco S&P 500 Equal Weight Materials ETF (RSPM) as of Q4 2023, up from 85 in Q3 2023.
  • Funds reported $144M of Invesco S&P 500 Equal Weight Materials ETF stock for Q4 2023, up 5% quarter-over-quarter.
  • 12 funds opened new Invesco S&P 500 Equal Weight Materials ETF positions in Q4 2023 and 9 closed out, a net change of +3 holders.
  • The largest Invesco S&P 500 Equal Weight Materials ETF buyer in Q4 2023 was Morgan Stanley, an estimated $1.9M added.
  • The largest Invesco S&P 500 Equal Weight Materials ETF seller in Q4 2023 was Avantax Advisory Services, an estimated $2.2M sold.

Based on aggregated 13F filings for Q4 2023.