We are live on ! Find out more
RSPM icon

Invesco S&P 500 Equal Weight Materials ETF
RSPM

84 hedge funds and large institutions have $131M invested in Invesco S&P 500 Equal Weight Materials ETF in 2024 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 25 increasing their positions, 32 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.9% less ownership

Funds ownership: 48.54% → 47.64% (-0.9%)

7% less funds holding

Funds holding: 90 → 84 (-6)

8% less capital invested

Capital invested by funds: $142M → $131M (-$11.4M)

22% less repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 32

30% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 10

100% less funds holding in top 10

Funds holding in top 10: 1 → 0 (-1)

Holders
84
Holders Change
-6
Holders Change %
-6.67%
% of All Funds
1.21%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
7
Increased
25
Reduced
32
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
VWM
Valley Wealth Managers
New Jersey
+$4.33M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$4.23M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$1.11M
4
Wells Fargo
Wells Fargo
California
+$292K
5
CA
Clearstead Advisors
Ohio
+$288K

Top Sellers

1
MIM
Miller Investment Management
Pennsylvania
-$4.36M
2
CMP
Courage Miller Partners
Virginia
-$2.1M
3
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$1.54M
4
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
-$870K
5
Osaic Holdings
Osaic Holdings
Arizona
-$478K
Name Holding Trade Value Shares
Change 		Change in
Stake
MSFP
76
Mark Sheptoff Financial Planning
Connecticut
$9.14K +$9.4K +265 New
HR
77
Howe & Rusling
New York
$7.14K – – –
PA
78
PSI Advisors
Florida
$6.38K – – –
FFA
79
Founders Financial Alliance
North Carolina
$4.31K – – –
NA
80
NewEdge Advisors
Louisiana
$3.81K +$3.94K +111 New
Qube Research & Technologies (QRT)
81
Qube Research & Technologies (QRT)
United Kingdom
$2.86K -$2.69K -76 -48%
GIA
82
GHP Investment Advisors
Colorado
$1.21K – – –
FGAM
83
Financial Gravity Asset Management
Texas
$414 -$4.18K -118 -91%
TH
84
TCTC Holdings
Texas
$345 +$355 +10 New
FHC
85
First Heartland Consultants
Missouri
$289 +$13.9K +391 +5%
MIM
86
Miller Investment Management
Pennsylvania
– -$4.36M -120,000 Closed
CMP
87
Courage Miller Partners
Virginia
– -$2.1M -57,734 Closed
JIP
88
Jaffetilchin Investment Partners
Florida
– -$348K -9,587 Closed
WAM
89
Worth Asset Management
Texas
– -$324K -8,930 Closed
National Bank of Canada
90
National Bank of Canada
Quebec, Canada
– -$293K -8,085 Closed
FIM
91
Freedom Investment Management
Connecticut
– -$217K -5,978 Closed
PWM
92
Perigon Wealth Management
California
– -$206K -5,669 Closed
AWA
93
Arkadios Wealth Advisors
Georgia
– -$206K -5,657 Closed
TLA
94
Tanglewood Legacy Advisors
Texas
– -$38.7K -1,065 Closed
PA
95
Parallel Advisors
California
– -$18.3K -505 Closed
1 2 3
4

RSPM Hedge Fund Activity: Q2 2024 in Review

84 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Equal Weight Materials ETF (RSPM) for Q2 2024, worth a combined $131M — down 8% from $142M a quarter earlier.

Sellers outnumbered buyers: 10 funds closed out of RSPM and 7 opened new positions — a net loss of 3 holders — while 32 trimmed existing stakes and 25 added.

The largest buyer was Valley Wealth Managers, opening a new position worth an estimated $4.33M. The largest seller was Miller Investment Management, exiting entirely with an estimated $4.36M sold.

  • 84 institutional investors held Invesco S&P 500 Equal Weight Materials ETF (RSPM) as of Q2 2024, down from 90 in Q1 2024.
  • Funds reported $131M of Invesco S&P 500 Equal Weight Materials ETF stock for Q2 2024, down 8% quarter-over-quarter.
  • 7 funds opened new Invesco S&P 500 Equal Weight Materials ETF positions in Q2 2024 and 10 closed out, a net change of -3 holders.
  • The largest Invesco S&P 500 Equal Weight Materials ETF buyer in Q2 2024 was Valley Wealth Managers, an estimated $4.33M added.
  • The largest Invesco S&P 500 Equal Weight Materials ETF seller in Q2 2024 was Miller Investment Management, an estimated $4.36M sold.

Based on aggregated 13F filings for Q2 2024.