We are live on ! Find out more
RSPM icon

Invesco S&P 500 Equal Weight Materials ETF

43 hedge funds and large institutions have $101M invested in Invesco S&P 500 Equal Weight Materials ETF in 2020 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 13 increasing their positions, 14 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

56% more capital invested

Capital invested by funds: $65.1M → $101M (+$36.1M)

2.63% more ownership

Funds ownership: 277.2%279.83% (+2.6%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 7

7% less repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 14

2% less funds holding

Funds holding: 4443 (-1)

Holders
43
Holders Change
-1
Holders Change %
-2.27%
% of All Funds
0.87%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
7
Increased
13
Reduced
14
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$48.2M +$43.3M +1,931,745 +1,485%
FAM
2
Flaharty Asset Management
Florida
$13.5M -$87.4K -3,895 -0.7%
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$3.88M +$1.78M +79,355 +92%
RJFSA
4
Raymond James Financial Services Advisors
Florida
$3.62M +$2.08M +92,550 +149%
JMPWA
5
JP Morgan Private Wealth Advisors
California
$3.41M +$3.27M +145,775 New
LPL Financial
6
LPL Financial
California
$3.26M +$3.13M +139,625 New
IMC Chicago
7
IMC Chicago
Illinois
$3.01M -$842K -37,535 -23%
LFG
8
LifePlan Financial Group
Ohio
$2.97M +$143K +6,395 +5%
FHC
9
First Heartland Consultants
Missouri
$2.31M +$2.22M +98,890 New
FF
10
Friedenthal Financial
New Jersey
$2.01M +$77.4K +3,450 +4%
Osaic Holdings
11
Osaic Holdings
Arizona
$1.8M +$24.9K +1,110 +1%
Morgan Stanley
12
Morgan Stanley
New York
$1.72M +$261K +11,620 +19%
PSF
13
Pacific Sun Financial
California
$1.71M -$59.5K -2,650 -3%
CMP
14
Courage Miller Partners
Virginia
$1.42M
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$1.03M +$636K +28,365 +182%
PFM
16
Peak Financial Management
Massachusetts
$965K -$24.3K -1,085 -3%
SAM
17
SignalPoint Asset Management
Missouri
$929K -$111K -4,935 -11%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$836K -$14.8K -660 -2%
APSP
19
Asset Planning Services (Pennsylvania)
Pennsylvania
$626K +$449 +20 +0.1%
FAIM
20
Financial Advocates Investment Management
Washington
$534K -$17.4K -775 -3%
CAN
21
Cetera Advisor Networks
California
$457K -$9.76K -435 -2%
AAS
22
Avantax Advisory Services
Texas
$388K +$373K +16,605 New
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$349K -$4.12M -183,660 -92%
UBS Group
24
UBS Group
Switzerland
$349K -$2.69K -120 -0.8%
Wells Fargo
25
Wells Fargo
California
$289K +$45.3K +2,020 +20%

RSPM Hedge Fund Activity: Q3 2020 in Review

43 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Equal Weight Materials ETF (RSPM) for Q3 2020, worth a combined $101M — up 56% from $65.1M a quarter earlier.

Fund positioning in RSPM was balanced in Q3 2020: 7 funds opened new positions, 7 closed out, 13 added to existing stakes and 14 trimmed.

The largest buyer was Bank of America, adding an estimated $43.3M. The largest seller was Royal Bank of Canada, cutting an estimated $4.12M.

  • 43 institutional investors held Invesco S&P 500 Equal Weight Materials ETF (RSPM) as of Q3 2020, down from 44 in Q2 2020.
  • Funds reported $101M of Invesco S&P 500 Equal Weight Materials ETF stock for Q3 2020, up 56% quarter-over-quarter.
  • 7 funds opened new Invesco S&P 500 Equal Weight Materials ETF positions in Q3 2020 and 7 closed out, a net change of 0 holders.
  • The largest Invesco S&P 500 Equal Weight Materials ETF buyer in Q3 2020 was Bank of America, an estimated $43.3M added.
  • The largest Invesco S&P 500 Equal Weight Materials ETF seller in Q3 2020 was Royal Bank of Canada, an estimated $4.12M sold.

Based on aggregated 13F filings for Q3 2020.