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Invesco S&P 500 Equal Weight Materials ETF

103 hedge funds and large institutions have $354M invested in Invesco S&P 500 Equal Weight Materials ETF in 2022 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 35 increasing their positions, 20 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

113% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 16

75% more repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 20

67% more funds holding in top 10

Funds holding in top 10: 35 (+2)

61.08% more ownership

Funds ownership: 237.36%298.44% (+61%)

58% more capital invested

Capital invested by funds: $224M → $354M (+$129M)

13% more funds holding

Funds holding: 91103 (+12)

Holders
103
Holders Change
+12
Holders Change %
+13.19%
% of All Funds
1.62%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.08%
New
34
Increased
35
Reduced
20
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HIIFS
1
Harel Insurance Investments & Financial Services
Israel
$52.9M +$50.5M +1,431,650 New
HighTower Advisors
2
HighTower Advisors
Illinois
$44.2M +$548K +15,535 +1%
Bank of America
3
Bank of America
North Carolina
$24.7M +$888K +25,200 +4%
FAM
4
Flaharty Asset Management
Florida
$22.2M +$812K +23,045 +4%
LPL Financial
5
LPL Financial
California
$21.1M +$7.9M +223,965 +65%
CCFM
6
Clear Creek Financial Management
Washington
$12.7M +$12.2M +345,130 New
EE
7
EWG Elevate
California
$11M +$10.5M +298,140 New
DWP
8
Destiny Wealth Partners
Florida
$10.8M +$10.3M +293,290 New
AAS
9
Avantax Advisory Services
Texas
$10.8M +$363K +10,310 +4%
JMPWA
10
JP Morgan Private Wealth Advisors
California
$10.6M +$684K +19,395 +7%
Osaic Holdings
11
Osaic Holdings
Arizona
$7.66M +$1.49M +42,220 +26%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$6.95M +$314K +8,920 +5%
MML Investors Services
13
MML Investors Services
Massachusetts
$6.92M +$1.43M +40,590 +28%
OAM
14
Oppenheimer Asset Management
New York
$6.82M -$58.7K -1,665 -0.9%
RJFSA
15
Raymond James Financial Services Advisors
Florida
$6.46M -$454K -12,875 -7%
BC
16
Bowman & Company
Wisconsin
$5.62M -$191K -5,430 -3%
DCM
17
Donaldson Capital Management
Indiana
$5.53M +$168K +4,770 +3%
Wells Fargo
18
Wells Fargo
California
$5.26M +$849K +24,090 +20%
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$4.71M +$3.22M +91,330 +253%
WEPOG
20
Wealth Enhancement & Preservation of GA
Georgia
$4.64M +$4.42M +125,510 New
Morgan Stanley
21
Morgan Stanley
New York
$4.07M -$587K -16,650 -13%
SW
22
Signify Wealth
Missouri
$4M +$9M +255,385 New
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$3.67M +$2.13M +60,295 +155%
WAM
24
Worth Asset Management
Texas
$3.27M +$3.34M +94,820 New
FF
25
Friedenthal Financial
New Jersey
$3.11M +$51.3K +1,455 +2%

RSPM Hedge Fund Activity: Q1 2022 in Review

103 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Equal Weight Materials ETF (RSPM) for Q1 2022, worth a combined $354M — up 58% from $224M a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new RSPM positions and 16 closed out — a net gain of 18 holders — while 35 added to existing stakes and 20 trimmed.

The largest buyer was Harel Insurance Investments & Financial Services, opening a new position worth an estimated $50.5M. The largest seller was Courage Miller Partners, exiting entirely with an estimated $2.41M sold.

  • 103 institutional investors held Invesco S&P 500 Equal Weight Materials ETF (RSPM) as of Q1 2022, up from 91 in Q4 2021.
  • Funds reported $354M of Invesco S&P 500 Equal Weight Materials ETF stock for Q1 2022, up 58% quarter-over-quarter.
  • 34 funds opened new Invesco S&P 500 Equal Weight Materials ETF positions in Q1 2022 and 16 closed out, a net change of +18 holders.
  • The largest Invesco S&P 500 Equal Weight Materials ETF buyer in Q1 2022 was Harel Insurance Investments & Financial Services, an estimated $50.5M added.
  • The largest Invesco S&P 500 Equal Weight Materials ETF seller in Q1 2022 was Courage Miller Partners, an estimated $2.41M sold.

Based on aggregated 13F filings for Q1 2022.