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Invesco S&P 500 Equal Weight Materials ETF

86 hedge funds and large institutions have $140M invested in Invesco S&P 500 Equal Weight Materials ETF in 2023 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 19 increasing their positions, 35 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

44% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 9

2% more funds holding

Funds holding: 8486 (+2)

3% more capital invested

Capital invested by funds: $136M → $140M (+$4.41M)

0.08% more ownership

Funds ownership: 47.67%47.76% (+0.08%)

46% less repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 35

Holders
86
Holders Change
+2
Holders Change %
+2.38%
% of All Funds
1.25%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
13
Increased
19
Reduced
35
Closed
9
Calls
Puts
Net Calls
Net Calls Change

RSPM Hedge Fund Activity: Q4 2023 in Review

86 of the 6,869 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 $140M — up 3.2% from $136M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new RSPM positions and 9 closed out — a net gain of 4 holders — while 19 added to existing stakes and 35 trimmed.

The largest buyer was Stratos Wealth Partners, opening a new position worth an estimated $1.38M. 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 84 in Q3 2023.
  • Funds reported $140M of Invesco S&P 500 Equal Weight Materials ETF stock for Q4 2023, up 3.2% quarter-over-quarter.
  • 13 funds opened new Invesco S&P 500 Equal Weight Materials ETF positions in Q4 2023 and 9 closed out, a net change of +4 holders.
  • The largest Invesco S&P 500 Equal Weight Materials ETF buyer in Q4 2023 was Stratos Wealth Partners, an estimated $1.38M 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.