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Invesco S&P 500 Equal Weight Materials ETF

84 hedge funds and large institutions have $135M invested in Invesco S&P 500 Equal Weight Materials ETF in 2024 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 16 increasing their positions, 33 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 7

3% more capital invested

Capital invested by funds: $131M → $135M (+$3.95M)

0% more funds holding

Funds holding: 8484 (0)

0.69% less ownership

Funds ownership: 47.64%46.94% (-0.69%)

52% less repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 33

Holders
84
Holders Change
Holders Change %
0%
% of All Funds
1.21%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
16
Reduced
33
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HIIFS
1
Harel Insurance Investments & Financial Services
Israel
$52.7M
Bank of America
2
Bank of America
North Carolina
$12.3M -$31.7K -897 -0.3%
LPL Financial
3
LPL Financial
California
$11.9M +$6.94M +196,358 +161%
AAS
4
Avantax Advisory Services
Texas
$8.46M -$92.4K -2,616 -1%
OPPS
5
Obsidian Personal Planning Solutions
Maryland
$5.04M +$464K +13,141 +11%
FF
6
Friedenthal Financial
New Jersey
$3.93M +$168K +4,754 +5%
Morgan Stanley
7
Morgan Stanley
New York
$3.2M +$718K +20,322 +31%
RJFSA
8
Raymond James Financial Services Advisors
Florida
$3.07M +$103K +2,901 +4%
Cetera Investment Advisers
9
Cetera Investment Advisers
Illinois
$2.56M -$453K -12,823 -16%
PSF
10
Pacific Sun Financial
California
$2.3M -$883 -25 -0%
MWM
11
Maltin Wealth Management
New Jersey
$2.19M +$58.4K +1,652 +3%
Osaic Holdings
12
Osaic Holdings
Arizona
$1.81M -$326K -9,212 -16%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$1.44M -$4.16M -117,778 -75%
SWP
14
Stratos Wealth Partners
Ohio
$1.35M +$14.5K +409 +1%
PFM
15
Peak Financial Management
Massachusetts
$1.32M -$50.8K -1,438 -4%
MIH
16
Meitav Investment House
Israel
$1.22M
Mirae Asset Global Investments
17
Mirae Asset Global Investments
South Korea
$1.21M -$135K -3,830 -11%
SAM
18
SignalPoint Asset Management
Missouri
$1.04M +$5.34K +151 +0.5%
Goldman Sachs
19
Goldman Sachs
New York
$1.01M -$802K -22,687 -46%
MCWS
20
McKinley Carter Wealth Services
West Virginia
$973K
BA
21
Bridge Advisory
California
$854K -$742 -21 -0.1%
PAG
22
Private Advisor Group
New Jersey
$844K +$177K +4,999 +28%
MML Investors Services
23
MML Investors Services
Massachusetts
$759K -$179K -5,058 -20%
Commonwealth Equity Services
24
Commonwealth Equity Services
Massachusetts
$756K -$55.9K -1,581 -7%
Wells Fargo
25
Wells Fargo
California
$672K +$9.19K +260 +1%

RSPM Hedge Fund Activity: Q3 2024 in Review

84 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Equal Weight Materials ETF (RSPM) for Q3 2024, worth a combined $135M — up 3% from $131M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new RSPM positions and 7 closed out — a net gain of 1 holder — while 16 added to existing stakes and 33 trimmed.

The largest buyer was LPL Financial, adding an estimated $6.94M. The largest seller was Valley Wealth Managers, cutting an estimated $4.31M.

  • 84 institutional investors held Invesco S&P 500 Equal Weight Materials ETF (RSPM) as of Q3 2024, unchanged from Q2 2024.
  • Funds reported $135M of Invesco S&P 500 Equal Weight Materials ETF stock for Q3 2024, up 3% quarter-over-quarter.
  • 8 funds opened new Invesco S&P 500 Equal Weight Materials ETF positions in Q3 2024 and 7 closed out, a net change of +1 holder.
  • The largest Invesco S&P 500 Equal Weight Materials ETF buyer in Q3 2024 was LPL Financial, an estimated $6.94M added.
  • The largest Invesco S&P 500 Equal Weight Materials ETF seller in Q3 2024 was Valley Wealth Managers, an estimated $4.31M sold.

Based on aggregated 13F filings for Q3 2024.