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Invesco S&P 500 Equal Weight Materials ETF

73 hedge funds and large institutions have $58.1M invested in Invesco S&P 500 Equal Weight Materials ETF in 2025 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 18 increasing their positions, 22 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

6% less funds holding

Funds holding: 7873 (-5)

14.35% less ownership

Funds ownership: 45.92%31.56% (-14%)

18% less repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 22

20% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 10

48% less capital invested

Capital invested by funds: $111M → $58.1M (-$53.4M)

Holders
73
Holders Change
-5
Holders Change %
-6.41%
% of All Funds
0.98%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
18
Reduced
22
Closed
10
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
$8.9M -$263K -7,982 -3%
AAS
2
Avantax Advisory Services
Texas
$5.97M -$459K -13,895 -7%
LPL Financial
3
LPL Financial
California
$3.98M -$348K -10,554 -8%
FF
4
Friedenthal Financial
New Jersey
$3.52M +$191K +5,775 +5%
TLP
5
Trinity Legacy Partners
Texas
$3.38M +$368K +11,160 +12%
Morgan Stanley
6
Morgan Stanley
New York
$3.23M -$2.54M -77,074 -43%
Raymond James Financial
7
Raymond James Financial
Florida
$3.11M +$322K +9,750 +11%
MWM
8
Maltin Wealth Management
New Jersey
$2.12M +$271K +8,217 +14%
OPPS
9
Obsidian Personal Planning Solutions
Maryland
$1.95M -$2.51M -75,921 -54%
PSF
10
Pacific Sun Financial
California
$1.81M -$130K -3,950 -6%
Cetera Investment Advisers
11
Cetera Investment Advisers
Illinois
$1.3M -$666K -20,168 -33%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$1.26M -$9.31K -282 -0.7%
Osaic Holdings
13
Osaic Holdings
Arizona
$1.2M -$264K -7,992 -17%
MIH
14
Meitav Investment House
Israel
$1.04M
Two Sigma Investments
15
Two Sigma Investments
New York
$1.02M +$1.06M +32,000 New
PFM
16
Peak Financial Management
Massachusetts
$929K -$64.7K -1,959 -6%
PAG
17
Private Advisor Group
New Jersey
$871K +$4.42K +134 +0.5%
FFA
18
Farther Finance Advisors
California
$799K +$829K +25,104 New
UBS Group
19
UBS Group
Switzerland
$786K +$276K +8,373 +51%
Susquehanna International Group
20
Susquehanna International Group
Pennsylvania
$754K +$263K +7,955 +50%
MCWS
21
McKinley Carter Wealth Services
West Virginia
$718K -$54.7K -1,656 -7%
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$619K -$27.7K -840 -4%
Citadel Advisors
23
Citadel Advisors
Florida
$609K -$55.9K -1,694 -8%
CFD
24
Creative Financial Designs
Indiana
$574K +$29.6K +897 +5%
Cambridge Investment Research Advisors
25
Cambridge Investment Research Advisors
Iowa
$538K +$54.5K +1,651 +11%

RSPM Hedge Fund Activity: Q1 2025 in Review

73 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Equal Weight Materials ETF (RSPM) for Q1 2025, worth a combined $58.1M — down 48% from $111M a quarter earlier.

Sellers outnumbered buyers: 10 funds closed out of RSPM and 8 opened new positions — a net loss of 2 holders — while 22 trimmed existing stakes and 18 added.

The largest buyer was Two Sigma Investments, opening a new position worth an estimated $1.06M. The largest seller was Harel Insurance Investments & Financial Services, exiting entirely with an estimated $45.9M sold.

  • 73 institutional investors held Invesco S&P 500 Equal Weight Materials ETF (RSPM) as of Q1 2025, down from 78 in Q4 2024.
  • Funds reported $58.1M of Invesco S&P 500 Equal Weight Materials ETF stock for Q1 2025, down 48% quarter-over-quarter.
  • 8 funds opened new Invesco S&P 500 Equal Weight Materials ETF positions in Q1 2025 and 10 closed out, a net change of -2 holders.
  • The largest Invesco S&P 500 Equal Weight Materials ETF buyer in Q1 2025 was Two Sigma Investments, an estimated $1.06M added.
  • The largest Invesco S&P 500 Equal Weight Materials ETF seller in Q1 2025 was Harel Insurance Investments & Financial Services, an estimated $45.9M sold.

Based on aggregated 13F filings for Q1 2025.