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Invesco S&P 500 Equal Weight Industrials ETF

44 hedge funds and large institutions have $92M invested in Invesco S&P 500 Equal Weight Industrials ETF in 2017 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 17 increasing their positions, 11 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

175% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 4

55% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 11

20% more capital invested

Capital invested by funds: $76.5M → $92M (+$15.6M)

17.62% more ownership

Funds ownership: 208.44%226.06% (+18%)

16% more funds holding

Funds holding: 3844 (+6)

Holders
44
Holders Change
+6
Holders Change %
+15.79%
% of All Funds
1.1%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
11
Increased
17
Reduced
11
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CAN
26
Cetera Advisor Networks
California
$453K +$449K +21,660 New
PFS
27
Prospera Financial Services
Texas
$427K -$31.1K -1,500 -7%
Jane Street
28
Jane Street
New York
$410K -$742K -35,835 -65%
JMPWA
29
JP Morgan Private Wealth Advisors
California
$346K +$69.9K +3,375 +26%
SA
30
Strategic Advisors
New York
$311K +$308K +14,875 New
FDCDDQ
31
Federation des caisses Desjardins du Quebec
Quebec, Canada
$310K +$307K +14,845 New
SFA
32
Sequoia Financial Advisors
Ohio
$302K
Ameriprise
33
Ameriprise
Minnesota
$277K +$275K +13,270 New
AA
34
Advisory Alpha
Michigan
$221K +$220K +10,600 New
SWP
35
Stratos Wealth Partners
Ohio
$220K +$218K +10,530 New
KSA
36
Ken Stern & Associates
California
$206K +$203K +9,805 New
LCM
37
Liberty Capital Management
Michigan
$160K
SBL
38
Sargent Bickham Lagudis
Colorado
$151K -$7.25K -350 -5%
ADL
39
Asset Dedication LLC
California
$110K
ASN
40
Advisory Services Network
Georgia
$84K +$82.8K +4,000 New
Citigroup
41
Citigroup
New York
$44K +$9.94K +480 +30%
Creative Planning
42
Creative Planning
Kansas
$22K +$10.4K +500 +94%
IA
43
IFP Advisors
Florida
$4K
Susquehanna International Group
44
Susquehanna International Group
Pennsylvania
-$2.16M -108,810 Closed
PMG
45
ProVise Management Group
Florida
-$1.33M -67,000 Closed
PNC Financial Services Group
46
PNC Financial Services Group
Pennsylvania
-$8K -420 Closed

RSPN Hedge Fund Activity: Q1 2017 in Review

44 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Equal Weight Industrials ETF (RSPN) for Q1 2017, worth a combined $92M — up 20% from $76.5M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new RSPN positions and 4 closed out — a net gain of 7 holders — while 17 added to existing stakes and 11 trimmed.

The largest buyer was Ladenburg Thalmann Financial Services, adding an estimated $7.7M. The largest seller was Wells Fargo, cutting an estimated $2.16M.

  • 44 institutional investors held Invesco S&P 500 Equal Weight Industrials ETF (RSPN) as of Q1 2017, up from 38 in Q4 2016.
  • Funds reported $92M of Invesco S&P 500 Equal Weight Industrials ETF stock for Q1 2017, up 20% quarter-over-quarter.
  • 11 funds opened new Invesco S&P 500 Equal Weight Industrials ETF positions in Q1 2017 and 4 closed out, a net change of +7 holders.
  • The largest Invesco S&P 500 Equal Weight Industrials ETF buyer in Q1 2017 was Ladenburg Thalmann Financial Services, an estimated $7.7M added.
  • The largest Invesco S&P 500 Equal Weight Industrials ETF seller in Q1 2017 was Wells Fargo, an estimated $2.16M sold.

Based on aggregated 13F filings for Q1 2017.