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Invesco S&P 500 Equal Weight Industrials ETF

47 hedge funds and large institutions have $84.8M invested in Invesco S&P 500 Equal Weight Industrials ETF in 2017 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 17 increasing their positions, 14 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 6

21% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 14

7% more funds holding

Funds holding: 4447 (+3)

8% less capital invested

Capital invested by funds: $92M → $84.8M (-$7.25M)

19.61% less ownership

Funds ownership: 226.06%206.45% (-20%)

Holders
47
Holders Change
+3
Holders Change %
+6.82%
% of All Funds
1.17%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
17
Reduced
14
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PA
26
Parallel Advisors
California
$552K -$15.7K -745 -3%
CAN
27
Cetera Advisor Networks
California
$473K +$4.44K +210 +1%
PFS
28
Prospera Financial Services
Texas
$443K
Ameriprise
29
Ameriprise
Minnesota
$420K +$131K +6,180 +47%
FDCDDQ
30
Federation des caisses Desjardins du Quebec
Quebec, Canada
$333K +$11.6K +550 +4%
VKH
31
Virtu KCG Holdings
New York
$322K -$791K -37,420 -72%
AA
32
Advisory Alpha
Michigan
$291K +$59.2K +2,800 +26%
KSA
33
Ken Stern & Associates
California
$280K +$69.4K +3,285 +34%
SWP
34
Stratos Wealth Partners
Ohio
$266K +$37.4K +1,770 +17%
FI
35
FormulaFolio Investments
Michigan
$236K +$231K +10,935 New
LCM
36
Liberty Capital Management
Michigan
$167K
SBL
37
Sargent Bickham Lagudis
Colorado
$157K
ADL
38
Asset Dedication LLC
California
$114K
Northwestern Mutual Wealth Management
39
Northwestern Mutual Wealth Management
Wisconsin
$57K +$55.6K +2,630 New
Citigroup
40
Citigroup
New York
$46K
ASN
41
Advisory Services Network
Georgia
$45K -$40.9K -1,935 -48%
GRP
42
Global Retirement Partners
California
$31K +$30.7K +1,455 New
Creative Planning
43
Creative Planning
Kansas
$22K
TWA
44
TCI Wealth Advisors
Arizona
$6K +$6.34K +300 New
ACM
45
AlphaStar Capital Management
North Carolina
$6K +$6.76K +320 New
Citadel Advisors
46
Citadel Advisors
Florida
-$3.61M -172,880 Closed
Jane Street
47
Jane Street
New York
-$410K -19,615 Closed
JMPWA
48
JP Morgan Private Wealth Advisors
California
-$346K -16,585 Closed
SA
49
Strategic Advisors
New York
-$311K -14,875 Closed
SFA
50
Sequoia Financial Advisors
Ohio
-$302K -14,475 Closed

RSPN Hedge Fund Activity: Q2 2017 in Review

47 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Equal Weight Industrials ETF (RSPN) for Q2 2017, worth a combined $84.8M — down 7.9% from $92M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new RSPN positions and 6 closed out — a net gain of 3 holders — while 17 added to existing stakes and 14 trimmed.

The largest buyer was Susquehanna International Group, opening a new position worth an estimated $4.08M. The largest seller was Wilbanks Smith & Thomas Asset Management, cutting an estimated $8.36M.

  • 47 institutional investors held Invesco S&P 500 Equal Weight Industrials ETF (RSPN) as of Q2 2017, up from 44 in Q1 2017.
  • Funds reported $84.8M of Invesco S&P 500 Equal Weight Industrials ETF stock for Q2 2017, down 7.9% quarter-over-quarter.
  • 9 funds opened new Invesco S&P 500 Equal Weight Industrials ETF positions in Q2 2017 and 6 closed out, a net change of +3 holders.
  • The largest Invesco S&P 500 Equal Weight Industrials ETF buyer in Q2 2017 was Susquehanna International Group, an estimated $4.08M added.
  • The largest Invesco S&P 500 Equal Weight Industrials ETF seller in Q2 2017 was Wilbanks Smith & Thomas Asset Management, an estimated $8.36M sold.

Based on aggregated 13F filings for Q2 2017.