We are live on ! Find out more
RSPN icon

Invesco S&P 500 Equal Weight Industrials ETF

60 hedge funds and large institutions have $121M invested in Invesco S&P 500 Equal Weight Industrials ETF in 2017 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 20 increasing their positions, 11 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,000% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 2

82% more repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 11

50% more funds holding

Funds holding: 4060 (+20)

40% more capital invested

Capital invested by funds: $86.5M → $121M (+$34.8M)

37.79% more ownership

Funds ownership: 226.4%264.19% (+38%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
60
Holders Change
+20
Holders Change %
+50%
% of All Funds
1.36%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
22
Increased
20
Reduced
11
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Royal Bank of Canada
26
Royal Bank of Canada
Ontario, Canada
$965K -$147K -6,375 -14%
LPL Financial
27
LPL Financial
California
$886K -$502K -21,725 -37%
W
28
WealthShield
North Carolina
$634K +$603K +26,105 New
WP
29
WealthShield Partners
North Carolina
$634K +$603K +26,105 New
FI
30
FormulaFolio Investments
Michigan
$630K +$229K +9,935 +61%
CA
31
Cetera Advisors
Colorado
$630K +$603K +26,120 New
PA
32
Parallel Advisors
California
$585K +$693 +30 +0.1%
AG
33
Advisor Group
Arizona
$556K -$50.8K -2,200 -9%
Cambridge Investment Research Advisors
34
Cambridge Investment Research Advisors
Iowa
$500K +$478K +20,710 New
CAN
35
Cetera Advisor Networks
California
$471K -$20.4K -885 -4%
PFS
36
Prospera Financial Services
Texas
$439K
LFS
37
Legacy Financial Strategies
Kansas
$409K +$391K +16,930 New
KSA
38
Ken Stern & Associates
California
$396K +$62.6K +2,710 +20%
SWP
39
Stratos Wealth Partners
Ohio
$353K +$41.3K +1,790 +14%
FDCDDQ
40
Federation des caisses Desjardins du Quebec
Quebec, Canada
$275K -$67.5K -2,925 -20%
SWM
41
SeaCrest Wealth Management
New York
$269K +$257K +11,130 New
DP
42
Denver PWM
Colorado
$235K +$223K +9,670 New
BCM
43
Breiter Capital Management
Florida
$228K +$218K +9,450 New
Citigroup
44
Citigroup
New York
$197K +$82K +3,550 +77%
LCM
45
Liberty Capital Management
Michigan
$194K
SBL
46
Sargent Bickham Lagudis
Colorado
$175K
APA
47
American Portfolios Advisors
New York
$162K +$155K +6,695 New
ADL
48
Asset Dedication LLC
California
$127K
FGC
49
Financial Gravity Companies
Texas
$101K +$92.6K +4,010 New
GRP
50
Global Retirement Partners
California
$71K +$26.1K +1,130 +63%

RSPN Hedge Fund Activity: Q4 2017 in Review

60 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Equal Weight Industrials ETF (RSPN) for Q4 2017, worth a combined $121M — up 40% from $86.5M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new RSPN positions and 2 closed out — a net gain of 20 holders — while 20 added to existing stakes and 11 trimmed.

The largest buyer was UBS Group, adding an estimated $3.61M. The largest seller was Wilbanks Smith & Thomas Asset Management, cutting an estimated $1.42M.

  • 60 institutional investors held Invesco S&P 500 Equal Weight Industrials ETF (RSPN) as of Q4 2017, up from 40 in Q3 2017.
  • Funds reported $121M of Invesco S&P 500 Equal Weight Industrials ETF stock for Q4 2017, up 40% quarter-over-quarter.
  • 22 funds opened new Invesco S&P 500 Equal Weight Industrials ETF positions in Q4 2017 and 2 closed out, a net change of +20 holders.
  • The largest Invesco S&P 500 Equal Weight Industrials ETF buyer in Q4 2017 was UBS Group, an estimated $3.61M added.
  • The largest Invesco S&P 500 Equal Weight Industrials ETF seller in Q4 2017 was Wilbanks Smith & Thomas Asset Management, an estimated $1.42M sold.

Based on aggregated 13F filings for Q4 2017.