We are live on ! Find out more
RSPN icon

Invesco S&P 500 Equal Weight Industrials ETF

57 hedge funds and large institutions have $119M invested in Invesco S&P 500 Equal Weight Industrials ETF in 2018 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 14 increasing their positions, 18 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 10

8% more funds holding

Funds holding: 5357 (+4)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

10% less capital invested

Capital invested by funds: $132M → $119M (-$13.3M)

14.74% less ownership

Funds ownership: 225.57%210.83% (-15%)

22% less repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 18

Holders
57
Holders Change
+4
Holders Change %
+7.55%
% of All Funds
1.3%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
15
Increased
14
Reduced
18
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
26
LPL Financial
California
$717K -$135K -5,715 -15%
AL
27
Aspiriant LLC
California
$690K -$123K -5,230 -15%
FI
28
FormulaFolio Investments
Michigan
$671K +$112K +4,725 +19%
PA
29
Parallel Advisors
California
$503K -$34.2K -1,450 -6%
KSA
30
Ken Stern & Associates
California
$482K +$59.8K +2,535 +14%
CA
31
Cetera Advisors
Colorado
$457K +$474K +20,085 New
CAN
32
Cetera Advisor Networks
California
$379K +$388K +16,420 New
FAAS
33
First Allied Advisory Services
California
$322K +$329K +13,955 New
AAMA
34
Advanced Asset Management Advisors
Ohio
$250K +$257K +10,905 New
SPIA
35
Steward Partners Investment Advisory
New York
$247K +$255K +10,785 New
SWM
36
SeaCrest Wealth Management
New York
$243K -$12K -510 -5%
WSTAM
37
Wilbanks Smith & Thomas Asset Management
Virginia
$228K -$9.04M -383,255 -97%
CWM
38
Cornerstone Wealth Management
Missouri
$225K +$3.04M +128,960 New
FDCDDQ
39
Federation des caisses Desjardins du Quebec
Quebec, Canada
$216K -$46.6K -1,975 -17%
ML
40
McAdam LLC
Pennsylvania
$181K
SBL
41
Sargent Bickham Lagudis
Colorado
$166K
APA
42
American Portfolios Advisors
New York
$153K -$6.61K -280 -4%
LFG
43
LifePlan Financial Group
Ohio
$147K
Citigroup
44
Citigroup
New York
$119K +$122K +5,180 New
FGAM
45
Financial Gravity Asset Management
Texas
$92K -$7.2K -305 -7%
GRP
46
Global Retirement Partners
California
$48K -$23.6K -1,000 -32%
AWA
47
Acorn Wealth Advisors
Michigan
$37K
ASN
48
Advisory Services Network
Georgia
$21K -$26.6K -1,125 -56%
QAM
49
QCI Asset Management
New York
$19K
MWM
50
MinichMacGregor Wealth Management
New York
$13K +$14K +595 New

RSPN Hedge Fund Activity: Q2 2018 in Review

57 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Equal Weight Industrials ETF (RSPN) for Q2 2018, worth a combined $119M — down 10% from $132M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new RSPN positions and 10 closed out — a net gain of 5 holders — while 14 added to existing stakes and 18 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $5.11M. The largest seller was Wilbanks Smith & Thomas Asset Management, cutting an estimated $9.04M.

  • 57 institutional investors held Invesco S&P 500 Equal Weight Industrials ETF (RSPN) as of Q2 2018, up from 53 in Q1 2018.
  • Funds reported $119M of Invesco S&P 500 Equal Weight Industrials ETF stock for Q2 2018, down 10% quarter-over-quarter.
  • 15 funds opened new Invesco S&P 500 Equal Weight Industrials ETF positions in Q2 2018 and 10 closed out, a net change of +5 holders.
  • The largest Invesco S&P 500 Equal Weight Industrials ETF buyer in Q2 2018 was Citadel Advisors, an estimated $5.11M added.
  • The largest Invesco S&P 500 Equal Weight Industrials ETF seller in Q2 2018 was Wilbanks Smith & Thomas Asset Management, an estimated $9.04M sold.

Based on aggregated 13F filings for Q2 2018.