We are live on ! Find out more
RSPN icon

Invesco S&P 500 Equal Weight Industrials ETF

52 hedge funds and large institutions have $83.3M invested in Invesco S&P 500 Equal Weight Industrials ETF in 2018 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 15 increasing their positions, 15 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 15

9% less funds holding

Funds holding: 5752 (-5)

30% less capital invested

Capital invested by funds: $119M → $83.3M (-$35.2M)

33% less first-time investments, than exits

New positions opened: 10 | Existing positions closed: 15

67.11% less ownership

Funds ownership: 210.83%143.72% (-67%)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
52
Holders Change
-5
Holders Change %
-8.77%
% of All Funds
1.19%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
10
Increased
15
Reduced
15
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CS
26
Comerica Securities
Michigan
$528K +$514K +20,930 New
RJT
27
Raymond James Trust
Florida
$470K +$459K +18,660 New
CAN
28
Cetera Advisor Networks
California
$370K -$42.5K -1,730 -11%
SPIA
29
Steward Partners Investment Advisory
New York
$281K +$8.36K +340 +3%
CA
30
Cetera Advisors
Colorado
$279K -$222K -9,035 -45%
PAG
31
Private Advisor Group
New Jersey
$269K +$262K +10,650 New
SWM
32
SeaCrest Wealth Management
New York
$268K +$123 +5 +0%
ML
33
McAdam LLC
Pennsylvania
$200K
FDCDDQ
34
Federation des caisses Desjardins du Quebec
Quebec, Canada
$186K -$50K -2,035 -22%
APA
35
American Portfolios Advisors
New York
$169K
LFG
36
LifePlan Financial Group
Ohio
$162K
WSTAM
37
Wilbanks Smith & Thomas Asset Management
Virginia
$128K -$120K -4,875 -49%
Citigroup
38
Citigroup
New York
$105K -$24.6K -1,000 -19%
SBL
39
Sargent Bickham Lagudis
Colorado
$96K -$84.8K -3,450 -48%
FGAM
40
Financial Gravity Asset Management
Texas
$77K -$5.16K -210 -6%
SWP
41
Stratos Wealth Partners
Ohio
$76K +$74.1K +3,015 New
FAIM
42
Financial Advocates Investment Management
Washington
$63K +$61.4K +2,500 New
GRP
43
Global Retirement Partners
California
$53K
Northwestern Mutual Wealth Management
44
Northwestern Mutual Wealth Management
Wisconsin
$30K +$29.5K +1,200 New
ASN
45
Advisory Services Network
Georgia
$22K
QAM
46
QCI Asset Management
New York
$21K
MWM
47
MinichMacGregor Wealth Management
New York
$15K
Carson Wealth (CWM LLC)
48
Carson Wealth (CWM LLC)
Nebraska
$10K +$9.71K +395 New
CFGS
49
Concourse Financial Group Securities
Alabama
$4K +$4.05K +165 New
US Bancorp
50
US Bancorp
Minnesota
$3K

RSPN Hedge Fund Activity: Q3 2018 in Review

52 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Equal Weight Industrials ETF (RSPN) for Q3 2018, worth a combined $83.3M — down 30% from $119M a quarter earlier.

Sellers outnumbered buyers: 15 funds closed out of RSPN and 10 opened new positions — a net loss of 5 holders — while 15 trimmed existing stakes and 15 added.

The largest buyer was UBS Group, adding an estimated $4.19M. The largest seller was Meitav Investment House, exiting entirely with an estimated $35.4M sold.

  • 52 institutional investors held Invesco S&P 500 Equal Weight Industrials ETF (RSPN) as of Q3 2018, down from 57 in Q2 2018.
  • Funds reported $83.3M of Invesco S&P 500 Equal Weight Industrials ETF stock for Q3 2018, down 30% quarter-over-quarter.
  • 10 funds opened new Invesco S&P 500 Equal Weight Industrials ETF positions in Q3 2018 and 15 closed out, a net change of -5 holders.
  • The largest Invesco S&P 500 Equal Weight Industrials ETF buyer in Q3 2018 was UBS Group, an estimated $4.19M added.
  • The largest Invesco S&P 500 Equal Weight Industrials ETF seller in Q3 2018 was Meitav Investment House, an estimated $35.4M sold.

Based on aggregated 13F filings for Q3 2018.