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Invesco S&P 500 Equal Weight Industrials ETF

58 hedge funds and large institutions have $62.8M invested in Invesco S&P 500 Equal Weight Industrials ETF in 2018 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 12 increasing their positions, 21 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 8

46.16% more ownership

Funds ownership: 143.72%189.88% (+46%)

12% more funds holding

Funds holding: 5258 (+6)

25% less capital invested

Capital invested by funds: $83.3M → $62.8M (-$20.6M)

43% less repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 21

Holders
58
Holders Change
+6
Holders Change %
+11.54%
% of All Funds
1.29%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
16
Increased
12
Reduced
21
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LTFS
26
Ladenburg Thalmann Financial Services
Florida
$508K -$35.1K -1,545 -6%
CS
27
Comerica Securities
Michigan
$432K
WWM
28
Western Wealth Management
Colorado
$431K +$473K +20,825 New
EFS
29
Econ Financial Services
Pennsylvania
$427K +$469K +20,665 New
CAN
30
Cetera Advisor Networks
California
$297K -$6.92K -305 -2%
SPIA
31
Steward Partners Investment Advisory
New York
$230K +$1.02K +45 +0.4%
AAMA
32
Advanced Asset Management Advisors
Ohio
$228K +$250K +11,025 New
CA
33
Cetera Advisors
Colorado
$227K
SWM
34
SeaCrest Wealth Management
New York
$215K -$5.45K -240 -2%
PA
35
Parallel Advisors
California
$106K -$370K -16,300 -76%
FDCDDQ
36
Federation des caisses Desjardins du Quebec
Quebec, Canada
$97.6K -$60.4K -2,660 -36%
LFG
37
LifePlan Financial Group
Ohio
$95K -$41K -1,805 -28%
APA
38
American Portfolios Advisors
New York
$91.3K -$51.6K -2,275 -34%
Citigroup
39
Citigroup
New York
$86K
FGC
40
Financial Gravity Companies
Texas
$84K +$83.1K +3,660 New
SBL
41
Sargent Bickham Lagudis
Colorado
$78K
FWM
42
Focused Wealth Management
New York
$67K +$73.8K +3,250 New
Northwestern Mutual Wealth Management
43
Northwestern Mutual Wealth Management
Wisconsin
$24K -$1.02K -45 -4%
QAM
44
QCI Asset Management
New York
$18K
ASN
45
Advisory Services Network
Georgia
$18K +$113 +5 +0.6%
PNC Financial Services Group
46
PNC Financial Services Group
Pennsylvania
$17K +$18.4K +810 New
GRP
47
Global Retirement Partners
California
$13K -$33.2K -1,465 -70%
AIC
48
Ameritas Investment Company
Nebraska
$7K +$8.06K +355 New
FRA
49
Front Row Advisors
California
$5K
KPW
50
Kore Private Wealth
New York
$5K +$5.67K +250 New

RSPN Hedge Fund Activity: Q4 2018 in Review

58 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Equal Weight Industrials ETF (RSPN) for Q4 2018, worth a combined $62.8M — down 25% from $83.3M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new RSPN positions and 8 closed out — a net gain of 8 holders — while 12 added to existing stakes and 21 trimmed.

The largest buyer was Northeast Financial Consultants, adding an estimated $5.86M. The largest seller was UBS Group, cutting an estimated $17.5M.

  • 58 institutional investors held Invesco S&P 500 Equal Weight Industrials ETF (RSPN) as of Q4 2018, up from 52 in Q3 2018.
  • Funds reported $62.8M of Invesco S&P 500 Equal Weight Industrials ETF stock for Q4 2018, down 25% quarter-over-quarter.
  • 16 funds opened new Invesco S&P 500 Equal Weight Industrials ETF positions in Q4 2018 and 8 closed out, a net change of +8 holders.
  • The largest Invesco S&P 500 Equal Weight Industrials ETF buyer in Q4 2018 was Northeast Financial Consultants, an estimated $5.86M added.
  • The largest Invesco S&P 500 Equal Weight Industrials ETF seller in Q4 2018 was UBS Group, an estimated $17.5M sold.

Based on aggregated 13F filings for Q4 2018.