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Invesco S&P 500 Equal Weight Industrials ETF

58 hedge funds and large institutions have $109M invested in Invesco S&P 500 Equal Weight Industrials ETF in 2019 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 11 increasing their positions, 23 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

373.73% more ownership

Funds ownership: 189.88%563.61% (+374%)

73% more capital invested

Capital invested by funds: $62.8M → $109M (+$45.9M)

9% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 11

0% more funds holding

Funds holding: 5858 (0)

52% less repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 23

Holders
58
Holders Change
Holders Change %
0%
% of All Funds
1.26%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
12
Increased
11
Reduced
23
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LTFS
26
Ladenburg Thalmann Financial Services
Florida
$571K -$19.2K -830 -3%
AL
27
Aspiriant LLC
California
$547K -$36.4K -1,575 -6%
CS
28
Comerica Securities
Michigan
$503K
WWM
29
Western Wealth Management
Colorado
$491K -$9.6K -415 -2%
RWM
30
RBA Wealth Management
California
$440K +$416K +17,965 New
ACM
31
AlphaStar Capital Management
North Carolina
$392K -$1.36M -58,690 -78%
Janney Montgomery Scott
32
Janney Montgomery Scott
Pennsylvania
$388K +$374K +16,145 New
GVAG
33
Great Valley Advisor Group
Delaware
$377K +$362K +15,650 New
CA
34
Cetera Advisors
Colorado
$264K
PAG
35
Private Advisor Group
New Jersey
$261K +$252K +10,875 New
SPIA
36
Steward Partners Investment Advisory
New York
$252K -$15.4K -665 -6%
SWM
37
SeaCrest Wealth Management
New York
$250K +$231 +10 +0.1%
CAN
38
Cetera Advisor Networks
California
$207K -$133K -5,740 -40%
PA
39
Parallel Advisors
California
$124K +$116 +5 +0.1%
APA
40
American Portfolios Advisors
New York
$106K
Citigroup
41
Citigroup
New York
$101K
SBL
42
Sargent Bickham Lagudis
Colorado
$91K
FDCDDQ
43
Federation des caisses Desjardins du Quebec
Quebec, Canada
$88.4K -$24.3K -1,050 -22%
CFGS
44
Concourse Financial Group Securities
Alabama
$56K +$51.2K +2,215 +1,342%
LFG
45
LifePlan Financial Group
Ohio
$47K -$61K -2,635 -57%
Northwestern Mutual Wealth Management
46
Northwestern Mutual Wealth Management
Wisconsin
$28K
ASN
47
Advisory Services Network
Georgia
$21K
QAM
48
QCI Asset Management
New York
$20K
PNC Financial Services Group
49
PNC Financial Services Group
Pennsylvania
$20K +$116 +5 +0.6%
GRP
50
Global Retirement Partners
California
$13K -$1.97K -85 -14%

RSPN Hedge Fund Activity: Q1 2019 in Review

58 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Equal Weight Industrials ETF (RSPN) for Q1 2019, worth a combined $109M — up 73% from $62.8M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new RSPN positions and 11 closed out — a net gain of 1 holder — while 11 added to existing stakes and 23 trimmed.

The largest buyer was Gradient Investments, opening a new position worth an estimated $38.6M. The largest seller was Citadel Advisors, exiting entirely with an estimated $3.64M sold.

  • 58 institutional investors held Invesco S&P 500 Equal Weight Industrials ETF (RSPN) as of Q1 2019, unchanged from Q4 2018.
  • Funds reported $109M of Invesco S&P 500 Equal Weight Industrials ETF stock for Q1 2019, up 73% quarter-over-quarter.
  • 12 funds opened new Invesco S&P 500 Equal Weight Industrials ETF positions in Q1 2019 and 11 closed out, a net change of +1 holder.
  • The largest Invesco S&P 500 Equal Weight Industrials ETF buyer in Q1 2019 was Gradient Investments, an estimated $38.6M added.
  • The largest Invesco S&P 500 Equal Weight Industrials ETF seller in Q1 2019 was Citadel Advisors, an estimated $3.64M sold.

Based on aggregated 13F filings for Q1 2019.