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Invesco S&P 500 Equal Weight Industrials ETF

54 hedge funds and large institutions have $97.4M invested in Invesco S&P 500 Equal Weight Industrials ETF in 2020 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 8 increasing their positions, 27 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

26% more capital invested

Capital invested by funds: $77M → $97.4M (+$20.4M)

18.73% more ownership

Funds ownership: 258.92%277.65% (+19%)

11% less funds holding

Funds holding: 6154 (-7)

50% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 14

70% less repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 27

Holders
54
Holders Change
-7
Holders Change %
-11.48%
% of All Funds
1.11%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
7
Increased
8
Reduced
27
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Susquehanna International Group
26
Susquehanna International Group
Pennsylvania
$310K -$5.75M -259,100 -95%
HH
27
Hilltop Holdings
Texas
$284K +$262K +11,825 New
PAG
28
Private Advisor Group
New Jersey
$263K -$31.7K -1,430 -12%
SWM
29
SeaCrest Wealth Management
New York
$236K +$218K +9,835 New
CA
30
Cetera Advisors
Colorado
$229K +$212K +9,545 New
KWM
31
Kingsview Wealth Management
Oregon
$204K +$189K +8,510 New
Bank of Montreal
32
Bank of Montreal
Ontario, Canada
$95K
SBL
33
Sargent Bickham Lagudis
Colorado
$91K
TCM
34
Tradewinds Capital Management
Washington
$83K -$1.33K -60 -2%
Osaic Holdings
35
Osaic Holdings
Arizona
$65K -$63.6K -2,870 -52%
GWM
36
Geneos Wealth Management
Colorado
$63K +$22.2K +1,000 +57%
Citigroup
37
Citigroup
New York
$55K -$11.1K -500 -18%
LFG
38
LifePlan Financial Group
Ohio
$47K
PA
39
Parallel Advisors
California
$46K -$39.9K -1,800 -48%
FDCDDQ
40
Federation des caisses Desjardins du Quebec
Quebec, Canada
$43.8K -$2.77K -125 -6%
Northwestern Mutual Wealth Management
41
Northwestern Mutual Wealth Management
Wisconsin
$28K
CAPTRUST Financial Advisors
42
CAPTRUST Financial Advisors
North Carolina
$22K -$57.3K -2,585 -74%
APA
43
American Portfolios Advisors
New York
$21.5K
SFPG
44
Stonebridge Financial Planning Group
Florida
$21K -$11.1K -500 -36%
PNC Financial Services Group
45
PNC Financial Services Group
Pennsylvania
$20K +$111 +5 +0.6%
S
46
SignatureFD
Georgia
$18K
CAN
47
Cetera Advisor Networks
California
$17K +$15.5K +700 New
PIMG
48
Patriot Investment Management Group
Tennessee
$13.9K +$12.9K +580 New
BW
49
Bison Wealth
Georgia
$12K
GRP
50
Global Retirement Partners
California
$8K -$7.65K -345 -52%

RSPN Hedge Fund Activity: Q2 2020 in Review

54 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Equal Weight Industrials ETF (RSPN) for Q2 2020, worth a combined $97.4M — up 26% from $77M a quarter earlier.

Sellers outnumbered buyers: 14 funds closed out of RSPN and 7 opened new positions — a net loss of 7 holders — while 27 trimmed existing stakes and 8 added.

The largest buyer was Gradient Investments, adding an estimated $39.8M. The largest seller was Bank of America, cutting an estimated $9.19M.

  • 54 institutional investors held Invesco S&P 500 Equal Weight Industrials ETF (RSPN) as of Q2 2020, down from 61 in Q1 2020.
  • Funds reported $97.4M of Invesco S&P 500 Equal Weight Industrials ETF stock for Q2 2020, up 26% quarter-over-quarter.
  • 7 funds opened new Invesco S&P 500 Equal Weight Industrials ETF positions in Q2 2020 and 14 closed out, a net change of -7 holders.
  • The largest Invesco S&P 500 Equal Weight Industrials ETF buyer in Q2 2020 was Gradient Investments, an estimated $39.8M added.
  • The largest Invesco S&P 500 Equal Weight Industrials ETF seller in Q2 2020 was Bank of America, an estimated $9.19M sold.

Based on aggregated 13F filings for Q2 2020.