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Invesco S&P 500 Equal Weight Industrials ETF

56 hedge funds and large institutions have $166M invested in Invesco S&P 500 Equal Weight Industrials ETF in 2020 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 17 increasing their positions, 15 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

71% more capital invested

Capital invested by funds: $97.4M → $166M (+$69M)

29% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 7

13% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 15

4% more funds holding

Funds holding: 5456 (+2)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

20.47% less ownership

Funds ownership: 277.65%257.19% (-20%)

Holders
56
Holders Change
+2
Holders Change %
+3.7%
% of All Funds
1.13%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
9
Increased
17
Reduced
15
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Citadel Advisors
26
Citadel Advisors
Florida
$355K +$346K +13,185 New
GVAG
27
Great Valley Advisor Group
Delaware
$351K -$10.1K -385 -3%
HH
28
Hilltop Holdings
Texas
$343K +$23.2K +885 +7%
WWM
29
Western Wealth Management
Colorado
$331K -$39.4K -1,500 -11%
KWM
30
Kingsview Wealth Management
Oregon
$278K +$47.2K +1,800 +21%
CS
31
Comerica Securities
Michigan
$272K -$285K -10,845 -52%
SWM
32
SeaCrest Wealth Management
New York
$264K -$787 -30 -0.3%
CA
33
Cetera Advisors
Colorado
$257K
ML
34
McAdam LLC
Pennsylvania
$213K +$207K +7,905 New
ACM
35
AlphaStar Capital Management
North Carolina
$201K +$188K +7,170 New
Bank of Montreal
36
Bank of Montreal
Ontario, Canada
$111K
SBL
37
Sargent Bickham Lagudis
Colorado
$102K
TCM
38
Tradewinds Capital Management
Washington
$93K +$262 +10 +0.3%
Osaic Holdings
39
Osaic Holdings
Arizona
$90K +$17.6K +670 +25%
GWM
40
Geneos Wealth Management
Colorado
$73K
Citigroup
41
Citigroup
New York
$62K
PA
42
Parallel Advisors
California
$53K +$131 +5 +0.3%
FDCDDQ
43
Federation des caisses Desjardins du Quebec
Quebec, Canada
$49.2K
LFG
44
LifePlan Financial Group
Ohio
$40K -$13K -495 -25%
Northwestern Mutual Wealth Management
45
Northwestern Mutual Wealth Management
Wisconsin
$31K
CAPTRUST Financial Advisors
46
CAPTRUST Financial Advisors
North Carolina
$25K
SFPG
47
Stonebridge Financial Planning Group
Florida
$25K
APA
48
American Portfolios Advisors
New York
$24.1K
ASN
49
Advisory Services Network
Georgia
$24K +$23.5K +895 New
PNC Financial Services Group
50
PNC Financial Services Group
Pennsylvania
$22K

RSPN Hedge Fund Activity: Q3 2020 in Review

56 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Equal Weight Industrials ETF (RSPN) for Q3 2020, worth a combined $166M — up 71% from $97.4M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new RSPN positions and 7 closed out — a net gain of 2 holders — while 17 added to existing stakes and 15 trimmed.

The largest buyer was Bank of America, adding an estimated $44.7M. The largest seller was IMC Chicago, cutting an estimated $3.51M.

  • 56 institutional investors held Invesco S&P 500 Equal Weight Industrials ETF (RSPN) as of Q3 2020, up from 54 in Q2 2020.
  • Funds reported $166M of Invesco S&P 500 Equal Weight Industrials ETF stock for Q3 2020, up 71% quarter-over-quarter.
  • 9 funds opened new Invesco S&P 500 Equal Weight Industrials ETF positions in Q3 2020 and 7 closed out, a net change of +2 holders.
  • The largest Invesco S&P 500 Equal Weight Industrials ETF buyer in Q3 2020 was Bank of America, an estimated $44.7M added.
  • The largest Invesco S&P 500 Equal Weight Industrials ETF seller in Q3 2020 was IMC Chicago, an estimated $3.51M sold.

Based on aggregated 13F filings for Q3 2020.