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Invesco S&P 500 Equal Weight Industrials ETF

74 hedge funds and large institutions have $230M invested in Invesco S&P 500 Equal Weight Industrials ETF in 2020 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 23 increasing their positions, 18 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

475% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 4

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

39% more capital invested

Capital invested by funds: $166M → $230M (+$64.1M)

32% more funds holding

Funds holding: 5674 (+18)

30.03% more ownership

Funds ownership: 257.19%287.22% (+30%)

28% more repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 18

Holders
74
Holders Change
+18
Holders Change %
+32.14%
% of All Funds
1.31%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
23
Increased
23
Reduced
18
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AFS
26
Access Financial Services
Minnesota
$1.31M +$409K +13,770 +50%
FF
27
Friedenthal Financial
New Jersey
$1.12M -$341K -11,460 -24%
1832 Asset Management
28
1832 Asset Management
Ontario, Canada
$959K +$905K +30,445 New
JPLA
29
Joseph P. Lucia & Associates
New York
$939K +$25.9K +870 +3%
JIP
30
Jaffetilchin Investment Partners
Florida
$928K +$147K +4,955 +20%
Goldman Sachs
31
Goldman Sachs
New York
$680K -$1.23M -41,405 -66%
CWA
32
Capital Wealth Alliance
Arizona
$610K -$352K -11,845 -38%
CA
33
Cetera Advisors
Colorado
$531K +$216K +7,270 +76%
HH
34
Hilltop Holdings
Texas
$481K +$74.3K +2,500 +20%
FSA
35
Financial Services Advisory
Maryland
$444K +$418K +14,040 New
Stifel Financial
36
Stifel Financial
Missouri
$437K +$411K +13,815 New
GVAG
37
Great Valley Advisor Group
Delaware
$404K -$5.8K -195 -2%
WWM
38
Western Wealth Management
Colorado
$369K -$18K -605 -5%
Lido Advisors
39
Lido Advisors
California
$331K +$312K +10,505 New
CS
40
Comerica Securities
Michigan
$319K
KAS
41
Kestra Advisory Services
Texas
$311K +$294K +9,900 New
SWM
42
SeaCrest Wealth Management
New York
$310K +$149 +5 +0.1%
WCA
43
Windsor Creek Advisors
Vermont
$259K +$244K +8,195 New
ML
44
McAdam LLC
Pennsylvania
$254K +$149 +5 +0.1%
Osaic Holdings
45
Osaic Holdings
Arizona
$232K +$119K +3,990 +120%
OC
46
Oppenheimer & Co
New York
$231K +$218K +7,315 New
Citadel Advisors
47
Citadel Advisors
Florida
$228K -$178K -5,970 -45%
ACM
48
AlphaStar Capital Management
North Carolina
$225K -$2.53K -85 -1%
LSA
49
L & S Advisors
California
$224K +$210K +7,075 New
MCC
50
Money Concepts Capital
Florida
$165K +$155K +5,215 New

RSPN Hedge Fund Activity: Q4 2020 in Review

74 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Equal Weight Industrials ETF (RSPN) for Q4 2020, worth a combined $230M — up 39% from $166M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new RSPN positions and 4 closed out — a net gain of 19 holders — while 23 added to existing stakes and 18 trimmed.

The largest buyer was Bank of America, adding an estimated $9.13M. The largest seller was Raymond James Financial Services Advisors, cutting an estimated $2.7M.

  • 74 institutional investors held Invesco S&P 500 Equal Weight Industrials ETF (RSPN) as of Q4 2020, up from 56 in Q3 2020.
  • Funds reported $230M of Invesco S&P 500 Equal Weight Industrials ETF stock for Q4 2020, up 39% quarter-over-quarter.
  • 23 funds opened new Invesco S&P 500 Equal Weight Industrials ETF positions in Q4 2020 and 4 closed out, a net change of +19 holders.
  • The largest Invesco S&P 500 Equal Weight Industrials ETF buyer in Q4 2020 was Bank of America, an estimated $9.13M added.
  • The largest Invesco S&P 500 Equal Weight Industrials ETF seller in Q4 2020 was Raymond James Financial Services Advisors, an estimated $2.7M sold.

Based on aggregated 13F filings for Q4 2020.