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Invesco S&P 500 Equal Weight Industrials ETF
RSPN

84 hedge funds and large institutions have $234M invested in Invesco S&P 500 Equal Weight Industrials ETF in 2021 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 32 increasing their positions, 18 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

125% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 8

78% more repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 18

14% more funds holding

Funds holding: 74 → 84 (+10)

2% more capital invested

Capital invested by funds: $230M → $234M (+$3.58M)

28.94% less ownership

Funds ownership: 287.22% → 258.28% (-29%)

50% less funds holding in top 10

Funds holding in top 10: 2 → 1 (-1)

Holders
84
Holders Change
+10
Holders Change %
+13.51%
% of All Funds
1.47%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
18
Increased
32
Reduced
18
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
+$19.7M
2
RJFSA
Raymond James Financial Services Advisors
Florida
+$3.86M
3
Morgan Stanley
Morgan Stanley
New York
+$2.95M
4
WSTAM
Wilbanks Smith & Thomas Asset Management
Virginia
+$1.66M
5
Ameriprise
Ameriprise
Minnesota
+$1.6M

Top Sellers

Rank Fund Capital Flow
1
GI
Gradient Investments
Minnesota
-$57.7M
2
FMC
Financial Management Concepts
Florida
-$2.99M
3
IMC Chicago
IMC Chicago
Illinois
-$1.71M
4
APA
American Portfolios Advisors
New York
-$1.47M
5
JIR
James Investment Research
Ohio
-$1.19M
Name Holding Trade Value Shares
Change 		Change in
Stake
JPLA
26
Joseph P. Lucia & Associates
New York
$1.18M +$113K +3,430 +12%
GA
27
GoalVest Advisory
New York
$1.15M +$1.06M +32,385 New
FF
28
Friedenthal Financial
New Jersey
$1.11M -$140K -4,255 -12%
CWA
29
Choice Wealth Advisors
Maine
$1.1M +$1.02M +30,925 New
Stifel Financial
30
Stifel Financial
Missouri
$867K +$348K +10,590 +77%
Goldman Sachs
31
Goldman Sachs
New York
$765K – – –
CA
32
Cetera Advisors
Colorado
$740K +$132K +4,015 +24%
SIA
33
SkyView Investment Advisors
New Jersey
$679K -$905K -27,545 -59%
VWA
34
V Wealth Advisors
Kansas
$617K +$570K +17,350 New
HH
35
Hilltop Holdings
Texas
$589K +$45.2K +1,375 +9%
KAS
36
Kestra Advisory Services
Texas
$523K +$158K +4,820 +49%
FIM
37
Freedom Investment Management
Connecticut
$494K +$457K +13,895 New
Envestnet Asset Management
38
Envestnet Asset Management
Illinois
$459K -$1.18M -35,920 -74%
Citadel Advisors
39
Citadel Advisors
Florida
$448K +$177K +5,395 +75%
GVAG
40
Great Valley Advisor Group
Delaware
$445K -$8.87K -270 -2%
Lido Advisors
41
Lido Advisors
California
$400K +$25K +760 +7%
SWM
42
SeaCrest Wealth Management
New York
$391K +$39.4K +1,200 +12%
CS
43
Comerica Securities
Michigan
$358K – – –
WWM
44
Western Wealth Management
Colorado
$281K -$124K -3,785 -32%
ML
45
McAdam LLC
Pennsylvania
$281K – – –
LSA
46
L & S Advisors
California
$257K +$5.26K +160 +2%
ACM
47
AlphaStar Capital Management
North Carolina
$252K – – –
JIP
48
Jaffetilchin Investment Partners
Florida
$249K -$735K -22,365 -76%
BCA
49
Bay Colony Advisors
Massachusetts
$247K +$229K +6,960 New
MCC
50
Money Concepts Capital
Florida
$231K +$42.1K +1,280 +25%
1
2
3 4

RSPN Hedge Fund Activity: Q1 2021 in Review

84 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Equal Weight Industrials ETF (RSPN) for Q1 2021, worth a combined $234M — up 1.6% from $230M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new RSPN positions and 8 closed out — a net gain of 10 holders — while 32 added to existing stakes and 18 trimmed.

The largest buyer was Bank of America, adding an estimated $19.7M. The largest seller was Gradient Investments, cutting an estimated $57.7M.

  • 84 institutional investors held Invesco S&P 500 Equal Weight Industrials ETF (RSPN) as of Q1 2021, up from 74 in Q4 2020.
  • Funds reported $234M of Invesco S&P 500 Equal Weight Industrials ETF stock for Q1 2021, up 1.6% quarter-over-quarter.
  • 18 funds opened new Invesco S&P 500 Equal Weight Industrials ETF positions in Q1 2021 and 8 closed out, a net change of +10 holders.
  • The largest Invesco S&P 500 Equal Weight Industrials ETF buyer in Q1 2021 was Bank of America, an estimated $19.7M added.
  • The largest Invesco S&P 500 Equal Weight Industrials ETF seller in Q1 2021 was Gradient Investments, an estimated $57.7M sold.

Based on aggregated 13F filings for Q1 2021.