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Invesco S&P 500 Equal Weight Industrials ETF

111 hedge funds and large institutions have $345M invested in Invesco S&P 500 Equal Weight Industrials ETF in 2021 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 41 increasing their positions, 19 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,400% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 2

116% more repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 19

47% more capital invested

Capital invested by funds: $234M → $345M (+$111M)

32% more funds holding

Funds holding: 84111 (+27)

26.21% more ownership

Funds ownership: 258.28%284.49% (+26%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
111
Holders Change
+27
Holders Change %
+32.14%
% of All Funds
1.93%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
30
Increased
41
Reduced
19
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GA
26
GoalVest Advisory
New York
$2.26M +$1.05M +28,155 +87%
BMCM
27
Burns Matteson Capital Management
New York
$1.83M +$4.28K +115 +0.2%
AFS
28
Access Financial Services
Minnesota
$1.81M -$22.5K -605 -1%
1832 Asset Management
29
1832 Asset Management
Ontario, Canada
$1.79M -$612K -16,460 -25%
JPLA
30
Joseph P. Lucia & Associates
New York
$1.72M +$479K +12,880 +39%
CWA
31
Choice Wealth Advisors
Maine
$1.59M +$435K +11,690 +38%
Jane Street
32
Jane Street
New York
$1.39M +$1.39M +37,300 New
CWM
33
Circle Wealth Management
New Jersey
$1.35M +$1.35M +36,315 New
NFG
34
Norris Financial Group
South Carolina
$1.35M +$1.35M +36,190 New
FF
35
Friedenthal Financial
New Jersey
$1.32M +$148K +3,980 +13%
VWA
36
V Wealth Advisors
Kansas
$1.26M +$610K +16,415 +95%
JIP
37
Jaffetilchin Investment Partners
Florida
$1.17M +$1.08M +28,940 +413%
Stifel Financial
38
Stifel Financial
Missouri
$1.07M +$159K +4,270 +17%
CA
39
Cetera Advisors
Colorado
$776K -$929 -25 -0.1%
SIA
40
SkyView Investment Advisors
New Jersey
$679K
Goldman Sachs
41
Goldman Sachs
New York
$666K -$137K -3,675 -17%
HH
42
Hilltop Holdings
Texas
$664K +$45.5K +1,225 +7%
FSA
43
Financial Services Advisory
Maryland
$651K +$649K +17,460 New
Envestnet Asset Management
44
Envestnet Asset Management
Illinois
$648K +$165K +4,440 +34%
KAS
45
Kestra Advisory Services
Texas
$613K +$63.4K +1,705 +12%
IWM
46
IHT Wealth Management
Illinois
$548K +$546K +14,680 New
CWA
47
Capital Wealth Alliance
Arizona
$540K +$552K +14,840 New
FIM
48
Freedom Investment Management
Connecticut
$491K -$27.1K -730 -5%
SWM
49
SeaCrest Wealth Management
New York
$482K +$70.6K +1,900 +17%
TRCT
50
Tower Research Capital (TRC)
New York
$449K +$447K +12,030 New

RSPN Hedge Fund Activity: Q2 2021 in Review

111 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Equal Weight Industrials ETF (RSPN) for Q2 2021, worth a combined $345M — up 47% from $234M a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new RSPN positions and 2 closed out — a net gain of 28 holders — while 41 added to existing stakes and 19 trimmed.

The largest buyer was LPL Financial, adding an estimated $43.9M. The largest seller was Raymond James Financial Services Advisors, cutting an estimated $5.4M.

  • 111 institutional investors held Invesco S&P 500 Equal Weight Industrials ETF (RSPN) as of Q2 2021, up from 84 in Q1 2021.
  • Funds reported $345M of Invesco S&P 500 Equal Weight Industrials ETF stock for Q2 2021, up 47% quarter-over-quarter.
  • 30 funds opened new Invesco S&P 500 Equal Weight Industrials ETF positions in Q2 2021 and 2 closed out, a net change of +28 holders.
  • The largest Invesco S&P 500 Equal Weight Industrials ETF buyer in Q2 2021 was LPL Financial, an estimated $43.9M added.
  • The largest Invesco S&P 500 Equal Weight Industrials ETF seller in Q2 2021 was Raymond James Financial Services Advisors, an estimated $5.4M sold.

Based on aggregated 13F filings for Q2 2021.