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Invesco S&P 500 Equal Weight Industrials ETF

106 hedge funds and large institutions have $308M invested in Invesco S&P 500 Equal Weight Industrials ETF in 2021 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 42 increasing their positions, 29 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

45% more repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 29

28.68% more ownership

Funds ownership: 288.42%317.1% (+29%)

19% more capital invested

Capital invested by funds: $258M → $308M (+$49.6M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

1% less funds holding

Funds holding: 107106 (-1)

6% less first-time investments, than exits

New positions opened: 15 | Existing positions closed: 16

Holders
106
Holders Change
-1
Holders Change %
-0.93%
% of All Funds
1.63%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
15
Increased
42
Reduced
29
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KAS
26
Kestra Advisory Services
Texas
$1.91M +$1.29M +33,345 +221%
AFS
27
Access Financial Services
Minnesota
$1.91M -$4.26K -110 -0.2%
JPLA
28
Joseph P. Lucia & Associates
New York
$1.84M +$23.2K +600 +1%
Citadel Advisors
29
Citadel Advisors
Florida
$1.79M -$14.3K -370 -0.8%
CWM
30
Circle Wealth Management
New Jersey
$1.44M +$1.35K +35 +0.1%
VWA
31
V Wealth Advisors
Kansas
$1.44M +$33.1K +855 +2%
CWA
32
Capital Wealth Alliance
Arizona
$1.31M +$638K +16,470 +99%
FF
33
Friedenthal Financial
New Jersey
$1.24M -$148K -3,830 -11%
JIR
34
James Investment Research
Ohio
$1.24M -$112K -2,905 -8%
Stifel Financial
35
Stifel Financial
Missouri
$1.23M +$53.2K +1,375 +5%
CA
36
Cetera Advisors
Colorado
$823K
HH
37
Hilltop Holdings
Texas
$694K
CRWM
38
Castle Rock Wealth Management
California
$655K +$32.1K +830 +5%
SCA
39
Snowden Capital Advisors
New York
$632K +$57.1K +1,475 +10%
BAM
40
Belpointe Asset Management
Nevada
$627K +$32.5K +840 +6%
ACM
41
AlphaStar Capital Management
North Carolina
$596K -$5.03K -130 -0.8%
Lido Advisors
42
Lido Advisors
California
$584K -$1.74K -45 -0.3%
Envestnet Asset Management
43
Envestnet Asset Management
Illinois
$575K +$44.3K +1,145 +9%
BCA
44
Bay Colony Advisors
Massachusetts
$531K +$184K +4,745 +55%
SWM
45
SeaCrest Wealth Management
New York
$511K +$194 +5 +0%
GVAG
46
Great Valley Advisor Group
Delaware
$484K
TWC
47
TD Waterhouse Canada
Ontario, Canada
$476K +$386K +9,970 New
PIA
48
Pinion Investment Advisors
Kansas
$456K +$129K +3,330 +41%
CS
49
Comerica Securities
Michigan
$399K
OIA
50
OneDigital Investment Advisors
Kansas
$381K +$41.2K +1,065 +12%

RSPN Hedge Fund Activity: Q4 2021 in Review

106 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Equal Weight Industrials ETF (RSPN) for Q4 2021, worth a combined $308M — up 19% from $258M a quarter earlier.

Sellers outnumbered buyers: 16 funds closed out of RSPN and 15 opened new positions — a net loss of 1 holder — while 29 trimmed existing stakes and 42 added.

The largest buyer was Gradient Investments, adding an estimated $41.9M. The largest seller was IMC Chicago, exiting entirely with an estimated $9.44M sold.

  • 106 institutional investors held Invesco S&P 500 Equal Weight Industrials ETF (RSPN) as of Q4 2021, down from 107 in Q3 2021.
  • Funds reported $308M of Invesco S&P 500 Equal Weight Industrials ETF stock for Q4 2021, up 19% quarter-over-quarter.
  • 15 funds opened new Invesco S&P 500 Equal Weight Industrials ETF positions in Q4 2021 and 16 closed out, a net change of -1 holder.
  • The largest Invesco S&P 500 Equal Weight Industrials ETF buyer in Q4 2021 was Gradient Investments, an estimated $41.9M added.
  • The largest Invesco S&P 500 Equal Weight Industrials ETF seller in Q4 2021 was IMC Chicago, an estimated $9.44M sold.

Based on aggregated 13F filings for Q4 2021.