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Invesco S&P 500 Equal Weight Industrials ETF

104 hedge funds and large institutions have $257M invested in Invesco S&P 500 Equal Weight Industrials ETF in 2022 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 31 increasing their positions, 33 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 16

6% less repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 33

2% less funds holding

Funds holding: 106104 (-2)

17% less capital invested

Capital invested by funds: $308M → $257M (-$51M)

27.05% less ownership

Funds ownership: 317.1%290.05% (-27%)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
104
Holders Change
-2
Holders Change %
-1.89%
% of All Funds
1.64%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
18
Increased
31
Reduced
33
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AFS
26
Access Financial Services
Minnesota
$1.36M -$452K -12,135 -25%
CWA
27
Capital Wealth Alliance
Arizona
$1.27M +$19.4K +520 +2%
FF
28
Friedenthal Financial
New Jersey
$1.18M -$11.7K -315 -1%
Jane Street
29
Jane Street
New York
$1.14M +$1.13M +30,210 New
1832 Asset Management
30
1832 Asset Management
Ontario, Canada
$1.07M -$1.12M -29,940 -51%
WAP
31
Wealthcare Advisory Partners
Pennsylvania
$921K +$910K +24,420 New
Envestnet Asset Management
32
Envestnet Asset Management
Illinois
$903K +$350K +9,380 +64%
WAM
33
Walker Asset Management
Missouri
$895K +$884K +23,725 New
SCA
34
Snowden Capital Advisors
New York
$785K +$179K +4,810 +30%
CA
35
Cetera Advisors
Colorado
$784K -$932 -25 -0.1%
Stifel Financial
36
Stifel Financial
Missouri
$759K -$412K -11,055 -35%
CS
37
Comerica Securities
Michigan
$756K +$371K +9,965 +99%
AWA
38
Arkadios Wealth Advisors
Georgia
$756K +$747K +20,050 New
Susquehanna International Group
39
Susquehanna International Group
Pennsylvania
$752K +$743K +19,945 New
LWM
40
Laidlaw Wealth Management
New York
$744K +$735K +19,735 New
IA
41
IFG Advisory
Georgia
$743K +$734K +19,710 New
Citadel Advisors
42
Citadel Advisors
Florida
$681K -$1.02M -27,360 -60%
CRWM
43
Castle Rock Wealth Management
California
$656K
HH
44
Hilltop Holdings
Texas
$651K -$11.2K -300 -2%
Lido Advisors
45
Lido Advisors
California
$613K +$55.1K +1,480 +10%
VCM
46
Virtue Capital Management
Tennessee
$613K +$373K +10,010 +161%
BAM
47
Belpointe Asset Management
Nevada
$598K -$186 -5 -0%
WWM
48
Western Wealth Management
Colorado
$578K +$284K +7,610 +98%
CWM
49
Comprehensive Wealth Management
Washington
$542K +$536K +14,375 New
ACM
50
AlphaStar Capital Management
North Carolina
$541K -$34.7K -930 -6%

RSPN Hedge Fund Activity: Q1 2022 in Review

104 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Equal Weight Industrials ETF (RSPN) for Q1 2022, worth a combined $257M — down 17% from $308M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new RSPN positions and 16 closed out — a net gain of 2 holders — while 31 added to existing stakes and 33 trimmed.

The largest buyer was Prudential Financial, opening a new position worth an estimated $19.6M. The largest seller was LPL Financial, cutting an estimated $39.9M.

  • 104 institutional investors held Invesco S&P 500 Equal Weight Industrials ETF (RSPN) as of Q1 2022, down from 106 in Q4 2021.
  • Funds reported $257M of Invesco S&P 500 Equal Weight Industrials ETF stock for Q1 2022, down 17% quarter-over-quarter.
  • 18 funds opened new Invesco S&P 500 Equal Weight Industrials ETF positions in Q1 2022 and 16 closed out, a net change of +2 holders.
  • The largest Invesco S&P 500 Equal Weight Industrials ETF buyer in Q1 2022 was Prudential Financial, an estimated $19.6M added.
  • The largest Invesco S&P 500 Equal Weight Industrials ETF seller in Q1 2022 was LPL Financial, an estimated $39.9M sold.

Based on aggregated 13F filings for Q1 2022.