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Invesco S&P 500 Equal Weight Industrials ETF

111 hedge funds and large institutions have $199M invested in Invesco S&P 500 Equal Weight Industrials ETF in 2023 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 42 increasing their positions, 28 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

85% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 13

50% more repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 28

21% more capital invested

Capital invested by funds: $165M → $199M (+$34.8M)

10% more funds holding

Funds holding: 101111 (+10)

7.85% more ownership

Funds ownership: 256.54%264.39% (+7.9%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
111
Holders Change
+10
Holders Change %
+9.9%
% of All Funds
1.77%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
24
Increased
42
Reduced
28
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WAP
26
Wealthcare Advisory Partners
Pennsylvania
$1.61M +$72.2K +1,930 +5%
OC
27
Oppenheimer & Co
New York
$1.6M +$258K +6,900 +19%
Baird Financial Group
28
Baird Financial Group
Wisconsin
$1.33M -$23K -615 -2%
AFS
29
Access Financial Services
Minnesota
$1.26M +$7.67K +205 +0.6%
FF
30
Friedenthal Financial
New Jersey
$1.25M +$70.7K +1,890 +6%
Susquehanna International Group
31
Susquehanna International Group
Pennsylvania
$1.21M +$673K +17,980 +125%
KAS
32
Kestra Advisory Services
Texas
$1.14M +$217K +5,805 +24%
WAM
33
Walker Asset Management
Missouri
$1.02M -$94.7K -2,530 -9%
RJA
34
Raymond James & Associates
Florida
$958K -$34K -910 -3%
LOIP
35
Live Oak Investment Partners
Texas
$933K
Goldman Sachs
36
Goldman Sachs
New York
$909K +$266K +7,100 +41%
Lido Advisors
37
Lido Advisors
California
$860K +$172K +4,590 +25%
CA
38
Cetera Advisors
Colorado
$848K +$13.1K +350 +2%
Citadel Advisors
39
Citadel Advisors
Florida
$838K +$835K +22,320 New
CWA
40
Capital Wealth Alliance
Arizona
$806K -$522K -13,950 -39%
EH
41
Equitable Holdings
New York
$792K +$114K +3,045 +17%
CWM
42
Comprehensive Wealth Management
Washington
$761K -$2.81K -75 -0.4%
CWM
43
Circle Wealth Management
New Jersey
$758K +$2.06K +55 +0.3%
HH
44
Hilltop Holdings
Texas
$695K +$27.1K +725 +4%
FTUS
45
Flow Traders U.S.
New York
$654K +$652K +17,415 New
CW
46
CreativeOne Wealth
Kansas
$617K -$18.3K -490 -3%
AWM
47
AE Wealth Management
Kansas
$606K +$140K +3,750 +30%
GVAG
48
Great Valley Advisor Group
Delaware
$504K -$37.6K -1,005 -7%
SWM
49
SeaCrest Wealth Management
New York
$487K -$187 -5 -0%
National Bank of Canada
50
National Bank of Canada
Quebec, Canada
$463K +$449K +12,000 +3,692%

RSPN Hedge Fund Activity: Q1 2023 in Review

111 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Equal Weight Industrials ETF (RSPN) for Q1 2023, worth a combined $199M — up 21% from $165M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new RSPN positions and 13 closed out — a net gain of 11 holders — while 42 added to existing stakes and 28 trimmed.

The largest buyer was Affinity Wealth Management, opening a new position worth an estimated $11.5M. The largest seller was Ameriprise, cutting an estimated $4.07M.

  • 111 institutional investors held Invesco S&P 500 Equal Weight Industrials ETF (RSPN) as of Q1 2023, up from 101 in Q4 2022.
  • Funds reported $199M of Invesco S&P 500 Equal Weight Industrials ETF stock for Q1 2023, up 21% quarter-over-quarter.
  • 24 funds opened new Invesco S&P 500 Equal Weight Industrials ETF positions in Q1 2023 and 13 closed out, a net change of +11 holders.
  • The largest Invesco S&P 500 Equal Weight Industrials ETF buyer in Q1 2023 was Affinity Wealth Management, an estimated $11.5M added.
  • The largest Invesco S&P 500 Equal Weight Industrials ETF seller in Q1 2023 was Ameriprise, an estimated $4.07M sold.

Based on aggregated 13F filings for Q1 2023.