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Invesco S&P 500 Equal Weight Industrials ETF

119 hedge funds and large institutions have $286M invested in Invesco S&P 500 Equal Weight Industrials ETF in 2023 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 44 increasing their positions, 36 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more funds holding in top 10

Funds holding in top 10: 13 (+2)

87.47% more ownership

Funds ownership: 264.39%351.86% (+87%)

80% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 10

44% more capital invested

Capital invested by funds: $199M → $286M (+$87.2M)

22% more repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 36

7% more funds holding

Funds holding: 111119 (+8)

Holders
119
Holders Change
+8
Holders Change %
+7.21%
% of All Funds
1.87%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.05%
New
18
Increased
44
Reduced
36
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FTUS
26
Flow Traders U.S.
New York
$2.67M +$1.8M +47,830 +275%
PAG
27
Private Advisory Group
Washington
$2.51M -$195K -5,190 -8%
JPLA
28
Joseph P. Lucia & Associates
New York
$2.26M -$289K -7,675 -12%
Royal Bank of Canada
29
Royal Bank of Canada
Ontario, Canada
$2.23M -$184K -4,875 -8%
IGWM
30
ICA Group Wealth Management
Colorado
$2.13M +$66.8K +1,775 +4%
PAG
31
Private Advisor Group
New Jersey
$1.95M +$32.7K +870 +2%
BMCM
32
Burns Matteson Capital Management
New York
$1.84M -$81.5K -2,165 -5%
CWA
33
Choice Wealth Advisors
Maine
$1.73M -$214K -5,680 -12%
EH
34
Equitable Holdings
New York
$1.64M +$718K +19,065 +90%
Lido Advisors
35
Lido Advisors
California
$1.6M +$610K +16,210 +71%
Baird Financial Group
36
Baird Financial Group
Wisconsin
$1.48M +$29.7K +790 +2%
Goldman Sachs
37
Goldman Sachs
New York
$1.47M +$5.86M +155,600 +642%
AFS
38
Access Financial Services
Minnesota
$1.35M -$17.9K -475 -1%
FF
39
Friedenthal Financial
New Jersey
$1.33M -$28K -745 -2%
YAVAPFMC
40
Yahav Achim Ve Achayot - Provident Funds Management Company
Israel
$1.26M +$1.24M +33,000 New
FIM
41
Freedom Investment Management
Connecticut
$1.15M -$1.53M -40,760 -59%
WAM
42
Walker Asset Management
Missouri
$1.09M -$20.3K -540 -2%
RJA
43
Raymond James & Associates
Florida
$1.06M +$11.1K +295 +1%
LOIP
44
Live Oak Investment Partners
Texas
$1.04M
Commonwealth Equity Services
45
Commonwealth Equity Services
Massachusetts
$923K +$33.5K +890 +4%
CA
46
Cetera Advisors
Colorado
$920K -$4.14K -110 -0.5%
CWM
47
Comprehensive Wealth Management
Washington
$914K +$77.5K +2,060 +10%
AFWM
48
AMJ Financial Wealth Management
Virginia
$895K +$824K +21,890 New
OC
49
Oppenheimer & Co
New York
$885K -$791K -21,020 -49%
Citadel Advisors
50
Citadel Advisors
Florida
$882K -$28.8K -765 -3%

RSPN Hedge Fund Activity: Q2 2023 in Review

119 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Equal Weight Industrials ETF (RSPN) for Q2 2023, worth a combined $286M — up 44% from $199M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new RSPN positions and 10 closed out — a net gain of 8 holders — while 44 added to existing stakes and 36 trimmed.

The largest buyer was Davis Investment Partners, adding an estimated $51.8M. The largest seller was Healthcare of Ontario Pension Plan (HOOPP) Trust Fund, exiting entirely with an estimated $4.84M sold.

  • 119 institutional investors held Invesco S&P 500 Equal Weight Industrials ETF (RSPN) as of Q2 2023, up from 111 in Q1 2023.
  • Funds reported $286M of Invesco S&P 500 Equal Weight Industrials ETF stock for Q2 2023, up 44% quarter-over-quarter.
  • 18 funds opened new Invesco S&P 500 Equal Weight Industrials ETF positions in Q2 2023 and 10 closed out, a net change of +8 holders.
  • The largest Invesco S&P 500 Equal Weight Industrials ETF buyer in Q2 2023 was Davis Investment Partners, an estimated $51.8M added.
  • The largest Invesco S&P 500 Equal Weight Industrials ETF seller in Q2 2023 was Healthcare of Ontario Pension Plan (HOOPP) Trust Fund, an estimated $4.84M sold.

Based on aggregated 13F filings for Q2 2023.