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Invesco S&P 500 Equal Weight Industrials ETF

121 hedge funds and large institutions have $327M invested in Invesco S&P 500 Equal Weight Industrials ETF in 2023 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 55 increasing their positions, 31 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

77% more repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 31

27% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 11

14% more capital invested

Capital invested by funds: $286M → $327M (+$40.9M)

2% more funds holding

Funds holding: 119121 (+2)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

292.66% less ownership

Funds ownership: 351.86%59.21% (-293%)

Holders
121
Holders Change
+2
Holders Change %
+1.68%
% of All Funds
1.92%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
14
Increased
55
Reduced
31
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MAP
26
Milestone Advisory Partners
North Carolina
$3.4M +$398K +9,843 +12%
SAM
27
SignalPoint Asset Management
Missouri
$2.81M +$20.6K +510 +0.7%
Lido Advisors
28
Lido Advisors
California
$2.73M +$1.3M +32,245 +82%
PAG
29
Private Advisory Group
Washington
$2.2M -$161K -3,981 -6%
JPLA
30
Joseph P. Lucia & Associates
New York
$2.13M +$7.08K +175 +0.3%
IGWM
31
ICA Group Wealth Management
Colorado
$2.02M +$29.4K +726 +1%
PAG
32
Private Advisor Group
New Jersey
$1.95M +$136K +3,368 +7%
BMCM
33
Burns Matteson Capital Management
New York
$1.72M -$3K -74 -0.2%
EH
34
Equitable Holdings
New York
$1.62M +$85.1K +2,102 +5%
CWA
35
Choice Wealth Advisors
Maine
$1.62M
Baird Financial Group
36
Baird Financial Group
Wisconsin
$1.37M -$19K -469 -1%
AFS
37
Access Financial Services
Minnesota
$1.29M +$25.9K +641 +2%
YAVAPFMC
38
Yahav Achim Ve Achayot - Provident Funds Management Company
Israel
$1.28M
BAAM
39
Baker Avenue Asset Management
California
$1.27M +$1.34M +33,225 New
FF
40
Friedenthal Financial
New Jersey
$1.23M -$15.3K -379 -1%
Stifel Financial
41
Stifel Financial
Missouri
$1.1M -$1.76M -43,416 -60%
AFWM
42
AMJ Financial Wealth Management
Virginia
$1.06M +$238K +5,882 +27%
WAM
43
Walker Asset Management
Missouri
$1M -$12.1K -300 -1%
OC
44
Oppenheimer & Co
New York
$925K +$102K +2,509 +12%
LOIP
45
Live Oak Investment Partners
Texas
$923K
CA
46
Cetera Advisors
Colorado
$920K +$62.2K +1,537 +7%
RJA
47
Raymond James & Associates
Florida
$886K -$108K -2,679 -10%
CWM
48
Comprehensive Wealth Management
Washington
$876K +$22K +544 +2%
FIM
49
Freedom Investment Management
Connecticut
$829K -$261K -6,452 -23%
CWA
50
Capital Wealth Alliance
Arizona
$795K +$29.9K +738 +4%

RSPN Hedge Fund Activity: Q3 2023 in Review

121 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Equal Weight Industrials ETF (RSPN) for Q3 2023, worth a combined $327M — up 14% from $286M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new RSPN positions and 11 closed out — a net gain of 3 holders — while 55 added to existing stakes and 31 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $17.6M. The largest seller was Davis Investment Partners, cutting an estimated $54.1M.

  • 121 institutional investors held Invesco S&P 500 Equal Weight Industrials ETF (RSPN) as of Q3 2023, up from 119 in Q2 2023.
  • Funds reported $327M of Invesco S&P 500 Equal Weight Industrials ETF stock for Q3 2023, up 14% quarter-over-quarter.
  • 14 funds opened new Invesco S&P 500 Equal Weight Industrials ETF positions in Q3 2023 and 11 closed out, a net change of +3 holders.
  • The largest Invesco S&P 500 Equal Weight Industrials ETF buyer in Q3 2023 was Morgan Stanley, an estimated $17.6M added.
  • The largest Invesco S&P 500 Equal Weight Industrials ETF seller in Q3 2023 was Davis Investment Partners, an estimated $54.1M sold.

Based on aggregated 13F filings for Q3 2023.