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Invesco S&P 500 Equal Weight Industrials ETF

132 hedge funds and large institutions have $413M invested in Invesco S&P 500 Equal Weight Industrials ETF in 2023 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 48 increasing their positions, 41 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

171% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 7

26% more capital invested

Capital invested by funds: $327M → $413M (+$85.5M)

17% more repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 41

9% more funds holding

Funds holding: 121132 (+11)

5.04% more ownership

Funds ownership: 59.21%64.25% (+5%)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
132
Holders Change
+11
Holders Change %
+9.09%
% of All Funds
1.92%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
19
Increased
48
Reduced
41
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PAG
26
Private Advisory Group
Washington
$2.67M +$177K +4,468 +8%
EFA
27
Evernest Financial Advisors
Indiana
$2.41M +$2.21M +55,861 New
JPLA
28
Joseph P. Lucia & Associates
New York
$2.35M -$40.3K -1,020 -2%
GSC
29
G&S Capital
Colorado
$2.34M +$2.14M +54,184 New
PAG
30
Private Advisor Group
New Jersey
$2.3M +$98.4K +2,490 +5%
TFP
31
Traction Financial Partners
Wyoming
$2.08M +$1.91M +48,325 New
EH
32
Equitable Holdings
New York
$1.94M +$111K +2,807 +7%
BMCM
33
Burns Matteson Capital Management
New York
$1.84M -$94.2K -2,383 -5%
CWA
34
Choice Wealth Advisors
Maine
$1.77M -$43.8K -1,108 -3%
TWC
35
TD Waterhouse Canada
Ontario, Canada
$1.65M +$1.2M +30,455 New
Baird Financial Group
36
Baird Financial Group
Wisconsin
$1.63M +$78.8K +1,994 +6%
AWM
37
AE Wealth Management
Kansas
$1.54M -$3.15M -79,757 -69%
LOIP
38
Live Oak Investment Partners
Texas
$1.49M
AFS
39
Access Financial Services
Minnesota
$1.47M +$17.4K +441 +1%
YAVAPFMC
40
Yahav Achim Ve Achayot - Provident Funds Management Company
Israel
$1.42M
FF
41
Friedenthal Financial
New Jersey
$1.37M -$9.05K -229 -0.7%
OC
42
Oppenheimer & Co
New York
$1.29M +$230K +5,810 +24%
Commonwealth Equity Services
43
Commonwealth Equity Services
Massachusetts
$1.19M +$311K +7,879 +40%
Stifel Financial
44
Stifel Financial
Missouri
$1.15M -$78.6K -1,988 -7%
Lido Advisors
45
Lido Advisors
California
$1.15M -$1.77M -44,750 -63%
WAM
46
Walker Asset Management
Missouri
$1.13M +$3.16K +80 +0.3%
CWA
47
Capital Wealth Alliance
Arizona
$1.12M +$202K +5,101 +25%
CA
48
Cetera Advisors
Colorado
$1.07M +$29.6K +750 +3%
RJA
49
Raymond James & Associates
Florida
$986K -$11.4K -289 -1%
AFWM
50
AMJ Financial Wealth Management
Virginia
$959K -$218K -5,523 -20%

RSPN Hedge Fund Activity: Q4 2023 in Review

132 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Equal Weight Industrials ETF (RSPN) for Q4 2023, worth a combined $413M — up 26% from $327M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new RSPN positions and 7 closed out — a net gain of 12 holders — while 48 added to existing stakes and 41 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $28.6M. The largest seller was Osaic Holdings, cutting an estimated $4.61M.

  • 132 institutional investors held Invesco S&P 500 Equal Weight Industrials ETF (RSPN) as of Q4 2023, up from 121 in Q3 2023.
  • Funds reported $413M of Invesco S&P 500 Equal Weight Industrials ETF stock for Q4 2023, up 26% quarter-over-quarter.
  • 19 funds opened new Invesco S&P 500 Equal Weight Industrials ETF positions in Q4 2023 and 7 closed out, a net change of +12 holders.
  • The largest Invesco S&P 500 Equal Weight Industrials ETF buyer in Q4 2023 was Morgan Stanley, an estimated $28.6M added.
  • The largest Invesco S&P 500 Equal Weight Industrials ETF seller in Q4 2023 was Osaic Holdings, an estimated $4.61M sold.

Based on aggregated 13F filings for Q4 2023.