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Invesco S&P 500 Equal Weight Industrials ETF
RSPN

136 hedge funds and large institutions have $433M invested in Invesco S&P 500 Equal Weight Industrials ETF in 2024 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 54 increasing their positions, 39 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more funds holding in top 10

Funds holding in top 10: 2 → 5 (+3)

42% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 12

38% more repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 39

3% more funds holding

Funds holding: 132 → 136 (+4)

5% more capital invested

Capital invested by funds: $413M → $433M (+$20.6M)

3.03% less ownership

Funds ownership: 64.25% → 61.22% (-3%)

Holders
136
Holders Change
+4
Holders Change %
+3.03%
% of All Funds
1.96%
Holding in Top 10
5
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+150%
% of All Funds
0.07%
New
17
Increased
54
Reduced
39
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Goldman Sachs
Goldman Sachs
New York
+$17.8M
2
JP Morgan Chase
JP Morgan Chase
New York
+$6.9M
3
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$2.76M
4
UBS Group
UBS Group
Switzerland
+$2.25M
5
RJFSA
Raymond James Financial Services Advisors
Florida
+$1.44M

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$46.1M
2
OAM
Oppenheimer Asset Management
New York
-$5.88M
3
Bank of America
Bank of America
North Carolina
-$2.08M
4
AWM
AE Wealth Management
Kansas
-$1.54M
5
Ameriprise
Ameriprise
Minnesota
-$950K
Name Holding Trade Value Shares
Change 		Change in
Stake
PAG
26
Private Advisory Group
Washington
$3.37M +$383K +8,608 +14%
TWC
27
TD Waterhouse Canada
Ontario, Canada
$2.94M +$946K +21,243 +70%
EFA
28
Evernest Financial Advisors
Indiana
$2.69M +$161K +3,607 +6%
GSC
29
G&S Capital
Colorado
$2.66M +$65.7K +1,475 +3%
JPLA
30
Joseph P. Lucia & Associates
New York
$2.6M +$712 +16 +0%
PAG
31
Private Advisor Group
New Jersey
$2.46M -$83.2K -1,869 -3%
EH
32
Equitable Holdings
New York
$2.16M +$11.3K +254 +0.6%
CWA
33
Choice Wealth Advisors
Maine
$2.09M +$123K +2,770 +7%
TFP
34
Traction Financial Partners
Wyoming
$1.98M -$284K -6,381 -13%
Baird Financial Group
35
Baird Financial Group
Wisconsin
$1.85M +$46.3K +1,039 +3%
AFS
36
Access Financial Services
Minnesota
$1.81M +$172K +3,858 +11%
BMCM
37
Burns Matteson Capital Management
New York
$1.78M -$236K -5,311 -12%
OC
38
Oppenheimer & Co
New York
$1.69M +$241K +5,406 +18%
YAVAPFMC
39
Yahav Achim Ve Achayot - Provident Funds Management Company
Israel
$1.57M – – –
CWA
40
Capital Wealth Alliance
Arizona
$1.56M +$309K +6,931 +27%
FF
41
Friedenthal Financial
New Jersey
$1.44M -$72.2K -1,623 -5%
Stifel Financial
42
Stifel Financial
Missouri
$1.4M +$116K +2,604 +10%
Cetera Investment Advisers
43
Cetera Investment Advisers
Illinois
$1.34M +$1.25M +28,127 New
BKA
44
Brick & Kyle Associates
Pennsylvania
$1.34M +$1.27M +28,494 New
Susquehanna International Group
45
Susquehanna International Group
Pennsylvania
$1.31M +$949K +21,317 +345%
PFS
46
Prospera Financial Services
Texas
$1.3M +$1.21M +27,173 New
WAM
47
Walker Asset Management
Missouri
$1.26M +$1.78K +40 +0.2%
Lido Advisors
48
Lido Advisors
California
$1.22M -$49.9K -1,121 -4%
CA
49
Cetera Advisors
Colorado
$1.19M +$4.14K +93 +0.4%
CWM
50
Comprehensive Wealth Management
Washington
$1.01M -$11.6K -261 -1%
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RSPN Hedge Fund Activity: Q1 2024 in Review

136 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Equal Weight Industrials ETF (RSPN) for Q1 2024, worth a combined $433M — up 5% from $413M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new RSPN positions and 12 closed out — a net gain of 5 holders — while 54 added to existing stakes and 39 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $17.8M. The largest seller was Morgan Stanley, cutting an estimated $46.1M.

  • 136 institutional investors held Invesco S&P 500 Equal Weight Industrials ETF (RSPN) as of Q1 2024, up from 132 in Q4 2023.
  • Funds reported $433M of Invesco S&P 500 Equal Weight Industrials ETF stock for Q1 2024, up 5% quarter-over-quarter.
  • 17 funds opened new Invesco S&P 500 Equal Weight Industrials ETF positions in Q1 2024 and 12 closed out, a net change of +5 holders.
  • The largest Invesco S&P 500 Equal Weight Industrials ETF buyer in Q1 2024 was Goldman Sachs, an estimated $17.8M added.
  • The largest Invesco S&P 500 Equal Weight Industrials ETF seller in Q1 2024 was Morgan Stanley, an estimated $46.1M sold.

Based on aggregated 13F filings for Q1 2024.