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Invesco S&P 500 Equal Weight Industrials ETF

136 hedge funds and large institutions have $430M invested in Invesco S&P 500 Equal Weight Industrials ETF in 2024 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 44 increasing their positions, 50 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 6

5% more funds holding

Funds holding: 130136 (+6)

2% more capital invested

Capital invested by funds: $421M → $430M (+$9.15M)

0.79% more ownership

Funds ownership: 65.33%66.12% (+0.79%)

0% more funds holding in top 10

Funds holding in top 10: 66 (0)

12% less repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 50

Holders
136
Holders Change
+6
Holders Change %
+4.62%
% of All Funds
1.79%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.08%
New
15
Increased
44
Reduced
50
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PAG
26
Private Advisory Group
Washington
$3.24M -$203K -3,861 -6%
GSC
27
G&S Capital
Colorado
$2.96M +$90.4K +1,721 +3%
EFA
28
Evernest Financial Advisors
Indiana
$2.73M +$118K +2,238 +4%
CCFM
29
Clear Creek Financial Management
Washington
$2.64M +$2.77M +52,669 New
JPLA
30
Joseph P. Lucia & Associates
New York
$2.64M -$49.9K -950 -2%
Baird Financial Group
31
Baird Financial Group
Wisconsin
$2.53M -$3.31K -63 -0.1%
PCH
32
PGIM Custom Harvest
New Jersey
$2.5M -$61.1K -1,164 -2%
OC
33
Oppenheimer & Co
New York
$2.35M +$44.2K +842 +2%
PAG
34
Private Advisor Group
New Jersey
$2.32M -$128K -2,446 -5%
Cambridge Investment Research Advisors
35
Cambridge Investment Research Advisors
Iowa
$2.31M +$141K +2,688 +6%
EH
36
Equitable Holdings
New York
$2.3M -$34.3K -654 -1%
CWA
37
Choice Wealth Advisors
Maine
$2.11M -$96.8K -1,844 -4%
TFP
38
Traction Financial Partners
Wyoming
$1.8M -$97.7K -1,861 -5%
AFS
39
Access Financial Services
Minnesota
$1.79M -$65.6K -1,250 -3%
YAVAPFMC
40
Yahav Achim Ve Achayot - Provident Funds Management Company
Israel
$1.66M
Stifel Financial
41
Stifel Financial
Missouri
$1.55M -$13K -248 -0.8%
BMCM
42
Burns Matteson Capital Management
New York
$1.53M -$72.5K -1,381 -4%
Cetera Investment Advisers
43
Cetera Investment Advisers
Illinois
$1.48M +$15.4K +294 +1%
FF
44
Friedenthal Financial
New Jersey
$1.45M -$6.2K -118 -0.4%
BKA
45
Brick & Kyle Associates
Pennsylvania
$1.43M +$368 +7 +0%
CWM
46
Comprehensive Wealth Management
Washington
$1.35M +$33.6K +639 +2%
Lido Advisors
47
Lido Advisors
California
$1.3M +$204K +3,883 +18%
LOIP
48
Live Oak Investment Partners
Texas
$1.26M
WAM
49
Walker Asset Management
Missouri
$1.24M +$13.9K +264 +1%
GRP
50
Global Retirement Partners
California
$1.15M +$405K +7,721 +51%

RSPN Hedge Fund Activity: Q4 2024 in Review

136 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Equal Weight Industrials ETF (RSPN) for Q4 2024, worth a combined $430M — up 2.2% from $421M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new RSPN positions and 6 closed out — a net gain of 9 holders — while 44 added to existing stakes and 50 trimmed.

The largest buyer was Strategic Wealth Partners, opening a new position worth an estimated $6.5M. The largest seller was Wells Fargo, cutting an estimated $1.23M.

  • 136 institutional investors held Invesco S&P 500 Equal Weight Industrials ETF (RSPN) as of Q4 2024, up from 130 in Q3 2024.
  • Funds reported $430M of Invesco S&P 500 Equal Weight Industrials ETF stock for Q4 2024, up 2.2% quarter-over-quarter.
  • 15 funds opened new Invesco S&P 500 Equal Weight Industrials ETF positions in Q4 2024 and 6 closed out, a net change of +9 holders.
  • The largest Invesco S&P 500 Equal Weight Industrials ETF buyer in Q4 2024 was Strategic Wealth Partners, an estimated $6.5M added.
  • The largest Invesco S&P 500 Equal Weight Industrials ETF seller in Q4 2024 was Wells Fargo, an estimated $1.23M sold.

Based on aggregated 13F filings for Q4 2024.