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Invesco S&P 500 Equal Weight Industrials ETF

78 hedge funds and large institutions have $135M invested in Invesco S&P 500 Equal Weight Industrials ETF in 2019 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 15 increasing their positions, 23 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

900% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 2

55% more capital invested

Capital invested by funds: $87.2M → $135M (+$47.7M)

44.19% more ownership

Funds ownership: 229.87%274.06% (+44%)

30% more funds holding

Funds holding: 6078 (+18)

35% less repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 23

Holders
78
Holders Change
+18
Holders Change %
+30%
% of All Funds
1.54%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
20
Increased
15
Reduced
23
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PA
51
Parallel Advisors
California
$102K -$3.94K -150 -4%
APA
52
American Portfolios Advisors
New York
$84.6K -$39.4K -1,500 -32%
Citigroup
53
Citigroup
New York
$76K
FDCDDQ
54
Federation des caisses Desjardins du Quebec
Quebec, Canada
$61K
KPCM
55
Kings Point Capital Management
New York
$58K +$56.5K +2,150 New
LFG
56
LifePlan Financial Group
Ohio
$54K
SFPG
57
Stonebridge Financial Planning Group
Florida
$54K +$52.7K +2,005 New
TRCT
58
Tower Research Capital (TRC)
New York
$49K -$487K -18,515 -91%
GWM
59
Geneos Wealth Management
Colorado
$47K
IFWM
60
Institute for Wealth Management
Colorado
$37K +$35.9K +1,365 New
LTFS
61
Ladenburg Thalmann Financial Services
Florida
$31K
Northwestern Mutual Wealth Management
62
Northwestern Mutual Wealth Management
Wisconsin
$31K
Fidelity Investments
63
Fidelity Investments
Massachusetts
$26K +$18.8K +715 +298%
ASN
64
Advisory Services Network
Georgia
$24K +$131 +5 +0.6%
QAM
65
QCI Asset Management
New York
$23K
PNC Financial Services Group
66
PNC Financial Services Group
Pennsylvania
$22K
S
67
SignatureFD
Georgia
$20K
GRP
68
Global Retirement Partners
California
$18K
BW
69
Bison Wealth
Georgia
$13K +$13K +495 New
FRA
70
Front Row Advisors
California
$7K
US Bancorp
71
US Bancorp
Minnesota
$7K
DY
72
Dowling & Yahnke
California
$7K +$6.57K +250 New
CFGS
73
Concourse Financial Group Securities
Alabama
$5K +$4.34K +165 New
CTC
74
Central Trust Company
Missouri
$5K +$4.73K +180 New
ACA
75
Atlas Capital Advisors
Wyoming
$4.67K

RSPN Hedge Fund Activity: Q4 2019 in Review

78 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Equal Weight Industrials ETF (RSPN) for Q4 2019, worth a combined $135M — up 55% from $87.2M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new RSPN positions and 2 closed out — a net gain of 18 holders — while 15 added to existing stakes and 23 trimmed.

The largest buyer was Tradewinds Capital Management, opening a new position worth an estimated $14.7M. The largest seller was Susquehanna International Group, exiting entirely with an estimated $3.62M sold.

  • 78 institutional investors held Invesco S&P 500 Equal Weight Industrials ETF (RSPN) as of Q4 2019, up from 60 in Q3 2019.
  • Funds reported $135M of Invesco S&P 500 Equal Weight Industrials ETF stock for Q4 2019, up 55% quarter-over-quarter.
  • 20 funds opened new Invesco S&P 500 Equal Weight Industrials ETF positions in Q4 2019 and 2 closed out, a net change of +18 holders.
  • The largest Invesco S&P 500 Equal Weight Industrials ETF buyer in Q4 2019 was Tradewinds Capital Management, an estimated $14.7M added.
  • The largest Invesco S&P 500 Equal Weight Industrials ETF seller in Q4 2019 was Susquehanna International Group, an estimated $3.62M sold.

Based on aggregated 13F filings for Q4 2019.