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Invesco S&P 500 Equal Weight Industrials ETF

101 hedge funds and large institutions have $165M invested in Invesco S&P 500 Equal Weight Industrials ETF in 2022 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 26 increasing their positions, 36 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 8

36.62% more ownership

Funds ownership: 219.92%256.54% (+37%)

23% more capital invested

Capital invested by funds: $133M → $165M (+$31M)

12% more funds holding

Funds holding: 90101 (+11)

28% less repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 36

Holders
101
Holders Change
+11
Holders Change %
+12.22%
% of All Funds
1.62%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
20
Increased
26
Reduced
36
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Qube Research & Technologies (QRT)
51
Qube Research & Technologies (QRT)
United Kingdom
$327K +$322K +9,180 New
ML
52
McAdam LLC
Pennsylvania
$313K
OCPWS
53
One Charles Private Wealth Services
Massachusetts
$295K
OIA
54
OneDigital Investment Advisors
Kansas
$295K +$38.9K +1,110 +16%
FFN
55
Focus Financial Network
Minnesota
$293K +$5.61K +160 +2%
Envestnet Asset Management
56
Envestnet Asset Management
Illinois
$289K -$684K -19,505 -71%
AWA
57
Arkadios Wealth Advisors
Georgia
$285K -$95K -2,710 -25%
Stifel Financial
58
Stifel Financial
Missouri
$274K +$17.9K +510 +7%
WWM
59
Western Wealth Management
Colorado
$274K -$269K -7,675 -50%
JCM
60
Jacobi Capital Management
Pennsylvania
$260K
BAM
61
Belpointe Asset Management
Nevada
$237K -$154K -4,385 -40%
FAIM
62
Financial Advocates Investment Management
Washington
$222K +$389K +11,100 New
SWM
63
Spire Wealth Management
Virginia
$207K -$350 -10 -0.2%
Corient Private Wealth
64
Corient Private Wealth
Florida
$200K +$197K +5,615 New
GFWA
65
Grey Fox Wealth Advisors
Delaware
$187K +$184K +5,240 New
LFG
66
Larson Financial Group
Missouri
$178K +$175K +5,000 New
CIAS
67
Capital Investment Advisory Services
North Carolina
$178K +$175K +5,000 New
BFEC
68
Benjamin F. Edwards & Company
Missouri
$172K
TWC
69
TD Waterhouse Canada
Ontario, Canada
$171K +$137K +3,905 New
NA
70
NewEdge Advisors
Louisiana
$170K +$167K +4,775 New
GWM
71
Geneos Wealth Management
Colorado
$170K +$48.2K +1,375 +41%
SBL
72
Sargent Bickham Lagudis
Colorado
$135K
Bank of Montreal
73
Bank of Montreal
Ontario, Canada
$120K
TCM
74
Tradewinds Capital Management
Washington
$103K +$350 +10 +0.3%
Rockefeller Capital Management
75
Rockefeller Capital Management
New York
$102K +$350 +10 +0.4%

RSPN Hedge Fund Activity: Q4 2022 in Review

101 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Equal Weight Industrials ETF (RSPN) for Q4 2022, worth a combined $165M — up 23% from $133M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new RSPN positions and 8 closed out — a net gain of 12 holders — while 26 added to existing stakes and 36 trimmed.

The largest buyer was Raymond James Financial Services Advisors, adding an estimated $5.03M. The largest seller was Oppenheimer Asset Management, cutting an estimated $3.15M.

  • 101 institutional investors held Invesco S&P 500 Equal Weight Industrials ETF (RSPN) as of Q4 2022, up from 90 in Q3 2022.
  • Funds reported $165M of Invesco S&P 500 Equal Weight Industrials ETF stock for Q4 2022, up 23% quarter-over-quarter.
  • 20 funds opened new Invesco S&P 500 Equal Weight Industrials ETF positions in Q4 2022 and 8 closed out, a net change of +12 holders.
  • The largest Invesco S&P 500 Equal Weight Industrials ETF buyer in Q4 2022 was Raymond James Financial Services Advisors, an estimated $5.03M added.
  • The largest Invesco S&P 500 Equal Weight Industrials ETF seller in Q4 2022 was Oppenheimer Asset Management, an estimated $3.15M sold.

Based on aggregated 13F filings for Q4 2022.