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Invesco S&P 500 Equal Weight Industrials ETF

119 hedge funds and large institutions have $286M invested in Invesco S&P 500 Equal Weight Industrials ETF in 2023 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 44 increasing their positions, 36 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more funds holding in top 10

Funds holding in top 10: 13 (+2)

87.47% more ownership

Funds ownership: 264.39%351.86% (+87%)

80% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 10

44% more capital invested

Capital invested by funds: $199M → $286M (+$87.2M)

22% more repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 36

7% more funds holding

Funds holding: 111119 (+8)

Holders
119
Holders Change
+8
Holders Change %
+7.21%
% of All Funds
1.87%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.05%
New
18
Increased
44
Reduced
36
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PA
51
PFG Advisors
Arizona
$845K +$777K +20,655 New
CWM
52
Circle Wealth Management
New Jersey
$829K +$2.26K +60 +0.3%
CWA
53
Capital Wealth Alliance
Arizona
$819K -$54.6K -1,450 -7%
HH
54
Hilltop Holdings
Texas
$756K -$941 -25 -0.1%
Susquehanna International Group
55
Susquehanna International Group
Pennsylvania
$592K -$673K -17,880 -55%
GVAG
56
Great Valley Advisor Group
Delaware
$536K -$12.2K -325 -2%
SWM
57
SeaCrest Wealth Management
New York
$522K -$8.09K -215 -2%
National Bank of Canada
58
National Bank of Canada
Quebec, Canada
$520K +$15.1K +400 +3%
Corient Private Wealth
59
Corient Private Wealth
Florida
$481K +$198K +5,270 +81%
AWS
60
Atria Wealth Solutions
New York
$439K +$404K +10,725 New
WSTAM
61
Wilbanks Smith & Thomas Asset Management
Virginia
$416K -$25.2K -670 -6%
Northwestern Mutual Wealth Management
62
Northwestern Mutual Wealth Management
Wisconsin
$393K +$171K +4,540 +89%
Envestnet Asset Management
63
Envestnet Asset Management
Illinois
$391K +$38.4K +1,020 +12%
AA
64
Advisory Alpha
Michigan
$379K -$41.8K -1,110 -11%
FFN
65
Focus Financial Network
Minnesota
$376K +$23.1K +615 +7%
Fidelity Investments
66
Fidelity Investments
Massachusetts
$360K +$251K +6,670 +315%
ML
67
McAdam LLC
Pennsylvania
$324K
RC
68
Rovin Capital
Arizona
$323K +$298K +7,910 New
FHC
69
First Heartland Consultants
Missouri
$316K +$291K +7,735 New
WWM
70
Western Wealth Management
Colorado
$314K
JCM
71
Jacobi Capital Management
Pennsylvania
$299K
PTC
72
Private Trust Company
Ohio
$297K
OCPWS
73
One Charles Private Wealth Services
Massachusetts
$283K -$25.2K -670 -9%
OIA
74
OneDigital Investment Advisors
Kansas
$282K +$12.4K +330 +5%
BAM
75
Belpointe Asset Management
Nevada
$258K -$8.66K -230 -4%

RSPN Hedge Fund Activity: Q2 2023 in Review

119 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Equal Weight Industrials ETF (RSPN) for Q2 2023, worth a combined $286M — up 44% from $199M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new RSPN positions and 10 closed out — a net gain of 8 holders — while 44 added to existing stakes and 36 trimmed.

The largest buyer was Davis Investment Partners, adding an estimated $51.8M. The largest seller was Healthcare of Ontario Pension Plan (HOOPP) Trust Fund, exiting entirely with an estimated $4.84M sold.

  • 119 institutional investors held Invesco S&P 500 Equal Weight Industrials ETF (RSPN) as of Q2 2023, up from 111 in Q1 2023.
  • Funds reported $286M of Invesco S&P 500 Equal Weight Industrials ETF stock for Q2 2023, up 44% quarter-over-quarter.
  • 18 funds opened new Invesco S&P 500 Equal Weight Industrials ETF positions in Q2 2023 and 10 closed out, a net change of +8 holders.
  • The largest Invesco S&P 500 Equal Weight Industrials ETF buyer in Q2 2023 was Davis Investment Partners, an estimated $51.8M added.
  • The largest Invesco S&P 500 Equal Weight Industrials ETF seller in Q2 2023 was Healthcare of Ontario Pension Plan (HOOPP) Trust Fund, an estimated $4.84M sold.

Based on aggregated 13F filings for Q2 2023.