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Invesco S&P 500 Equal Weight Industrials ETF
RSPN

121 hedge funds and large institutions have $327M invested in Invesco S&P 500 Equal Weight Industrials ETF in 2023 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 55 increasing their positions, 31 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

77% more repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 31

27% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 11

14% more capital invested

Capital invested by funds: $286M → $327M (+$40.9M)

2% more funds holding

Funds holding: 119 → 121 (+2)

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

292.66% less ownership

Funds ownership: 351.86% → 59.21% (-293%)

Holders
121
Holders Change
+2
Holders Change %
+1.68%
% of All Funds
1.92%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
14
Increased
55
Reduced
31
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$17.6M
2
Osaic Holdings
Osaic Holdings
Arizona
+$5.74M
3
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$5.59M
4
RJFSA
Raymond James Financial Services Advisors
Florida
+$4.77M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$4.45M

Top Sellers

Rank Fund Capital Flow
1
DIP
Davis Investment Partners
North Carolina
-$54.1M
2
CW
CreativeOne Wealth
Kansas
-$3.38M
3
FTUS
Flow Traders U.S.
New York
-$2.26M
4
Stifel Financial
Stifel Financial
Missouri
-$1.76M
5
UBS Group
UBS Group
Switzerland
-$1.38M
Name Holding Trade Value Shares
Change 		Change in
Stake
PA
51
PFG Advisors
Arizona
$793K +$2.02K +50 +0.2%
FSA
52
Financial Services Advisory
Maryland
$784K +$829K +20,480 New
CWM
53
Circle Wealth Management
New Jersey
$778K +$2.06K +51 +0.3%
BlackRock
54
BlackRock
New York
$766K +$809K +20,000 New
Commonwealth Equity Services
55
Commonwealth Equity Services
Massachusetts
$754K -$117K -2,890 -13%
HH
56
Hilltop Holdings
Texas
$731K +$24.3K +600 +3%
National Bank of Canada
57
National Bank of Canada
Quebec, Canada
$702K +$234K +5,772 +45%
Northwestern Mutual Wealth Management
58
Northwestern Mutual Wealth Management
Wisconsin
$520K +$161K +3,973 +41%
Envestnet Portfolio Solutions
59
Envestnet Portfolio Solutions
Illinois
$519K +$549K +13,566 New
GVAG
60
Great Valley Advisor Group
Delaware
$501K +$607 +15 +0.1%
ICP
61
Interchange Capital Partners
Pennsylvania
$499K +$526K +13,005 New
SWM
62
SeaCrest Wealth Management
New York
$489K +$202 +5 +0%
Corient Private Wealth
63
Corient Private Wealth
Florida
$480K +$31.2K +772 +7%
Susquehanna International Group
64
Susquehanna International Group
Pennsylvania
$470K -$88.1K -2,178 -15%
FA
65
FDx Advisors
Illinois
$470K +$497K +12,277 New
WSTAM
66
Wilbanks Smith & Thomas Asset Management
Virginia
$462K +$77.1K +1,905 +19%
IA
67
IFG Advisory
Georgia
$454K +$479K +11,845 New
Envestnet Asset Management
68
Envestnet Asset Management
Illinois
$406K +$42.2K +1,042 +11%
FFN
69
Focus Financial Network
Minnesota
$389K +$39.7K +981 +11%
Fidelity Investments
70
Fidelity Investments
Massachusetts
$374K +$39.7K +980 +11%
FHC
71
First Heartland Consultants
Missouri
$365K +$73K +1,803 +23%
FTUS
72
Flow Traders U.S.
New York
$358K -$2.26M -55,903 -86%
AA
73
Advisory Alpha
Michigan
$355K -$283 -7 -0.1%
FWP
74
FAS Wealth Partners
Kansas
$305K +$161K +3,977 +99%
ML
75
McAdam LLC
Pennsylvania
$303K – – –
1 2
3
4 5

RSPN Hedge Fund Activity: Q3 2023 in Review

121 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Equal Weight Industrials ETF (RSPN) for Q3 2023, worth a combined $327M — up 14% from $286M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new RSPN positions and 11 closed out — a net gain of 3 holders — while 55 added to existing stakes and 31 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $17.6M. The largest seller was Davis Investment Partners, cutting an estimated $54.1M.

  • 121 institutional investors held Invesco S&P 500 Equal Weight Industrials ETF (RSPN) as of Q3 2023, up from 119 in Q2 2023.
  • Funds reported $327M of Invesco S&P 500 Equal Weight Industrials ETF stock for Q3 2023, up 14% quarter-over-quarter.
  • 14 funds opened new Invesco S&P 500 Equal Weight Industrials ETF positions in Q3 2023 and 11 closed out, a net change of +3 holders.
  • The largest Invesco S&P 500 Equal Weight Industrials ETF buyer in Q3 2023 was Morgan Stanley, an estimated $17.6M added.
  • The largest Invesco S&P 500 Equal Weight Industrials ETF seller in Q3 2023 was Davis Investment Partners, an estimated $54.1M sold.

Based on aggregated 13F filings for Q3 2023.