We are live on ! Find out more
RSPN icon

Invesco S&P 500 Equal Weight Industrials ETF

136 hedge funds and large institutions have $433M invested in Invesco S&P 500 Equal Weight Industrials ETF in 2024 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 54 increasing their positions, 39 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more funds holding in top 10

Funds holding in top 10: 25 (+3)

42% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 12

38% more repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 39

3% more funds holding

Funds holding: 132136 (+4)

5% more capital invested

Capital invested by funds: $413M → $433M (+$20.6M)

3.03% less ownership

Funds ownership: 64.25%61.22% (-3%)

Holders
136
Holders Change
+4
Holders Change %
+3.03%
% of All Funds
1.96%
Holding in Top 10
5
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+150%
% of All Funds
0.07%
New
17
Increased
54
Reduced
39
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CWM
51
Circle Wealth Management
New Jersey
$975K +$2.09K +47 +0.2%
BlackRock
52
BlackRock
New York
$954K
National Bank of Canada
53
National Bank of Canada
Quebec, Canada
$923K -$7.7K -173 -0.9%
HH
54
Hilltop Holdings
Texas
$901K -$4.23K -95 -0.5%
Mirae Asset Global Investments
55
Mirae Asset Global Investments
South Korea
$881K +$822K +18,460 New
FIM
56
Freedom Investment Management
Connecticut
$771K -$172K -3,875 -19%
PA
57
PFG Advisors
Arizona
$757K -$129K -2,909 -15%
ICP
58
Interchange Capital Partners
Pennsylvania
$728K +$24.4K +549 +4%
Brown Advisory
59
Brown Advisory
Maryland
$704K +$657K +14,750 New
Northwestern Mutual Wealth Management
60
Northwestern Mutual Wealth Management
Wisconsin
$646K +$5.83K +131 +1%
RJA
61
Raymond James & Associates
Florida
$639K -$422K -9,477 -41%
Envestnet Asset Management
62
Envestnet Asset Management
Illinois
$601K +$18.2K +408 +3%
IA
63
IFG Advisory
Georgia
$575K +$24.5K +550 +5%
SWM
64
SeaCrest Wealth Management
New York
$571K -$22.7K -510 -4%
GRP
65
Global Retirement Partners
California
$562K +$268K +6,018 +104%
BWM
66
BigSur Wealth Management
Florida
$531K +$496K +11,140 New
CW
67
CreativeOne Wealth
Kansas
$522K +$487K +10,950 New
AWS
68
Atria Wealth Solutions
New York
$520K +$485K +10,902 New
FHC
69
First Heartland Consultants
Missouri
$514K +$44.7K +1,005 +10%
FFN
70
Focus Financial Network
Minnesota
$475K +$37.2K +835 +9%
Fidelity Investments
71
Fidelity Investments
Massachusetts
$469K +$29.5K +662 +7%
AFWM
72
AMJ Financial Wealth Management
Virginia
$457K -$564K -12,672 -57%
MML Investors Services
73
MML Investors Services
Massachusetts
$438K +$153K +3,439 +60%
AA
74
Advisory Alpha
Michigan
$433K -$89 -2 -0%
CBFP
75
Cedar Brook Financial Partners
Ohio
$413K +$97K +2,180 +34%

RSPN Hedge Fund Activity: Q1 2024 in Review

136 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Equal Weight Industrials ETF (RSPN) for Q1 2024, worth a combined $433M — up 5% from $413M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new RSPN positions and 12 closed out — a net gain of 5 holders — while 54 added to existing stakes and 39 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $17.8M. The largest seller was Morgan Stanley, cutting an estimated $46.1M.

  • 136 institutional investors held Invesco S&P 500 Equal Weight Industrials ETF (RSPN) as of Q1 2024, up from 132 in Q4 2023.
  • Funds reported $433M of Invesco S&P 500 Equal Weight Industrials ETF stock for Q1 2024, up 5% quarter-over-quarter.
  • 17 funds opened new Invesco S&P 500 Equal Weight Industrials ETF positions in Q1 2024 and 12 closed out, a net change of +5 holders.
  • The largest Invesco S&P 500 Equal Weight Industrials ETF buyer in Q1 2024 was Goldman Sachs, an estimated $17.8M added.
  • The largest Invesco S&P 500 Equal Weight Industrials ETF seller in Q1 2024 was Morgan Stanley, an estimated $46.1M sold.

Based on aggregated 13F filings for Q1 2024.