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Invesco S&P 500 Equal Weight Industrials ETF

130 hedge funds and large institutions have $421M invested in Invesco S&P 500 Equal Weight Industrials ETF in 2024 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 52 increasing their positions, 41 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 46 (+2)

27% more repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 41

3% more capital invested

Capital invested by funds: $408M → $421M (+$13M)

3.55% less ownership

Funds ownership: 68.88%65.33% (-3.5%)

6% less funds holding

Funds holding: 138130 (-8)

29% less first-time investments, than exits

New positions opened: 10 | Existing positions closed: 14

Holders
130
Holders Change
-8
Holders Change %
-5.8%
% of All Funds
1.87%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.09%
New
10
Increased
52
Reduced
41
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CWA
51
Capital Wealth Alliance
Arizona
$907K -$131K -2,740 -13%
FSA
52
Financial Services Advisory
Maryland
$894K +$834K +17,462 New
GRP
53
Global Retirement Partners
California
$781K +$154K +3,217 +27%
Brown Advisory
54
Brown Advisory
Maryland
$755K
RJA
55
Raymond James & Associates
Florida
$705K -$18.8K -394 -3%
IA
56
IFG Advisory
Georgia
$701K
Envestnet Asset Management
57
Envestnet Asset Management
Illinois
$658K +$24.5K +514 +4%
Northwestern Mutual Wealth Management
58
Northwestern Mutual Wealth Management
Wisconsin
$657K -$9.88K -207 -2%
FIM
59
Freedom Investment Management
Connecticut
$654K -$43.3K -906 -7%
Envestnet Portfolio Solutions
60
Envestnet Portfolio Solutions
Illinois
$621K +$215K +4,496 +59%
CA
61
Clearstead Advisors
Ohio
$602K +$214K +4,472 +61%
MML Investors Services
62
MML Investors Services
Massachusetts
$597K +$28.1K +589 +5%
SWM
63
SeaCrest Wealth Management
New York
$592K +$239 +5 +0%
Fidelity Investments
64
Fidelity Investments
Massachusetts
$590K +$108K +2,258 +24%
CW
65
CreativeOne Wealth
Kansas
$561K +$523K +10,950 New
KWM
66
Kingsview Wealth Management
Oregon
$555K +$119K +2,482 +30%
AAS
67
Avantax Advisory Services
Texas
$545K +$85.6K +1,792 +20%
FHC
68
First Heartland Consultants
Missouri
$544K +$7.12K +149 +1%
Corient Private Wealth
69
Corient Private Wealth
Florida
$527K +$154K +3,232 +46%
Truist Financial
70
Truist Financial
North Carolina
$499K +$20.5K +429 +5%
SEIA
71
Signature Estate & Investment Advisors
California
$490K +$43.4K +909 +10%
P
72
&Partners
Tennessee
$468K +$163K +3,416 +60%
FFN
73
Focus Financial Network
Minnesota
$460K -$3.82K -80 -0.9%
GWM
74
Geneos Wealth Management
Colorado
$427K -$286 -6 -0.1%
Jones Financial Companies
75
Jones Financial Companies
Missouri
$409K +$302K +6,329 +371%

RSPN Hedge Fund Activity: Q3 2024 in Review

130 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Equal Weight Industrials ETF (RSPN) for Q3 2024, worth a combined $421M — up 3.2% from $408M a quarter earlier.

Sellers outnumbered buyers: 14 funds closed out of RSPN and 10 opened new positions — a net loss of 4 holders — while 41 trimmed existing stakes and 52 added.

The largest buyer was Commonwealth Equity Services, adding an estimated $1.1M. The largest seller was Goldman Sachs, cutting an estimated $12M.

  • 130 institutional investors held Invesco S&P 500 Equal Weight Industrials ETF (RSPN) as of Q3 2024, down from 138 in Q2 2024.
  • Funds reported $421M of Invesco S&P 500 Equal Weight Industrials ETF stock for Q3 2024, up 3.2% quarter-over-quarter.
  • 10 funds opened new Invesco S&P 500 Equal Weight Industrials ETF positions in Q3 2024 and 14 closed out, a net change of -4 holders.
  • The largest Invesco S&P 500 Equal Weight Industrials ETF buyer in Q3 2024 was Commonwealth Equity Services, an estimated $1.1M added.
  • The largest Invesco S&P 500 Equal Weight Industrials ETF seller in Q3 2024 was Goldman Sachs, an estimated $12M sold.

Based on aggregated 13F filings for Q3 2024.