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Invesco S&P 500 Equal Weight Industrials ETF

74 hedge funds and large institutions have $230M invested in Invesco S&P 500 Equal Weight Industrials ETF in 2020 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 23 increasing their positions, 18 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

475% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 4

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

39% more capital invested

Capital invested by funds: $166M → $230M (+$64.1M)

32% more funds holding

Funds holding: 5674 (+18)

30.03% more ownership

Funds ownership: 257.19%287.22% (+30%)

28% more repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 18

Holders
74
Holders Change
+18
Holders Change %
+32.14%
% of All Funds
1.31%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
23
Increased
23
Reduced
18
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AssetMark Inc
76
AssetMark Inc
California
-$4K -155 Closed
AF
77
Advisornet Financial
Minnesota
-$4K -135 Closed
SIAG
78
Safeguard Investment Advisory Group
California
+$149 +5 New

RSPN Hedge Fund Activity: Q4 2020 in Review

74 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Equal Weight Industrials ETF (RSPN) for Q4 2020, worth a combined $230M — up 39% from $166M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new RSPN positions and 4 closed out — a net gain of 19 holders — while 23 added to existing stakes and 18 trimmed.

The largest buyer was Bank of America, adding an estimated $9.13M. The largest seller was Raymond James Financial Services Advisors, cutting an estimated $2.7M.

  • 74 institutional investors held Invesco S&P 500 Equal Weight Industrials ETF (RSPN) as of Q4 2020, up from 56 in Q3 2020.
  • Funds reported $230M of Invesco S&P 500 Equal Weight Industrials ETF stock for Q4 2020, up 39% quarter-over-quarter.
  • 23 funds opened new Invesco S&P 500 Equal Weight Industrials ETF positions in Q4 2020 and 4 closed out, a net change of +19 holders.
  • The largest Invesco S&P 500 Equal Weight Industrials ETF buyer in Q4 2020 was Bank of America, an estimated $9.13M added.
  • The largest Invesco S&P 500 Equal Weight Industrials ETF seller in Q4 2020 was Raymond James Financial Services Advisors, an estimated $2.7M sold.

Based on aggregated 13F filings for Q4 2020.