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Invesco S&P 500 Equal Weight Industrials ETF
RSPN

84 hedge funds and large institutions have $234M invested in Invesco S&P 500 Equal Weight Industrials ETF in 2021 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 32 increasing their positions, 18 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

125% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 8

78% more repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 18

14% more funds holding

Funds holding: 74 → 84 (+10)

2% more capital invested

Capital invested by funds: $230M → $234M (+$3.58M)

28.94% less ownership

Funds ownership: 287.22% → 258.28% (-29%)

50% less funds holding in top 10

Funds holding in top 10: 2 → 1 (-1)

Holders
84
Holders Change
+10
Holders Change %
+13.51%
% of All Funds
1.47%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
18
Increased
32
Reduced
18
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
+$19.7M
2
RJFSA
Raymond James Financial Services Advisors
Florida
+$3.86M
3
Morgan Stanley
Morgan Stanley
New York
+$2.95M
4
WSTAM
Wilbanks Smith & Thomas Asset Management
Virginia
+$1.66M
5
Ameriprise
Ameriprise
Minnesota
+$1.6M

Top Sellers

Rank Fund Capital Flow
1
GI
Gradient Investments
Minnesota
-$57.7M
2
FMC
Financial Management Concepts
Florida
-$2.99M
3
IMC Chicago
IMC Chicago
Illinois
-$1.71M
4
APA
American Portfolios Advisors
New York
-$1.47M
5
JIR
James Investment Research
Ohio
-$1.19M
Name Holding Trade Value Shares
Change 		Change in
Stake
1IA
76
1834 Investment Advisors
Wisconsin
$11K +$10K +305 New
US Bancorp
77
US Bancorp
Minnesota
$9K – – –
ACA
78
Aptus Capital Advisors
Alabama
$5K – – –
WT
79
Washington Trust
Rhode Island
$5K +$4.93K +150 New
AWA
80
Arkadios Wealth Advisors
Georgia
$5K +$5.42K +165 New
AAMA
81
Advanced Asset Management Advisors
Ohio
$4K – – –
JP Morgan Chase
82
JP Morgan Chase
New York
$4K +$3.29K +100 New
WAP
83
Wealthcare Advisory Partners
Pennsylvania
$4K +$4.11K +125 New
CAL
84
Capital Analysts LLC
Pennsylvania
$3K – – –
IMC Chicago
85
IMC Chicago
Illinois
– -$1.71M -54,080 Closed
CWA
86
Capital Wealth Alliance
Arizona
– -$610K -19,505 Closed
FSA
87
Financial Services Advisory
Maryland
– -$444K -14,040 Closed
WCA
88
Windsor Creek Advisors
Vermont
– -$259K -8,195 Closed
OC
89
Oppenheimer & Co
New York
– -$231K -7,315 Closed
TRCT
90
Tower Research Capital (TRC)
New York
– -$115K -3,655 Closed
ASN
91
Advisory Services Network
Georgia
– -$17K -545 Closed
1 2 3
4

RSPN Hedge Fund Activity: Q1 2021 in Review

84 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Equal Weight Industrials ETF (RSPN) for Q1 2021, worth a combined $234M — up 1.6% from $230M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new RSPN positions and 8 closed out — a net gain of 10 holders — while 32 added to existing stakes and 18 trimmed.

The largest buyer was Bank of America, adding an estimated $19.7M. The largest seller was Gradient Investments, cutting an estimated $57.7M.

  • 84 institutional investors held Invesco S&P 500 Equal Weight Industrials ETF (RSPN) as of Q1 2021, up from 74 in Q4 2020.
  • Funds reported $234M of Invesco S&P 500 Equal Weight Industrials ETF stock for Q1 2021, up 1.6% quarter-over-quarter.
  • 18 funds opened new Invesco S&P 500 Equal Weight Industrials ETF positions in Q1 2021 and 8 closed out, a net change of +10 holders.
  • The largest Invesco S&P 500 Equal Weight Industrials ETF buyer in Q1 2021 was Bank of America, an estimated $19.7M added.
  • The largest Invesco S&P 500 Equal Weight Industrials ETF seller in Q1 2021 was Gradient Investments, an estimated $57.7M sold.

Based on aggregated 13F filings for Q1 2021.