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Invesco S&P 500 Equal Weight Industrials ETF

106 hedge funds and large institutions have $308M invested in Invesco S&P 500 Equal Weight Industrials ETF in 2021 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 42 increasing their positions, 29 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

45% more repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 29

28.68% more ownership

Funds ownership: 288.42%317.1% (+29%)

19% more capital invested

Capital invested by funds: $258M → $308M (+$49.6M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

1% less funds holding

Funds holding: 107106 (-1)

6% less first-time investments, than exits

New positions opened: 15 | Existing positions closed: 16

Holders
106
Holders Change
-1
Holders Change %
-0.93%
% of All Funds
1.63%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
15
Increased
42
Reduced
29
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FDCDDQ
76
Federation des caisses Desjardins du Quebec
Quebec, Canada
$139K -$5.03K -130 -4%
GWM
77
Geneos Wealth Management
Colorado
$137K -$617K -15,930 -82%
SWA
78
SOA Wealth Advisors
New York
$119K +$194 +5 +0.2%
TCM
79
Tradewinds Capital Management
Washington
$116K +$194 +5 +0.2%
National Bank of Canada
80
National Bank of Canada
Quebec, Canada
$102K +$99.5K +2,570 New
Koshinski Asset Management
81
Koshinski Asset Management
Illinois
$91.7K +$25K +645 +39%
Fidelity Investments
82
Fidelity Investments
Massachusetts
$85K +$8.71K +225 +12%
WT
83
Whittier Trust
California
$56K
PA
84
Parallel Advisors
California
$49K -$1.94K -50 -4%
CAPTRUST Financial Advisors
85
CAPTRUST Financial Advisors
North Carolina
$43K
MFT
86
Moisand Fitzgerald Tamayo
Florida
$41K -$19.4K -500 -33%
CA
87
Clearstead Advisors
Ohio
$39K
MA
88
Montag & Associates
Georgia
$38K
APA
89
American Portfolios Advisors
New York
$35.4K -$3.29K -85 -9%
PNC Financial Services Group
90
PNC Financial Services Group
Pennsylvania
$33K +$194 +5 +0.6%
S
91
SignatureFD
Georgia
$30K
MIM
92
MTM Investment Management
South Carolina
$26K +$194 +5 +0.8%
FAG
93
Fortitude Advisory Group
Washington
$21K +$20.1K +520 New
Simplex Trading
94
Simplex Trading
Illinois
$19K +$19.4K +500 New
SFPG
95
Stonebridge Financial Planning Group
Florida
$18K -$9.68K -250 -33%
CFA
96
Carroll Financial Associates
North Carolina
$18K
1IA
97
1834 Investment Advisors
Wisconsin
$14K +$2.13K +55 +18%
US Bancorp
98
US Bancorp
Minnesota
$10K
Citigroup
99
Citigroup
New York
$8K
ACA
100
Aptus Capital Advisors
Alabama
$6K

RSPN Hedge Fund Activity: Q4 2021 in Review

106 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Equal Weight Industrials ETF (RSPN) for Q4 2021, worth a combined $308M — up 19% from $258M a quarter earlier.

Sellers outnumbered buyers: 16 funds closed out of RSPN and 15 opened new positions — a net loss of 1 holder — while 29 trimmed existing stakes and 42 added.

The largest buyer was Gradient Investments, adding an estimated $41.9M. The largest seller was IMC Chicago, exiting entirely with an estimated $9.44M sold.

  • 106 institutional investors held Invesco S&P 500 Equal Weight Industrials ETF (RSPN) as of Q4 2021, down from 107 in Q3 2021.
  • Funds reported $308M of Invesco S&P 500 Equal Weight Industrials ETF stock for Q4 2021, up 19% quarter-over-quarter.
  • 15 funds opened new Invesco S&P 500 Equal Weight Industrials ETF positions in Q4 2021 and 16 closed out, a net change of -1 holder.
  • The largest Invesco S&P 500 Equal Weight Industrials ETF buyer in Q4 2021 was Gradient Investments, an estimated $41.9M added.
  • The largest Invesco S&P 500 Equal Weight Industrials ETF seller in Q4 2021 was IMC Chicago, an estimated $9.44M sold.

Based on aggregated 13F filings for Q4 2021.