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Invesco S&P 500 Equal Weight Industrials ETF

111 hedge funds and large institutions have $199M invested in Invesco S&P 500 Equal Weight Industrials ETF in 2023 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 42 increasing their positions, 28 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

85% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 13

50% more repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 28

21% more capital invested

Capital invested by funds: $165M → $199M (+$34.8M)

10% more funds holding

Funds holding: 101111 (+10)

7.85% more ownership

Funds ownership: 256.54%264.39% (+7.9%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
111
Holders Change
+10
Holders Change %
+9.9%
% of All Funds
1.77%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
24
Increased
42
Reduced
28
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CIAS
76
Capital Investment Advisory Services
North Carolina
$188K +$561 +15 +0.3%
GWM
77
Geneos Wealth Management
Colorado
$182K +$3.37K +90 +2%
BFEC
78
Benjamin F. Edwards & Company
Missouri
$181K
Bank of Montreal
79
Bank of Montreal
Ontario, Canada
$125K
TCM
80
Tradewinds Capital Management
Washington
$108K +$374 +10 +0.3%
FDCDDQ
81
Federation des caisses Desjardins du Quebec
Quebec, Canada
$107K
SWA
82
SOA Wealth Advisors
New York
$105K +$374 +10 +0.4%
HNB
83
Huntington National Bank
Ohio
$96.6K
Fidelity Investments
84
Fidelity Investments
Massachusetts
$79.6K -$18.1K -485 -19%
Qube Research & Technologies (QRT)
85
Qube Research & Technologies (QRT)
United Kingdom
$74.7K -$269K -7,190 -78%
MFT
86
Moisand Fitzgerald Tamayo
Florida
$56.3K +$56.1K +1,500 New
KM
87
Kalos Management
Georgia
$55.4K
AP
88
Advisors Preferred
Maryland
$48K +$47.9K +1,280 New
JIR
89
James Investment Research
Ohio
$39K
AAS
90
Ameritas Advisory Services
Nebraska
$38.6K +$38.5K +1,030 New
CA
91
Clearstead Advisors
Ohio
$37.2K
PNC Financial Services Group
92
PNC Financial Services Group
Pennsylvania
$31.9K +$187 +5 +0.6%
BBHC
93
Brown Brothers Harriman & Co
New York
$30K
MIM
94
MTM Investment Management
South Carolina
$25.1K +$187 +5 +0.8%
GI
95
Gradient Investments
Minnesota
$22.2K -$56.1K -1,500 -72%
MA
96
Montag & Associates
Georgia
$20.1K
NECFA
97
New England Capital Financial Advisors
Connecticut
$18.8K
Simplex Trading
98
Simplex Trading
Illinois
$18K +$18.7K +500 New
OSAM
99
O'Shaughnessy Asset Management
Connecticut
$17.3K +$17.2K +460 New
KFS
100
Kelly Financial Services
Massachusetts
$16.9K +$16.8K +450 New

RSPN Hedge Fund Activity: Q1 2023 in Review

111 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Equal Weight Industrials ETF (RSPN) for Q1 2023, worth a combined $199M — up 21% from $165M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new RSPN positions and 13 closed out — a net gain of 11 holders — while 42 added to existing stakes and 28 trimmed.

The largest buyer was Affinity Wealth Management, opening a new position worth an estimated $11.5M. The largest seller was Ameriprise, cutting an estimated $4.07M.

  • 111 institutional investors held Invesco S&P 500 Equal Weight Industrials ETF (RSPN) as of Q1 2023, up from 101 in Q4 2022.
  • Funds reported $199M of Invesco S&P 500 Equal Weight Industrials ETF stock for Q1 2023, up 21% quarter-over-quarter.
  • 24 funds opened new Invesco S&P 500 Equal Weight Industrials ETF positions in Q1 2023 and 13 closed out, a net change of +11 holders.
  • The largest Invesco S&P 500 Equal Weight Industrials ETF buyer in Q1 2023 was Affinity Wealth Management, an estimated $11.5M added.
  • The largest Invesco S&P 500 Equal Weight Industrials ETF seller in Q1 2023 was Ameriprise, an estimated $4.07M sold.

Based on aggregated 13F filings for Q1 2023.