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Invesco S&P 500 Equal Weight Industrials ETF
RSPN

119 hedge funds and large institutions have $286M invested in Invesco S&P 500 Equal Weight Industrials ETF in 2023 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 44 increasing their positions, 36 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more funds holding in top 10

Funds holding in top 10: 1 → 3 (+2)

87.47% more ownership

Funds ownership: 264.39% → 351.86% (+87%)

80% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 10

44% more capital invested

Capital invested by funds: $199M → $286M (+$87.2M)

22% more repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 36

7% more funds holding

Funds holding: 111 → 119 (+8)

Holders
119
Holders Change
+8
Holders Change %
+7.21%
% of All Funds
1.87%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.05%
New
18
Increased
44
Reduced
36
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
DIP
Davis Investment Partners
North Carolina
+$51.8M
2
MIH
Meitav Investment House
Israel
+$24.8M
3
KHLMVGHM
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet
Israel
+$16.7M
4
KHLMTHM
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet
Israel
+$5.93M
5
Goldman Sachs
Goldman Sachs
New York
+$5.86M

Top Sellers

Rank Fund Capital Flow
1
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
-$4.84M
2
UBS Group
UBS Group
Switzerland
-$2.57M
3
LPL Financial
LPL Financial
California
-$2.27M
4
Morgan Stanley
Morgan Stanley
New York
-$1.68M
5
FIM
Freedom Investment Management
Connecticut
-$1.53M
Name Holding Trade Value Shares
Change 		Change in
Stake
AWA
76
Arkadios Wealth Advisors
Georgia
$257K -$86.6K -2,300 -27%
SWM
77
Spire Wealth Management
Virginia
$230K +$565 +15 +0.3%
CAN
78
Cetera Advisor Networks
California
$230K -$753 -20 -0.4%
GFWA
79
Grey Fox Wealth Advisors
Delaware
$216K +$565 +15 +0.3%
CBFP
80
Cedar Brook Financial Partners
Ohio
$212K +$195K +5,170 New
DT
81
Diversified Trust
Tennessee
$210K +$193K +5,125 New
Truist Financial
82
Truist Financial
North Carolina
$208K -$10.7K -285 -5%
Mariner
83
Mariner
Kansas
$207K -$18.3K -485 -9%
CIAS
84
Capital Investment Advisory Services
North Carolina
$206K +$565 +15 +0.3%
BFEC
85
Benjamin F. Edwards & Company
Missouri
$197K – – –
AP
86
Advisors Preferred
Maryland
$179K +$117K +3,105 +243%
GWM
87
Geneos Wealth Management
Colorado
$178K -$19.2K -510 -11%
FWP
88
FAS Wealth Partners
Kansas
$164K +$151K +4,000 New
Bank of Montreal
89
Bank of Montreal
Ontario, Canada
$136K – – –
TCM
90
Tradewinds Capital Management
Washington
$119K +$188 +5 +0.2%
FDCDDQ
91
Federation des caisses Desjardins du Quebec
Quebec, Canada
$116K – – –
SWA
92
SOA Wealth Advisors
New York
$115K +$188 +5 +0.2%
HNB
93
Huntington National Bank
Ohio
$105K – – –
KFI
94
Key Financial Inc
Pennsylvania
$103K +$95.2K +2,530 New
KM
95
Kalos Management
Georgia
$60.3K – – –
CT
96
Clearstead Trust
Maine
$44.2K +$40.7K +1,080 New
CA
97
Clearstead Advisors
Ohio
$40.7K +$188 +5 +0.5%
PNC Financial Services Group
98
PNC Financial Services Group
Pennsylvania
$34.9K – – –
PG
99
Prostatis Group
Maryland
$29.9K +$5.62M +149,285 New
FGAM
100
Financial Gravity Asset Management
Texas
$27.6K +$3.2K +85 +9%
2 3
4
5 6

RSPN Hedge Fund Activity: Q2 2023 in Review

119 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Equal Weight Industrials ETF (RSPN) for Q2 2023, worth a combined $286M — up 44% from $199M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new RSPN positions and 10 closed out — a net gain of 8 holders — while 44 added to existing stakes and 36 trimmed.

The largest buyer was Davis Investment Partners, adding an estimated $51.8M. The largest seller was Healthcare of Ontario Pension Plan (HOOPP) Trust Fund, exiting entirely with an estimated $4.84M sold.

  • 119 institutional investors held Invesco S&P 500 Equal Weight Industrials ETF (RSPN) as of Q2 2023, up from 111 in Q1 2023.
  • Funds reported $286M of Invesco S&P 500 Equal Weight Industrials ETF stock for Q2 2023, up 44% quarter-over-quarter.
  • 18 funds opened new Invesco S&P 500 Equal Weight Industrials ETF positions in Q2 2023 and 10 closed out, a net change of +8 holders.
  • The largest Invesco S&P 500 Equal Weight Industrials ETF buyer in Q2 2023 was Davis Investment Partners, an estimated $51.8M added.
  • The largest Invesco S&P 500 Equal Weight Industrials ETF seller in Q2 2023 was Healthcare of Ontario Pension Plan (HOOPP) Trust Fund, an estimated $4.84M sold.

Based on aggregated 13F filings for Q2 2023.