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Invesco S&P 500 Equal Weight Industrials ETF
RSPN

121 hedge funds and large institutions have $327M invested in Invesco S&P 500 Equal Weight Industrials ETF in 2023 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 55 increasing their positions, 31 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

77% more repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 31

27% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 11

14% more capital invested

Capital invested by funds: $286M → $327M (+$40.9M)

2% more funds holding

Funds holding: 119 → 121 (+2)

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

292.66% less ownership

Funds ownership: 351.86% → 59.21% (-293%)

Holders
121
Holders Change
+2
Holders Change %
+1.68%
% of All Funds
1.92%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
14
Increased
55
Reduced
31
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$17.6M
2
Osaic Holdings
Osaic Holdings
Arizona
+$5.74M
3
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$5.59M
4
RJFSA
Raymond James Financial Services Advisors
Florida
+$4.77M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$4.45M

Top Sellers

Rank Fund Capital Flow
1
DIP
Davis Investment Partners
North Carolina
-$54.1M
2
CW
CreativeOne Wealth
Kansas
-$3.38M
3
FTUS
Flow Traders U.S.
New York
-$2.26M
4
Stifel Financial
Stifel Financial
Missouri
-$1.76M
5
UBS Group
UBS Group
Switzerland
-$1.38M
Name Holding Trade Value Shares
Change 		Change in
Stake
WWM
76
Western Wealth Management
Colorado
$294K – – –
PTC
77
Private Trust Company
Ohio
$287K +$9.27K +229 +3%
JCM
78
Jacobi Capital Management
Pennsylvania
$280K – – –
OCPWS
79
One Charles Private Wealth Services
Massachusetts
$265K – – –
OIA
80
OneDigital Investment Advisors
Kansas
$263K -$1.42K -35 -0.5%
RC
81
Rovin Capital
Arizona
$249K -$56.9K -1,405 -18%
CBFP
82
Cedar Brook Financial Partners
Ohio
$244K +$49.2K +1,215 +24%
CFCI
83
Comprehensive Financial Consultants Institutional
Indiana
$243K +$257K +6,359 New
BAM
84
Belpointe Asset Management
Nevada
$239K -$3.36K -83 -1%
Truist Financial
85
Truist Financial
North Carolina
$231K +$38.4K +950 +19%
SWM
86
Spire Wealth Management
Virginia
$216K +$567 +14 +0.2%
CAN
87
Cetera Advisor Networks
California
$215K -$81 -2 -0%
GFWA
88
Grey Fox Wealth Advisors
Delaware
$202K +$567 +14 +0.3%
CIAS
89
Capital Investment Advisory Services
North Carolina
$193K +$405 +10 +0.2%
BFEC
90
Benjamin F. Edwards & Company
Missouri
$185K – – –
TRCT
91
Tower Research Capital (TRC)
New York
$170K +$178K +4,395 +9,767%
GWM
92
Geneos Wealth Management
Colorado
$165K -$1.82K -45 -1%
Bank of Montreal
93
Bank of Montreal
Ontario, Canada
$135K – – –
CA
94
Clearstead Advisors
Ohio
$118K +$84.2K +2,081 +209%
TCM
95
Tradewinds Capital Management
Washington
$111K +$364 +9 +0.3%
FDCDDQ
96
Federation des caisses Desjardins du Quebec
Quebec, Canada
$109K – – –
SWA
97
SOA Wealth Advisors
New York
$108K +$81 +2 +0.1%
HNB
98
Huntington National Bank
Ohio
$98.6K – – –
KFI
99
Key Financial Inc
Pennsylvania
$96.9K – – –
Comerica Bank
100
Comerica Bank
Texas
$93K +$98.3K +2,429 New
2 3
4
5 6

RSPN Hedge Fund Activity: Q3 2023 in Review

121 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Equal Weight Industrials ETF (RSPN) for Q3 2023, worth a combined $327M — up 14% from $286M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new RSPN positions and 11 closed out — a net gain of 3 holders — while 55 added to existing stakes and 31 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $17.6M. The largest seller was Davis Investment Partners, cutting an estimated $54.1M.

  • 121 institutional investors held Invesco S&P 500 Equal Weight Industrials ETF (RSPN) as of Q3 2023, up from 119 in Q2 2023.
  • Funds reported $327M of Invesco S&P 500 Equal Weight Industrials ETF stock for Q3 2023, up 14% quarter-over-quarter.
  • 14 funds opened new Invesco S&P 500 Equal Weight Industrials ETF positions in Q3 2023 and 11 closed out, a net change of +3 holders.
  • The largest Invesco S&P 500 Equal Weight Industrials ETF buyer in Q3 2023 was Morgan Stanley, an estimated $17.6M added.
  • The largest Invesco S&P 500 Equal Weight Industrials ETF seller in Q3 2023 was Davis Investment Partners, an estimated $54.1M sold.

Based on aggregated 13F filings for Q3 2023.