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Invesco S&P 500 Equal Weight Industrials ETF

132 hedge funds and large institutions have $413M invested in Invesco S&P 500 Equal Weight Industrials ETF in 2023 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 48 increasing their positions, 41 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

171% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 7

26% more capital invested

Capital invested by funds: $327M → $413M (+$85.5M)

17% more repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 41

9% more funds holding

Funds holding: 121132 (+11)

5.04% more ownership

Funds ownership: 59.21%64.25% (+5%)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
132
Holders Change
+11
Holders Change %
+9.09%
% of All Funds
1.92%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
19
Increased
48
Reduced
41
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PTC
76
Private Trust Company
Ohio
$323K
JCM
77
Jacobi Capital Management
Pennsylvania
$302K -$11.9K -300 -4%
CFCI
78
Comprehensive Financial Consultants Institutional
Indiana
$300K +$23.9K +605 +10%
OCPWS
79
One Charles Private Wealth Services
Massachusetts
$299K
OIA
80
OneDigital Investment Advisors
Kansas
$296K
Corient Private Wealth
81
Corient Private Wealth
Florida
$292K -$228K -5,766 -46%
Mariner
82
Mariner
Kansas
$291K +$266K +6,744 New
RC
83
Rovin Capital
Arizona
$280K +$40 +1 +0%
CBFP
84
Cedar Brook Financial Partners
Ohio
$274K +$3.36K +85 +1%
Susquehanna International Group
85
Susquehanna International Group
Pennsylvania
$266K -$242K -6,113 -50%
APA
86
Astoria Portfolio Advisors
New York
$261K +$235K +5,952 New
MML Investors Services
87
MML Investors Services
Massachusetts
$247K +$227K +5,737 New
GRP
88
Global Retirement Partners
California
$242K +$228K +5,763 New
CAN
89
Cetera Advisor Networks
California
$242K -$395 -10 -0.2%
BAM
90
Belpointe Asset Management
Nevada
$241K -$25.1K -635 -10%
SWM
91
Spire Wealth Management
Virginia
$241K +$711 +18 +0.3%
PS
92
Principal Securities
Iowa
$229K +$210K +5,302 New
GFWA
93
Grey Fox Wealth Advisors
Delaware
$229K +$632 +16 +0.3%
DT
94
Diversified Trust
Tennessee
$221K +$203K +5,125 New
CIAS
95
Capital Investment Advisory Services
North Carolina
$218K +$672 +17 +0.3%
NPFS
96
Novak & Powell Financial Services
Florida
$215K +$197K +4,995 New
BFEC
97
Benjamin F. Edwards & Company
Missouri
$208K
TRCT
98
Tower Research Capital (TRC)
New York
$194K +$2.13K +54 +1%
GWM
99
Geneos Wealth Management
Colorado
$187K +$1.7K +43 +1%
IGWM
100
ICA Group Wealth Management
Colorado
$185K -$1.92M -48,466 -92%

RSPN Hedge Fund Activity: Q4 2023 in Review

132 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Equal Weight Industrials ETF (RSPN) for Q4 2023, worth a combined $413M — up 26% from $327M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new RSPN positions and 7 closed out — a net gain of 12 holders — while 48 added to existing stakes and 41 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $28.6M. The largest seller was Osaic Holdings, cutting an estimated $4.61M.

  • 132 institutional investors held Invesco S&P 500 Equal Weight Industrials ETF (RSPN) as of Q4 2023, up from 121 in Q3 2023.
  • Funds reported $413M of Invesco S&P 500 Equal Weight Industrials ETF stock for Q4 2023, up 26% quarter-over-quarter.
  • 19 funds opened new Invesco S&P 500 Equal Weight Industrials ETF positions in Q4 2023 and 7 closed out, a net change of +12 holders.
  • The largest Invesco S&P 500 Equal Weight Industrials ETF buyer in Q4 2023 was Morgan Stanley, an estimated $28.6M added.
  • The largest Invesco S&P 500 Equal Weight Industrials ETF seller in Q4 2023 was Osaic Holdings, an estimated $4.61M sold.

Based on aggregated 13F filings for Q4 2023.