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Invesco S&P 500 Equal Weight Industrials ETF

136 hedge funds and large institutions have $433M invested in Invesco S&P 500 Equal Weight Industrials ETF in 2024 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 54 increasing their positions, 39 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more funds holding in top 10

Funds holding in top 10: 25 (+3)

42% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 12

38% more repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 39

3% more funds holding

Funds holding: 132136 (+4)

5% more capital invested

Capital invested by funds: $413M → $433M (+$20.6M)

3.03% less ownership

Funds ownership: 64.25%61.22% (-3%)

Holders
136
Holders Change
+4
Holders Change %
+3.03%
% of All Funds
1.96%
Holding in Top 10
5
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+150%
% of All Funds
0.07%
New
17
Increased
54
Reduced
39
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
ML
76
McAdam LLC
Pennsylvania
$377K
WWM
77
Western Wealth Management
Colorado
$372K +$1.11K +25 +0.3%
OMC
78
Old Mission Capital
Illinois
$370K +$345K +7,758 New
Envestnet Portfolio Solutions
79
Envestnet Portfolio Solutions
Illinois
$369K -$35.2K -790 -9%
PTC
80
Private Trust Company
Ohio
$357K
Truist Financial
81
Truist Financial
North Carolina
$356K -$11K -246 -3%
WSTAM
82
Wilbanks Smith & Thomas Asset Management
Virginia
$347K -$41.7K -937 -11%
JCM
83
Jacobi Capital Management
Pennsylvania
$334K
KWM
84
Kingsview Wealth Management
Oregon
$331K +$309K +6,939 New
OCPWS
85
One Charles Private Wealth Services
Massachusetts
$330K
Corient Private Wealth
86
Corient Private Wealth
Florida
$330K +$6.54K +147 +2%
FWP
87
FAS Wealth Partners
Kansas
$329K -$48.3K -1,085 -14%
OIA
88
OneDigital Investment Advisors
Kansas
$328K
GVAG
89
Great Valley Advisor Group
Delaware
$310K -$306K -6,875 -51%
APA
90
Astoria Portfolio Advisors
New York
$307K +$34.1K +766 +13%
BAM
91
Belpointe Asset Management
Nevada
$281K +$13.1K +294 +5%
SWM
92
Spire Wealth Management
Virginia
$271K +$579 +13 +0.2%
GFWA
93
Grey Fox Wealth Advisors
Delaware
$253K +$534 +12 +0.2%
RC
94
Rovin Capital
Arizona
$246K -$60K -1,348 -21%
PS
95
Principal Securities
Iowa
$245K -$7.57K -170 -3%
DT
96
Diversified Trust
Tennessee
$245K
WIA
97
World Investment Advisors
California
$243K +$227K +5,100 New
Mariner
98
Mariner
Kansas
$243K -$73.7K -1,655 -25%
CIAS
99
Capital Investment Advisory Services
North Carolina
$242K +$490 +11 +0.2%
BFEC
100
Benjamin F. Edwards & Company
Missouri
$230K

RSPN Hedge Fund Activity: Q1 2024 in Review

136 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Equal Weight Industrials ETF (RSPN) for Q1 2024, worth a combined $433M — up 5% from $413M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new RSPN positions and 12 closed out — a net gain of 5 holders — while 54 added to existing stakes and 39 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $17.8M. The largest seller was Morgan Stanley, cutting an estimated $46.1M.

  • 136 institutional investors held Invesco S&P 500 Equal Weight Industrials ETF (RSPN) as of Q1 2024, up from 132 in Q4 2023.
  • Funds reported $433M of Invesco S&P 500 Equal Weight Industrials ETF stock for Q1 2024, up 5% quarter-over-quarter.
  • 17 funds opened new Invesco S&P 500 Equal Weight Industrials ETF positions in Q1 2024 and 12 closed out, a net change of +5 holders.
  • The largest Invesco S&P 500 Equal Weight Industrials ETF buyer in Q1 2024 was Goldman Sachs, an estimated $17.8M added.
  • The largest Invesco S&P 500 Equal Weight Industrials ETF seller in Q1 2024 was Morgan Stanley, an estimated $46.1M sold.

Based on aggregated 13F filings for Q1 2024.