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Invesco S&P 500 Equal Weight Industrials ETF

138 hedge funds and large institutions have $408M invested in Invesco S&P 500 Equal Weight Industrials ETF in 2024 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 38 increasing their positions, 55 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

36% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 11

7.66% more ownership

Funds ownership: 61.22%68.88% (+7.7%)

1% more funds holding

Funds holding: 136138 (+2)

6% less capital invested

Capital invested by funds: $433M → $408M (-$25.8M)

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

31% less repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 55

Holders
138
Holders Change
+2
Holders Change %
+1.47%
% of All Funds
1.99%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.06%
New
15
Increased
38
Reduced
55
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AAS
76
Avantax Advisory Services
Texas
$402K +$409K +8,858 New
SEIA
77
Signature Estate & Investment Advisors
California
$393K +$400K +8,664 New
SW
78
SteelPeak Wealth
California
$388K +$395K +8,550 New
KWM
79
Kingsview Wealth Management
Oregon
$379K +$65.1K +1,410 +20%
GWM
80
Geneos Wealth Management
Colorado
$378K +$185K +3,997 +92%
ML
81
McAdam LLC
Pennsylvania
$359K
Envestnet Portfolio Solutions
82
Envestnet Portfolio Solutions
Illinois
$347K -$4.2K -91 -1%
PTC
83
Private Trust Company
Ohio
$340K
CA
84
Clearstead Advisors
Ohio
$331K +$291K +6,290 +627%
Corient Private Wealth
85
Corient Private Wealth
Florida
$320K +$6.1K +132 +2%
JCM
86
Jacobi Capital Management
Pennsylvania
$318K
OCPWS
87
One Charles Private Wealth Services
Massachusetts
$314K
FWP
88
FAS Wealth Partners
Kansas
$313K
OIA
89
OneDigital Investment Advisors
Kansas
$300K -$11.5K -250 -4%
P
90
&Partners
Tennessee
$260K +$265K +5,730 New
SWM
91
Spire Wealth Management
Virginia
$254K -$3.28K -71 -1%
BAM
92
Belpointe Asset Management
Nevada
$251K -$16.8K -364 -6%
GFWA
93
Grey Fox Wealth Advisors
Delaware
$242K +$601 +13 +0.2%
DT
94
Diversified Trust
Tennessee
$233K
CIAS
95
Capital Investment Advisory Services
North Carolina
$231K +$554 +12 +0.2%
Mariner
96
Mariner
Kansas
$230K -$1.39K -30 -0.6%
PA
97
PFG Advisors
Arizona
$229K -$500K -10,814 -68%
WIA
98
World Investment Advisors
California
$225K -$6.93K -150 -3%
CFCI
99
Comprehensive Financial Consultants Institutional
Indiana
$224K +$25.5K +552 +13%
RC
100
Rovin Capital
Arizona
$220K -$14K -303 -6%

RSPN Hedge Fund Activity: Q2 2024 in Review

138 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Equal Weight Industrials ETF (RSPN) for Q2 2024, worth a combined $408M — down 6% from $433M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new RSPN positions and 11 closed out — a net gain of 4 holders — while 38 added to existing stakes and 55 trimmed.

The largest buyer was NewEdge Advisors, adding an estimated $12.8M. The largest seller was Raymond James Financial Services Advisors, cutting an estimated $7.48M.

  • 138 institutional investors held Invesco S&P 500 Equal Weight Industrials ETF (RSPN) as of Q2 2024, up from 136 in Q1 2024.
  • Funds reported $408M of Invesco S&P 500 Equal Weight Industrials ETF stock for Q2 2024, down 6% quarter-over-quarter.
  • 15 funds opened new Invesco S&P 500 Equal Weight Industrials ETF positions in Q2 2024 and 11 closed out, a net change of +4 holders.
  • The largest Invesco S&P 500 Equal Weight Industrials ETF buyer in Q2 2024 was NewEdge Advisors, an estimated $12.8M added.
  • The largest Invesco S&P 500 Equal Weight Industrials ETF seller in Q2 2024 was Raymond James Financial Services Advisors, an estimated $7.48M sold.

Based on aggregated 13F filings for Q2 2024.