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Invesco S&P 500 Equal Weight Industrials ETF
RSPN

130 hedge funds and large institutions have $421M invested in Invesco S&P 500 Equal Weight Industrials ETF in 2024 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 52 increasing their positions, 41 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 4 → 6 (+2)

27% more repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 41

3% more capital invested

Capital invested by funds: $408M → $421M (+$13M)

3.55% less ownership

Funds ownership: 68.88% → 65.33% (-3.5%)

6% less funds holding

Funds holding: 138 → 130 (-8)

29% less first-time investments, than exits

New positions opened: 10 | Existing positions closed: 14

Holders
130
Holders Change
-8
Holders Change %
-5.8%
% of All Funds
1.87%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.09%
New
10
Increased
52
Reduced
41
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$1.1M
2
FSA
Financial Services Advisory
Maryland
+$834K
3
Ameriprise
Ameriprise
Minnesota
+$656K
4
Baird Financial Group
Baird Financial Group
Wisconsin
+$524K
5
CW
CreativeOne Wealth
Kansas
+$523K

Top Sellers

Rank Fund Capital Flow
1
Goldman Sachs
Goldman Sachs
New York
-$12M
2
Morgan Stanley
Morgan Stanley
New York
-$8.27M
3
GS
GTS Securities
New York
-$6.84M
4
MIH
Meitav Investment House
Israel
-$3.72M
5
Bank of America
Bank of America
North Carolina
-$2.17M
Name Holding Trade Value Shares
Change 		Change in
Stake
AA
76
Advisory Alpha
Michigan
$406K -$56.2K -1,176 -13%
ML
77
McAdam LLC
Pennsylvania
$405K – – –
JP Morgan Chase
78
JP Morgan Chase
New York
$402K +$288K +6,033 +331%
WWM
79
Western Wealth Management
Colorado
$384K -$78.2K -1,638 -18%
PTC
80
Private Trust Company
Ohio
$383K – – –
SW
81
SteelPeak Wealth
California
$376K -$57.3K -1,200 -14%
JCM
82
Jacobi Capital Management
Pennsylvania
$358K – – –
WIA
83
World Investment Advisors
California
$358K +$97.9K +2,050 +41%
OCPWS
84
One Charles Private Wealth Services
Massachusetts
$355K – – –
FWP
85
FAS Wealth Partners
Kansas
$353K – – –
OIA
86
OneDigital Investment Advisors
Kansas
$339K – – –
C
87
CEDRUS
Colorado
$333K +$311K +6,508 New
Mariner
88
Mariner
Kansas
$329K +$65.4K +1,369 +27%
AWS
89
Atria Wealth Solutions
New York
$321K -$232K -4,849 -44%
SWM
90
Spire Wealth Management
Virginia
$288K +$573 +12 +0.2%
BAM
91
Belpointe Asset Management
Nevada
$279K -$4.01K -84 -2%
GFWA
92
Grey Fox Wealth Advisors
Delaware
$273K +$573 +12 +0.2%
D.E. Shaw & Co
93
D.E. Shaw & Co
New York
$263K -$310K -6,500 -56%
DT
94
Diversified Trust
Tennessee
$262K – – –
CIAS
95
Capital Investment Advisory Services
North Carolina
$261K +$573 +12 +0.2%
RC
96
Rovin Capital
Arizona
$259K +$11.6K +242 +5%
BEI
97
Benjamin Edwards Inc
Missouri
$247K +$230K +4,825 New
NPFS
98
Novak & Powell Financial Services
Florida
$241K – – –
CFCI
99
Comprehensive Financial Consultants Institutional
Indiana
$235K -$16.2K -340 -7%
PS
100
Principal Securities
Iowa
$213K -$28.6K -598 -13%
2 3
4
5 6

RSPN Hedge Fund Activity: Q3 2024 in Review

130 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Equal Weight Industrials ETF (RSPN) for Q3 2024, worth a combined $421M — up 3.2% from $408M a quarter earlier.

Sellers outnumbered buyers: 14 funds closed out of RSPN and 10 opened new positions — a net loss of 4 holders — while 41 trimmed existing stakes and 52 added.

The largest buyer was Commonwealth Equity Services, adding an estimated $1.1M. The largest seller was Goldman Sachs, cutting an estimated $12M.

  • 130 institutional investors held Invesco S&P 500 Equal Weight Industrials ETF (RSPN) as of Q3 2024, down from 138 in Q2 2024.
  • Funds reported $421M of Invesco S&P 500 Equal Weight Industrials ETF stock for Q3 2024, up 3.2% quarter-over-quarter.
  • 10 funds opened new Invesco S&P 500 Equal Weight Industrials ETF positions in Q3 2024 and 14 closed out, a net change of -4 holders.
  • The largest Invesco S&P 500 Equal Weight Industrials ETF buyer in Q3 2024 was Commonwealth Equity Services, an estimated $1.1M added.
  • The largest Invesco S&P 500 Equal Weight Industrials ETF seller in Q3 2024 was Goldman Sachs, an estimated $12M sold.

Based on aggregated 13F filings for Q3 2024.