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Invesco S&P 500 Equal Weight Industrials ETF

136 hedge funds and large institutions have $430M invested in Invesco S&P 500 Equal Weight Industrials ETF in 2024 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 44 increasing their positions, 50 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 6

5% more funds holding

Funds holding: 130136 (+6)

2% more capital invested

Capital invested by funds: $421M → $430M (+$9.15M)

0.79% more ownership

Funds ownership: 65.33%66.12% (+0.79%)

0% more funds holding in top 10

Funds holding in top 10: 66 (0)

12% less repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 50

Holders
136
Holders Change
+6
Holders Change %
+4.62%
% of All Funds
1.79%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.08%
New
15
Increased
44
Reduced
50
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WANY
76
Wealthspire Advisors (New York)
New York
$426K +$446K +8,485 New
Jones Financial Companies
77
Jones Financial Companies
Missouri
$409K +$6.14K +117 +1%
AA
78
Advisory Alpha
Michigan
$399K +$1.05K +20 +0.3%
ML
79
McAdam LLC
Pennsylvania
$397K
WWM
80
Western Wealth Management
Colorado
$377K +$368 +7 +0.1%
PTC
81
Private Trust Company
Ohio
$376K
SW
82
SteelPeak Wealth
California
$374K +$5.25K +100 +1%
JP Morgan Chase
83
JP Morgan Chase
New York
$367K -$28.6K -545 -7%
Corient Private Wealth
84
Corient Private Wealth
Florida
$356K -$167K -3,187 -31%
WIA
85
World Investment Advisors
California
$351K
Mariner
86
Mariner
Kansas
$349K +$27.9K +531 +8%
OCPWS
87
One Charles Private Wealth Services
Massachusetts
$348K
JCM
88
Jacobi Capital Management
Pennsylvania
$346K -$5.25K -100 -1%
FWP
89
FAS Wealth Partners
Kansas
$340K -$6.56K -125 -2%
OIA
90
OneDigital Investment Advisors
Kansas
$332K
SWP
91
Stratos Wealth Partners
Ohio
$314K +$328K +6,249 New
SWM
92
Spire Wealth Management
Virginia
$273K -$9.82K -187 -3%
GFWA
93
Grey Fox Wealth Advisors
Delaware
$269K +$893 +17 +0.3%
BAM
94
Belpointe Asset Management
Nevada
$265K -$3.83K -73 -1%
D.E. Shaw & Co
95
D.E. Shaw & Co
New York
$261K +$3.2K +61 +1%
DT
96
Diversified Trust
Tennessee
$257K
CIAS
97
Capital Investment Advisory Services
North Carolina
$256K +$788 +15 +0.3%
CFCI
98
Comprehensive Financial Consultants Institutional
Indiana
$255K +$25.6K +488 +11%
BEI
99
Benjamin Edwards Inc
Missouri
$242K
NPFS
100
Novak & Powell Financial Services
Florida
$237K

RSPN Hedge Fund Activity: Q4 2024 in Review

136 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Equal Weight Industrials ETF (RSPN) for Q4 2024, worth a combined $430M — up 2.2% from $421M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new RSPN positions and 6 closed out — a net gain of 9 holders — while 44 added to existing stakes and 50 trimmed.

The largest buyer was Strategic Wealth Partners, opening a new position worth an estimated $6.5M. The largest seller was Wells Fargo, cutting an estimated $1.23M.

  • 136 institutional investors held Invesco S&P 500 Equal Weight Industrials ETF (RSPN) as of Q4 2024, up from 130 in Q3 2024.
  • Funds reported $430M of Invesco S&P 500 Equal Weight Industrials ETF stock for Q4 2024, up 2.2% quarter-over-quarter.
  • 15 funds opened new Invesco S&P 500 Equal Weight Industrials ETF positions in Q4 2024 and 6 closed out, a net change of +9 holders.
  • The largest Invesco S&P 500 Equal Weight Industrials ETF buyer in Q4 2024 was Strategic Wealth Partners, an estimated $6.5M added.
  • The largest Invesco S&P 500 Equal Weight Industrials ETF seller in Q4 2024 was Wells Fargo, an estimated $1.23M sold.

Based on aggregated 13F filings for Q4 2024.