Invesco S&P 500 Equal Weight Industrials ETF
RSPN
111 hedge funds and large institutions have $345M invested in Invesco S&P 500 Equal Weight Industrials ETF in 2021 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 41 increasing their positions, 19 reducing their positions, and 2 closing their positions.
1,400% more first-time investments, than exits
New positions opened: 30 | Existing positions closed: 2
116% more repeat investments, than reductions
Existing positions increased: 41 | Existing positions reduced: 19
47% more capital invested
Capital invested by funds: $234M → $345M (+$111M)
32% more funds holding
Funds holding: 84 → 111 (+27)
26.21% more ownership
Funds ownership: 258.28% → 284.49% (+26%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$43.9M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$15.3M |
| 3 |
Morgan Stanley
New York
|
+$10.6M |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
+$6.54M |
| 5 |
IMC Chicago
Chicago,
Illinois
|
+$5.03M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$5.4M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
-$1.8M |
| 3 |
WSTAM
Wilbanks Smith & Thomas Asset Management
Norfolk,
Virginia
|
-$1.79M |
| 4 |
1832 Asset Management
Toronto,
Ontario, Canada
|
-$612K |
| 5 |
JIR
James Investment Research
Alpha,
Ohio
|
-$262K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CA
101
Clearstead Advisors
Cleveland,
Ohio
| $18K | – | – | – |
|
|
CFA
102
Carroll Financial Associates
Charlotte,
North Carolina
| $17K | +$17.8K | +480 | New |
|
|
1IA
103
1834 Investment Advisors
Milwaukee,
Wisconsin
| $11K | – | – | – |
|
104
US Bancorp
Minneapolis,
Minnesota
| $10K | – | – | – |
|
105
JP Morgan Chase
New York
| $9K | +$5.58K | +150 | +150% |
|
|
AWA
106
Arkadios Wealth Advisors
Atlanta,
Georgia
| $6K | – | – | – |
|
|
WT
107
Washington Trust
Westerly,
Rhode Island
| $6K | – | – | – |
|
|
ACA
108
Aptus Capital Advisors
Fairhope,
Alabama
| $5K | – | – | – |
|
|
AAMA
109
Advanced Asset Management Advisors
Dublin,
Ohio
| $4K | – | – | – |
|
|
CAL
110
Capital Analysts LLC
Fort Washington,
Pennsylvania
| $3K | – | – | – |
|
|
AIP
111
Ameritas Investment Partners
Lincoln,
Nebraska
| $2K | +$2.42K | +65 | New |
|
|
WSTAM
112
Wilbanks Smith & Thomas Asset Management
Norfolk,
Virginia
| – | -$1.79M | -50,490 | Closed |
|
|
WAP
113
Wealthcare Advisory Partners
West Chester,
Pennsylvania
| – | -$4K | -125 | Closed |
|
RSPN Hedge Fund Activity: Q2 2021 in Review
111 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Equal Weight Industrials ETF (RSPN) for Q2 2021, worth a combined $345M — up 47% from $234M a quarter earlier.
Buyers outnumbered sellers: 30 funds opened new RSPN positions and 2 closed out — a net gain of 28 holders — while 41 added to existing stakes and 19 trimmed.
The largest buyer was LPL Financial, adding an estimated $43.9M. The largest seller was Raymond James Financial Services Advisors, cutting an estimated $5.4M.
- 111 institutional investors held Invesco S&P 500 Equal Weight Industrials ETF (RSPN) as of Q2 2021, up from 84 in Q1 2021.
- Funds reported $345M of Invesco S&P 500 Equal Weight Industrials ETF stock for Q2 2021, up 47% quarter-over-quarter.
- 30 funds opened new Invesco S&P 500 Equal Weight Industrials ETF positions in Q2 2021 and 2 closed out, a net change of +28 holders.
- The largest Invesco S&P 500 Equal Weight Industrials ETF buyer in Q2 2021 was LPL Financial, an estimated $43.9M added.
- The largest Invesco S&P 500 Equal Weight Industrials ETF seller in Q2 2021 was Raymond James Financial Services Advisors, an estimated $5.4M sold.
Based on aggregated 13F filings for Q2 2021.