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Invesco S&P 500 Equal Weight Industrials ETF

111 hedge funds and large institutions have $199M invested in Invesco S&P 500 Equal Weight Industrials ETF in 2023 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 42 increasing their positions, 28 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

85% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 13

50% more repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 28

21% more capital invested

Capital invested by funds: $165M → $199M (+$34.8M)

10% more funds holding

Funds holding: 101111 (+10)

7.85% more ownership

Funds ownership: 256.54%264.39% (+7.9%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
111
Holders Change
+10
Holders Change %
+9.9%
% of All Funds
1.77%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
24
Increased
42
Reduced
28
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
US Bancorp
101
US Bancorp
Minnesota
$9.95K
PA
102
Parallel Advisors
California
$8.44K
Citigroup
103
Citigroup
New York
$8.07K +$561 +15 +8%
AC
104
AlphaCore Capital
California
$7.32K
AWM
105
Avior Wealth Management
Nebraska
$6.57K +$6.55K +175 New
FSWA
106
Financial Synergies Wealth Advisors
Texas
$5.65K +$5.61K +150 New
ACA
107
Aptus Capital Advisors
Alabama
$5.25K
AAMA
108
Advanced Asset Management Advisors
Ohio
$4.13K
FGAM
109
Financial Gravity Asset Management
Texas
$3.46K +$1.87K +50 +6%
GWSG
110
GPS Wealth Strategies Group
Colorado
$3.38K +$3.37K +90 New
CIA
111
Cape Investment Advisory
Georgia
$3.19K +$3.18K +85 New
TF
112
TimeScale Financial
Massachusetts
$1.31K +$1.31K +35 New
Commonwealth Equity Services
113
Commonwealth Equity Services
Massachusetts
$813 +$139K +3,705 +21%
JWM
114
Jackson Wealth Management
Florida
-$3.98M -111,580 Closed
CRWM
115
Castle Rock Wealth Management
California
-$550K -14,715 Closed
VCM
116
Virtue Capital Management
Tennessee
-$396K -11,105 Closed
FAIM
117
Financial Advocates Investment Management
Washington
-$222K -11,100 Closed
LFG
118
Larson Financial Group
Missouri
-$178K -5,000 Closed
NA
119
NewEdge Advisors
Louisiana
-$170K -4,775 Closed
TWC
120
TD Waterhouse Canada
Ontario, Canada
-$171K -3,905 Closed
Rockefeller Capital Management
121
Rockefeller Capital Management
New York
-$102K -2,865 Closed
PVH
122
Psagot Value Holdings
Israel
-$31K -870 Closed
MCC
123
Money Concepts Capital
Florida
-$23.9K -670 Closed
MWM
124
MinichMacGregor Wealth Management
New York
-$21.9K -615 Closed
PIMG
125
Patriot Investment Management Group
Tennessee
-$21.8K -580 Closed

RSPN Hedge Fund Activity: Q1 2023 in Review

111 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Equal Weight Industrials ETF (RSPN) for Q1 2023, worth a combined $199M — up 21% from $165M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new RSPN positions and 13 closed out — a net gain of 11 holders — while 42 added to existing stakes and 28 trimmed.

The largest buyer was Affinity Wealth Management, opening a new position worth an estimated $11.5M. The largest seller was Ameriprise, cutting an estimated $4.07M.

  • 111 institutional investors held Invesco S&P 500 Equal Weight Industrials ETF (RSPN) as of Q1 2023, up from 101 in Q4 2022.
  • Funds reported $199M of Invesco S&P 500 Equal Weight Industrials ETF stock for Q1 2023, up 21% quarter-over-quarter.
  • 24 funds opened new Invesco S&P 500 Equal Weight Industrials ETF positions in Q1 2023 and 13 closed out, a net change of +11 holders.
  • The largest Invesco S&P 500 Equal Weight Industrials ETF buyer in Q1 2023 was Affinity Wealth Management, an estimated $11.5M added.
  • The largest Invesco S&P 500 Equal Weight Industrials ETF seller in Q1 2023 was Ameriprise, an estimated $4.07M sold.

Based on aggregated 13F filings for Q1 2023.