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Invesco S&P 500 Equal Weight Industrials ETF

121 hedge funds and large institutions have $327M invested in Invesco S&P 500 Equal Weight Industrials ETF in 2023 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 55 increasing their positions, 31 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

77% more repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 31

27% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 11

14% more capital invested

Capital invested by funds: $286M → $327M (+$40.9M)

2% more funds holding

Funds holding: 119121 (+2)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

292.66% less ownership

Funds ownership: 351.86%59.21% (-293%)

Holders
121
Holders Change
+2
Holders Change %
+1.68%
% of All Funds
1.92%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
14
Increased
55
Reduced
31
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CT
101
Clearstead Trust
Maine
$41.4K
Qube Research & Technologies (QRT)
102
Qube Research & Technologies (QRT)
United Kingdom
$35K -$43.7K -1,080 -54%
PNC Financial Services Group
103
PNC Financial Services Group
Pennsylvania
$32.7K +$162 +4 +0.5%
MIM
104
MTM Investment Management
South Carolina
$25.7K +$81 +2 +0.3%
Carson Wealth (CWM LLC)
105
Carson Wealth (CWM LLC)
Nebraska
$21K +$21.9K +540 New
MA
106
Montag & Associates
Georgia
$20.5K
NECFA
107
New England Capital Financial Advisors
Connecticut
$19.1K
OSAM
108
O'Shaughnessy Asset Management
Connecticut
$17.6K
KFS
109
Kelly Financial Services
Massachusetts
$14.8K -$2.79K -69 -15%
GI
110
Gradient Investments
Minnesota
$13.8K -$1.17K -29 -7%
JP Morgan Chase
111
JP Morgan Chase
New York
$12.6K +$13.4K +330 New
US Bancorp
112
US Bancorp
Minnesota
$10.1K
FSWA
113
Financial Synergies Wealth Advisors
Texas
$8.65K +$40 +1 +0.4%
PA
114
Parallel Advisors
California
$8.62K
Citigroup
115
Citigroup
New York
$7.66K -$3.64K -90 -31%
AWM
116
Avior Wealth Management
Nebraska
$6.7K
AAMA
117
Advanced Asset Management Advisors
Ohio
$4.21K
CWC
118
Carolinas Wealth Consulting
North Carolina
$3.5K +$3.84K +95 New
CIA
119
Cape Investment Advisory
Georgia
$3.25K
CAL
120
Capital Analysts LLC
Pennsylvania
$3K
CFGS
121
Concourse Financial Group Securities
Alabama
$1.99K +$2.1K +52 New
GWSG
122
GPS Wealth Strategies Group
Colorado
$1.72K
ACA
123
Aptus Capital Advisors
Alabama
$1.07K -$4.53K -112 -80%
PG
124
Prostatis Group
Maryland
-$29.9K -149,285 Closed
CW
125
CreativeOne Wealth
Kansas
-$3.38M -82,700 Closed

RSPN Hedge Fund Activity: Q3 2023 in Review

121 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Equal Weight Industrials ETF (RSPN) for Q3 2023, worth a combined $327M — up 14% from $286M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new RSPN positions and 11 closed out — a net gain of 3 holders — while 55 added to existing stakes and 31 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $17.6M. The largest seller was Davis Investment Partners, cutting an estimated $54.1M.

  • 121 institutional investors held Invesco S&P 500 Equal Weight Industrials ETF (RSPN) as of Q3 2023, up from 119 in Q2 2023.
  • Funds reported $327M of Invesco S&P 500 Equal Weight Industrials ETF stock for Q3 2023, up 14% quarter-over-quarter.
  • 14 funds opened new Invesco S&P 500 Equal Weight Industrials ETF positions in Q3 2023 and 11 closed out, a net change of +3 holders.
  • The largest Invesco S&P 500 Equal Weight Industrials ETF buyer in Q3 2023 was Morgan Stanley, an estimated $17.6M added.
  • The largest Invesco S&P 500 Equal Weight Industrials ETF seller in Q3 2023 was Davis Investment Partners, an estimated $54.1M sold.

Based on aggregated 13F filings for Q3 2023.