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Invesco S&P 500 Equal Weight Industrials ETF

132 hedge funds and large institutions have $413M invested in Invesco S&P 500 Equal Weight Industrials ETF in 2023 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 48 increasing their positions, 41 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

171% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 7

26% more capital invested

Capital invested by funds: $327M → $413M (+$85.5M)

17% more repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 41

9% more funds holding

Funds holding: 121132 (+11)

5.04% more ownership

Funds ownership: 59.21%64.25% (+5%)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
132
Holders Change
+11
Holders Change %
+9.09%
% of All Funds
1.92%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
19
Increased
48
Reduced
41
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Comerica Bank
101
Comerica Bank
Texas
$145K +$36.7K +929 +38%
Bank of Montreal
102
Bank of Montreal
Ontario, Canada
$144K
TCM
103
Tradewinds Capital Management
Washington
$126K +$356 +9 +0.3%
FDCDDQ
104
Federation des caisses Desjardins du Quebec
Quebec, Canada
$123K
SWA
105
SOA Wealth Advisors
New York
$122K +$316 +8 +0.3%
HNB
106
Huntington National Bank
Ohio
$111K
KFI
107
Key Financial Inc
Pennsylvania
$109K
CA
108
Clearstead Advisors
Ohio
$43.1K -$82K -2,075 -67%
Qube Research & Technologies (QRT)
109
Qube Research & Technologies (QRT)
United Kingdom
$39.4K
PNC Financial Services Group
110
PNC Financial Services Group
Pennsylvania
$36.9K +$119 +3 +0.4%
Carson Wealth (CWM LLC)
111
Carson Wealth (CWM LLC)
Nebraska
$36K +$11.9K +300 +56%
MIM
112
MTM Investment Management
South Carolina
$29K +$79 +2 +0.3%
CP
113
Castleview Partners
Texas
$26.9K +$24.7K +625 New
MA
114
Montag & Associates
Georgia
$23.1K
NECFA
115
New England Capital Financial Advisors
Connecticut
$21.6K
OSAM
116
O'Shaughnessy Asset Management
Connecticut
$19.8K
KFS
117
Kelly Financial Services
Massachusetts
$16.7K +$79 +2 +0.5%
JP Morgan Chase
118
JP Morgan Chase
New York
$14.2K
CPG
119
Custom Portfolio Group
Colorado
$14K +$12.8K +325 New
US Bancorp
120
US Bancorp
Minnesota
$11.4K
NMG
121
New Millennium Group
Utah
$10.8K -$3.51M -88,728 -100%
GI
122
Gradient Investments
Minnesota
$10.8K -$4.35K -110 -30%
Citigroup
123
Citigroup
New York
$8.66K +$40 +1 +0.5%
PA
124
Parallel Advisors
California
$7.54K -$1.98K -50 -22%
CT
125
Clearstead Trust
Maine
$5.61K -$37.5K -950 -88%

RSPN Hedge Fund Activity: Q4 2023 in Review

132 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Equal Weight Industrials ETF (RSPN) for Q4 2023, worth a combined $413M — up 26% from $327M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new RSPN positions and 7 closed out — a net gain of 12 holders — while 48 added to existing stakes and 41 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $28.6M. The largest seller was Osaic Holdings, cutting an estimated $4.61M.

  • 132 institutional investors held Invesco S&P 500 Equal Weight Industrials ETF (RSPN) as of Q4 2023, up from 121 in Q3 2023.
  • Funds reported $413M of Invesco S&P 500 Equal Weight Industrials ETF stock for Q4 2023, up 26% quarter-over-quarter.
  • 19 funds opened new Invesco S&P 500 Equal Weight Industrials ETF positions in Q4 2023 and 7 closed out, a net change of +12 holders.
  • The largest Invesco S&P 500 Equal Weight Industrials ETF buyer in Q4 2023 was Morgan Stanley, an estimated $28.6M added.
  • The largest Invesco S&P 500 Equal Weight Industrials ETF seller in Q4 2023 was Osaic Holdings, an estimated $4.61M sold.

Based on aggregated 13F filings for Q4 2023.