Invesco S&P 500 Equal Weight Industrials ETF
RSPN
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.
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: 101 → 111 (+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: 1 → 1 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWM
Affinity Wealth Management
Wilmington,
Delaware
|
+$11.5M |
| 2 |
LPL Financial
San Diego,
California
|
+$5.01M |
| 3 |
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Toronto,
Ontario, Canada
|
+$4.83M |
| 4 |
Morgan Stanley
New York
|
+$4.01M |
| 5 |
Wells Fargo
San Francisco,
California
|
+$3.99M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
-$4.07M |
| 2 |
JWM
Jackson Wealth Management
Lake Mary,
Florida
|
-$3.98M |
| 3 |
FIM
Freedom Investment Management
Hartford,
Connecticut
|
-$2.39M |
| 4 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$1.94M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$1.38M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
126
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| – | -$1K | -40 | 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.