Invesco S&P 500 Equal Weight Industrials ETF
RSPN
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.
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: 119 → 121 (+2)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
292.66% less ownership
Funds ownership: 351.86% → 59.21% (-293%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$17.6M |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
+$5.74M |
| 3 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
+$5.59M |
| 4 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$4.77M |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$4.45M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
DIP
Davis Investment Partners
Charlotte,
North Carolina
|
-$54.1M |
| 2 |
CW
CreativeOne Wealth
Overland Park,
Kansas
|
-$3.38M |
| 3 |
FTUS
Flow Traders U.S.
New York
|
-$2.26M |
| 4 |
Stifel Financial
St. Louis,
Missouri
|
-$1.76M |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$1.38M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
126
Citadel Advisors
Miami,
Florida
| – | -$882K | -21,555 | Closed |
|
|
AWS
127
Atria Wealth Solutions
New York
| – | -$439K | -10,725 | Closed |
|
|
AWA
128
Arkadios Wealth Advisors
Atlanta,
Georgia
| – | -$257K | -6,270 | Closed |
|
|
DT
129
Diversified Trust
Memphis,
Tennessee
| – | -$210K | -5,125 | Closed |
|
130
Mariner
Overland Park,
Kansas
| – | -$207K | -5,055 | Closed |
|
|
AP
131
Advisors Preferred
Rockville,
Maryland
| – | -$179K | -4,385 | Closed |
|
|
KM
132
Kalos Management
Alpharetta,
Georgia
| – | -$60.3K | -1,475 | Closed |
|
|
AT
133
Avalon Trust
Santa Fe,
New Mexico
| – | -$17.6K | -430 | Closed |
|
|
AC
134
AlphaCore Capital
La Jolla,
California
| – | -$7.98K | -195 | 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.