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Invesco S&P 500 Equal Weight Industrials ETF
RSPN

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: 121 → 132 (+11)

5.04% more ownership

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

33% less funds holding in top 10

Funds holding in top 10: 3 → 2 (-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
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$28.6M
2
MIH
Meitav Investment House
Israel
+$7.75M
3
KHLMVGHM
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet
Israel
+$5.73M
4
AWM
Affinity Wealth Management
Delaware
+$4.5M
5
Ameriprise
Ameriprise
Minnesota
+$3.65M

Top Sellers

Rank Fund Capital Flow
1
Osaic Holdings
Osaic Holdings
Arizona
-$4.61M
2
NMG
New Millennium Group
Utah
-$3.51M
3
AWM
AE Wealth Management
Kansas
-$3.15M
4
Wells Fargo
Wells Fargo
California
-$2.82M
5
IGWM
ICA Group Wealth Management
Colorado
-$1.92M
Name Holding Trade Value Shares
Change 		Change in
Stake
IA
126
IFP Advisors
Florida
$5.43K +$4.98K +126 New
AAMA
127
Advanced Asset Management Advisors
Ohio
$4.74K – – –
CIA
128
Cape Investment Advisory
Georgia
$3.66K – – –
AC
129
AlphaCore Capital
California
$2.8K +$2.57K +65 New
CFGS
130
Concourse Financial Group Securities
Alabama
$2.24K – – –
HGA
131
Hobbs Group Advisors
South Carolina
$2.03K +$1.86K +47 New
GWSG
132
GPS Wealth Strategies Group
Colorado
$1.94K – – –
ACA
133
Aptus Capital Advisors
Alabama
$1.21K – – –
AWM
134
Abound Wealth Management
Tennessee
$690 +$632 +16 New
BAAM
135
Baker Avenue Asset Management
California
– -$1.27M -33,225 Closed
FSA
136
Financial Services Advisory
Maryland
– -$784K -20,480 Closed
FTUS
137
Flow Traders U.S.
New York
– -$358K -9,342 Closed
FSWA
138
Financial Synergies Wealth Advisors
Texas
– -$8.65K -226 Closed
AWM
139
Avior Wealth Management
Nebraska
– -$6.7K -175 Closed
CWC
140
Carolinas Wealth Consulting
North Carolina
– -$3.5K -95 Closed
CAL
141
Capital Analysts LLC
Pennsylvania
– -$3K -85 Closed
2 3 4 5
6

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.