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Invesco S&P 500 Equal Weight Industrials ETF

136 hedge funds and large institutions have $433M invested in Invesco S&P 500 Equal Weight Industrials ETF in 2024 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 54 increasing their positions, 39 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more funds holding in top 10

Funds holding in top 10: 25 (+3)

42% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 12

38% more repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 39

3% more funds holding

Funds holding: 132136 (+4)

5% more capital invested

Capital invested by funds: $413M → $433M (+$20.6M)

3.03% less ownership

Funds ownership: 64.25%61.22% (-3%)

Holders
136
Holders Change
+4
Holders Change %
+3.03%
% of All Funds
1.96%
Holding in Top 10
5
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+150%
% of All Funds
0.07%
New
17
Increased
54
Reduced
39
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KFS
126
Kelly Financial Services
Massachusetts
$13.3K -$4.85K -109 -28%
US Bancorp
127
US Bancorp
Minnesota
$12.6K
FSWA
128
Financial Synergies Wealth Advisors
Texas
$10.8K +$10.1K +227 New
Citigroup
129
Citigroup
New York
$9.54K -$45 -1 -0.5%
PA
130
Parallel Advisors
California
$8.35K
CT
131
Clearstead Trust
Maine
$6.2K
UIA
132
Ulland Investment Advisors
Minnesota
$6K +$5.25K +118 New
AAMA
133
Advanced Asset Management Advisors
Ohio
$5.25K
CIA
134
Cape Investment Advisory
Georgia
$4.05K
CFGS
135
Concourse Financial Group Securities
Alabama
$2.48K
GWSG
136
GPS Wealth Strategies Group
Colorado
$2.39K +$223 +5 +11%
ACA
137
Aptus Capital Advisors
Alabama
$1.34K
OAM
138
Oppenheimer Asset Management
New York
-$5.88M -136,437 Closed
AWM
139
AE Wealth Management
Kansas
-$1.54M -35,718 Closed
FA
140
FDx Advisors
Illinois
-$551K -12,791 Closed
Citadel Advisors
141
Citadel Advisors
Florida
-$506K -11,748 Closed
CAN
142
Cetera Advisor Networks
California
-$242K -5,608 Closed
TRCT
143
Tower Research Capital (TRC)
New York
-$194K -4,494 Closed
PNC Financial Services Group
144
PNC Financial Services Group
Pennsylvania
-$36.9K -857 Closed
NMG
145
New Millennium Group
Utah
-$10.8K -252 Closed
GI
146
Gradient Investments
Minnesota
-$10.8K -251 Closed
IA
147
IFP Advisors
Florida
-$5.43K -126 Closed
AC
148
AlphaCore Capital
California
-$2.8K -65 Closed
AWM
149
Abound Wealth Management
Tennessee
-$690 -16 Closed

RSPN Hedge Fund Activity: Q1 2024 in Review

136 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Equal Weight Industrials ETF (RSPN) for Q1 2024, worth a combined $433M — up 5% from $413M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new RSPN positions and 12 closed out — a net gain of 5 holders — while 54 added to existing stakes and 39 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $17.8M. The largest seller was Morgan Stanley, cutting an estimated $46.1M.

  • 136 institutional investors held Invesco S&P 500 Equal Weight Industrials ETF (RSPN) as of Q1 2024, up from 132 in Q4 2023.
  • Funds reported $433M of Invesco S&P 500 Equal Weight Industrials ETF stock for Q1 2024, up 5% quarter-over-quarter.
  • 17 funds opened new Invesco S&P 500 Equal Weight Industrials ETF positions in Q1 2024 and 12 closed out, a net change of +5 holders.
  • The largest Invesco S&P 500 Equal Weight Industrials ETF buyer in Q1 2024 was Goldman Sachs, an estimated $17.8M added.
  • The largest Invesco S&P 500 Equal Weight Industrials ETF seller in Q1 2024 was Morgan Stanley, an estimated $46.1M sold.

Based on aggregated 13F filings for Q1 2024.