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Invesco S&P 500 Equal Weight Industrials ETF

138 hedge funds and large institutions have $408M invested in Invesco S&P 500 Equal Weight Industrials ETF in 2024 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 38 increasing their positions, 55 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

36% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 11

7.66% more ownership

Funds ownership: 61.22%68.88% (+7.7%)

1% more funds holding

Funds holding: 136138 (+2)

6% less capital invested

Capital invested by funds: $433M → $408M (-$25.8M)

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

31% less repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 55

Holders
138
Holders Change
+2
Holders Change %
+1.47%
% of All Funds
1.99%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.06%
New
15
Increased
38
Reduced
55
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
US Bancorp
126
US Bancorp
Minnesota
$12K
ATPW
127
Ashton Thomas Private Wealth
Arizona
$10.2K +$10.4K +225 New
RFA
128
Register Financial Advisors
Georgia
$9.08K -$46.2K -1,000 -83%
Citigroup
129
Citigroup
New York
$9.08K
PA
130
Parallel Advisors
California
$7.95K
CT
131
Clearstead Trust
Maine
$5.9K
UIA
132
Ulland Investment Advisors
Minnesota
$5K
CIA
133
Cape Investment Advisory
Georgia
$3.86K
CFGS
134
Concourse Financial Group Securities
Alabama
$2.36K
GWSG
135
GPS Wealth Strategies Group
Colorado
$2.27K
FGAM
136
Financial Gravity Asset Management
Texas
$1.64K -$15K -324 -90%
Carson Wealth (CWM LLC)
137
Carson Wealth (CWM LLC)
Nebraska
$1K -$24.9K -540 -95%
FHC
138
First Heartland Consultants
Missouri
$475 -$14.3K -309 -3%
NMG
139
New Millennium Group
Utah
$272 +$277 +6 New
SFC
140
Strategic Financial Concepts
Texas
$230 +$509K +11,010 New
PFS
141
Prospera Financial Services
Texas
-$1.3M -27,173 Closed
CWM
142
Circle Wealth Management
New Jersey
-$975K -20,429 Closed
BWM
143
BigSur Wealth Management
Florida
-$531K -11,140 Closed
CW
144
CreativeOne Wealth
Kansas
-$522K -10,950 Closed
CBFP
145
Cedar Brook Financial Partners
Ohio
-$413K -8,650 Closed
OMC
146
Old Mission Capital
Illinois
-$370K -7,758 Closed
APA
147
Astoria Portfolio Advisors
New York
-$307K -6,718 Closed
GVAG
148
Great Valley Advisor Group
Delaware
-$310K -6,500 Closed
FSWA
149
Financial Synergies Wealth Advisors
Texas
-$10.8K -227 Closed
AAMA
150
Advanced Asset Management Advisors
Ohio
-$5.25K -110 Closed

RSPN Hedge Fund Activity: Q2 2024 in Review

138 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Equal Weight Industrials ETF (RSPN) for Q2 2024, worth a combined $408M — down 6% from $433M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new RSPN positions and 11 closed out — a net gain of 4 holders — while 38 added to existing stakes and 55 trimmed.

The largest buyer was NewEdge Advisors, adding an estimated $12.8M. The largest seller was Raymond James Financial Services Advisors, cutting an estimated $7.48M.

  • 138 institutional investors held Invesco S&P 500 Equal Weight Industrials ETF (RSPN) as of Q2 2024, up from 136 in Q1 2024.
  • Funds reported $408M of Invesco S&P 500 Equal Weight Industrials ETF stock for Q2 2024, down 6% quarter-over-quarter.
  • 15 funds opened new Invesco S&P 500 Equal Weight Industrials ETF positions in Q2 2024 and 11 closed out, a net change of +4 holders.
  • The largest Invesco S&P 500 Equal Weight Industrials ETF buyer in Q2 2024 was NewEdge Advisors, an estimated $12.8M added.
  • The largest Invesco S&P 500 Equal Weight Industrials ETF seller in Q2 2024 was Raymond James Financial Services Advisors, an estimated $7.48M sold.

Based on aggregated 13F filings for Q2 2024.