We are live on ! Find out more
RSPN icon

Invesco S&P 500 Equal Weight Industrials ETF

23 hedge funds and large institutions have $53.8M invested in Invesco S&P 500 Equal Weight Industrials ETF in 2014 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 12 increasing their positions, 3 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 3

60.3% more ownership

Funds ownership: 193.59%253.89% (+60%)

19% more capital invested

Capital invested by funds: $45.2M → $53.8M (+$8.63M)

15% less funds holding

Funds holding: 2723 (-4)

67% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 6

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
23
Holders Change
-4
Holders Change %
-14.81%
% of All Funds
0.67%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
2
Increased
12
Reduced
3
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WSTAM
1
Wilbanks Smith & Thomas Asset Management
Virginia
$15.9M +$15.8M +918,810 +5,841%
LPL Financial
2
LPL Financial
California
$15.3M +$566K +32,845 +4%
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$7.05M +$2.55M +148,215 +56%
Bank of America
4
Bank of America
North Carolina
$4.11M +$405K +23,510 +11%
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$2.67M +$326K +18,930 +14%
Morgan Stanley
6
Morgan Stanley
New York
$2.14M +$294K +17,075 +16%
RJA
7
Raymond James & Associates
Florida
$1.48M +$113K +6,545 +8%
PAG
8
Pinnacle Advisory Group
Maryland
$737K -$25K -1,450 -3%
U
9
UBS
Switzerland
$717K -$162K -9,435 -18%
JP Morgan Chase
10
JP Morgan Chase
New York
$542K +$3.36K +195 +0.6%
Stifel Financial
11
Stifel Financial
Missouri
$537K +$109K +6,325 +25%
PMG
12
ProVise Management Group
Florida
$420K +$43.5K +2,525 +11%
SG Americas Securities
13
SG Americas Securities
New York
$399K +$403K +23,405 New
SI
14
SII Investments
Wisconsin
$381K +$86 +5 +0%
Barclays
15
Barclays
United Kingdom
$334K +$337K +19,600 New
CWM
16
Concert Wealth Management
California
$321K +$6.11K +355 +2%
SG
17
Somerset Group
Minnesota
$310K
FANJ
18
Financial Architects (New Jersey)
New Jersey
$171K
Wells Fargo
19
Wells Fargo
California
$150K -$1.46K -85 -1%
PTC
20
Private Trust Company
Ohio
$49K
Deutsche Bank
21
Deutsche Bank
Germany
$21K
Ameriprise
22
Ameriprise
Minnesota
$9K
AIG
23
American International Group
New York
$4.26K
DS
24
DRW Securities
Illinois
-$8.64M -500,000 Closed
Jane Street
25
Jane Street
New York
-$1.12M -64,685 Closed

RSPN Hedge Fund Activity: Q3 2014 in Review

23 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Equal Weight Industrials ETF (RSPN) for Q3 2014, worth a combined $53.8M — up 19% from $45.2M a quarter earlier.

Sellers outnumbered buyers: 6 funds closed out of RSPN and 2 opened new positions — a net loss of 4 holders — while 3 trimmed existing stakes and 12 added.

The largest buyer was Wilbanks Smith & Thomas Asset Management, adding an estimated $15.8M. The largest seller was DRW Securities, exiting entirely with an estimated $8.64M sold.

  • 23 institutional investors held Invesco S&P 500 Equal Weight Industrials ETF (RSPN) as of Q3 2014, down from 27 in Q2 2014.
  • Funds reported $53.8M of Invesco S&P 500 Equal Weight Industrials ETF stock for Q3 2014, up 19% quarter-over-quarter.
  • 2 funds opened new Invesco S&P 500 Equal Weight Industrials ETF positions in Q3 2014 and 6 closed out, a net change of -4 holders.
  • The largest Invesco S&P 500 Equal Weight Industrials ETF buyer in Q3 2014 was Wilbanks Smith & Thomas Asset Management, an estimated $15.8M added.
  • The largest Invesco S&P 500 Equal Weight Industrials ETF seller in Q3 2014 was DRW Securities, an estimated $8.64M sold.

Based on aggregated 13F filings for Q3 2014.