We are live on ! Find out more
RSPN icon

Invesco S&P 500 Equal Weight Industrials ETF

58 hedge funds and large institutions have $109M invested in Invesco S&P 500 Equal Weight Industrials ETF in 2019 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 11 increasing their positions, 23 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

373.73% more ownership

Funds ownership: 189.88%563.61% (+374%)

73% more capital invested

Capital invested by funds: $62.8M → $109M (+$45.9M)

9% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 11

0% more funds holding

Funds holding: 5858 (0)

52% less repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 23

Holders
58
Holders Change
Holders Change %
0%
% of All Funds
1.26%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
12
Increased
11
Reduced
23
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GI
1
Gradient Investments
Minnesota
$40.1M +$38.6M +1,668,670 New
NFC
2
Northeast Financial Consultants
Connecticut
$8.63M
EFSCE
3
Enterprise Financial Services Corp (EFSC)
Missouri
$6.3M +$6.06M +261,850 New
Bank of America
4
Bank of America
North Carolina
$6.02M -$1.13M -48,700 -16%
Morgan Stanley
5
Morgan Stanley
New York
$4.45M -$317K -13,715 -7%
Wells Fargo
6
Wells Fargo
California
$4.22M -$317K -13,715 -7%
SAM
7
SignalPoint Asset Management
Missouri
$3.54M -$6.83K -295 -0.2%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$3.48M +$309K +13,375 +10%
Cambridge Investment Research Advisors
9
Cambridge Investment Research Advisors
Iowa
$3.4M +$19.1K +825 +0.6%
Ameriprise
10
Ameriprise
Minnesota
$2.4M -$90.1K -3,895 -4%
UBS Group
11
UBS Group
Switzerland
$2.28M -$284K -12,260 -11%
UCFA
12
United Capital Financial Advisors
Texas
$1.97M +$1.89M +81,800 New
SHA
13
Seneca House Advisors
Virginia
$1.96M -$578 -25 -0%
Susquehanna International Group
14
Susquehanna International Group
Pennsylvania
$1.65M -$3.37M -145,720 -68%
RJA
15
Raymond James & Associates
Florida
$1.64M +$47.1K +2,035 +3%
FF
16
Friedenthal Financial
New Jersey
$1.63M +$97.5K +4,215 +7%
FGAM
17
Financial Gravity Asset Management
Texas
$1.39M +$1.31M +56,505 New
RJFSA
18
Raymond James Financial Services Advisors
Florida
$1.28M -$762K -32,950 -38%
AG
19
Advisor Group
Arizona
$1.23M +$31.8K +1,375 +3%
Lido Advisors
20
Lido Advisors
California
$1.09M +$1.05M +45,450 New
Stifel Financial
21
Stifel Financial
Missouri
$1.06M -$74.6K -3,225 -7%
Jane Street
22
Jane Street
New York
$939K -$1.49M -64,245 -62%
LPL Financial
23
LPL Financial
California
$789K -$39.6K -1,710 -5%
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$764K -$113K -4,895 -13%
JIP
25
Jaffetilchin Investment Partners
Florida
$763K +$56.6K +2,445 +8%

RSPN Hedge Fund Activity: Q1 2019 in Review

58 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Equal Weight Industrials ETF (RSPN) for Q1 2019, worth a combined $109M — up 73% from $62.8M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new RSPN positions and 11 closed out — a net gain of 1 holder — while 11 added to existing stakes and 23 trimmed.

The largest buyer was Gradient Investments, opening a new position worth an estimated $38.6M. The largest seller was Citadel Advisors, exiting entirely with an estimated $3.64M sold.

  • 58 institutional investors held Invesco S&P 500 Equal Weight Industrials ETF (RSPN) as of Q1 2019, unchanged from Q4 2018.
  • Funds reported $109M of Invesco S&P 500 Equal Weight Industrials ETF stock for Q1 2019, up 73% quarter-over-quarter.
  • 12 funds opened new Invesco S&P 500 Equal Weight Industrials ETF positions in Q1 2019 and 11 closed out, a net change of +1 holder.
  • The largest Invesco S&P 500 Equal Weight Industrials ETF buyer in Q1 2019 was Gradient Investments, an estimated $38.6M added.
  • The largest Invesco S&P 500 Equal Weight Industrials ETF seller in Q1 2019 was Citadel Advisors, an estimated $3.64M sold.

Based on aggregated 13F filings for Q1 2019.