We are live on ! Find out more
RSPN icon

Invesco S&P 500 Equal Weight Industrials ETF

56 hedge funds and large institutions have $166M invested in Invesco S&P 500 Equal Weight Industrials ETF in 2020 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 17 increasing their positions, 15 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

71% more capital invested

Capital invested by funds: $97.4M → $166M (+$69M)

29% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 7

13% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 15

4% more funds holding

Funds holding: 5456 (+2)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

20.47% less ownership

Funds ownership: 277.65%257.19% (-20%)

Holders
56
Holders Change
+2
Holders Change %
+3.7%
% of All Funds
1.13%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
9
Increased
17
Reduced
15
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$56.7M +$44.7M +1,704,965 +427%
GI
2
Gradient Investments
Minnesota
$47.8M -$593K -22,610 -1%
RJFSA
3
Raymond James Financial Services Advisors
Florida
$6.02M +$5.25M +200,125 +863%
OAM
4
Oppenheimer Asset Management
New York
$5.93M +$5.78M +220,140 New
Morgan Stanley
5
Morgan Stanley
New York
$5.41M +$1.94M +74,080 +58%
Cambridge Investment Research Advisors
6
Cambridge Investment Research Advisors
Iowa
$3.85M +$924K +35,210 +33%
Wells Fargo
7
Wells Fargo
California
$3.39M -$162K -6,180 -5%
SAM
8
SignalPoint Asset Management
Missouri
$3.3M -$428K -16,320 -12%
RJA
9
Raymond James & Associates
Florida
$3.02M -$641K -24,435 -18%
EFSCE
10
Enterprise Financial Services Corp (EFSC)
Missouri
$2.85M -$186K -7,090 -6%
UBS Group
11
UBS Group
Switzerland
$2.81M +$169K +6,450 +7%
UCFA
12
United Capital Financial Advisors
Texas
$2.44M +$32.8K +1,250 +1%
Ameriprise
13
Ameriprise
Minnesota
$2.36M +$148K +5,640 +7%
LPL Financial
14
LPL Financial
California
$2.35M +$501K +19,080 +28%
IMC Chicago
15
IMC Chicago
Illinois
$2.35M -$3.51M -133,970 -61%
Susquehanna International Group
16
Susquehanna International Group
Pennsylvania
$2.07M +$1.67M +63,820 +493%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$1.99M +$92.1K +3,510 +5%
Goldman Sachs
18
Goldman Sachs
New York
$1.7M
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
$1.31M -$320K -12,215 -20%
FF
20
Friedenthal Financial
New Jersey
$1.27M -$296K -11,300 -19%
CWA
21
Capital Wealth Alliance
Arizona
$845K -$90.4K -3,445 -10%
JPLA
22
Joseph P. Lucia & Associates
New York
$777K +$21K +800 +3%
AFS
23
Access Financial Services
Minnesota
$748K +$728K +27,740 New
JIP
24
Jaffetilchin Investment Partners
Florida
$658K +$641K +24,425 New
TRCT
25
Tower Research Capital (TRC)
New York
$630K -$264K -10,045 -30%

RSPN Hedge Fund Activity: Q3 2020 in Review

56 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Equal Weight Industrials ETF (RSPN) for Q3 2020, worth a combined $166M — up 71% from $97.4M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new RSPN positions and 7 closed out — a net gain of 2 holders — while 17 added to existing stakes and 15 trimmed.

The largest buyer was Bank of America, adding an estimated $44.7M. The largest seller was IMC Chicago, cutting an estimated $3.51M.

  • 56 institutional investors held Invesco S&P 500 Equal Weight Industrials ETF (RSPN) as of Q3 2020, up from 54 in Q2 2020.
  • Funds reported $166M of Invesco S&P 500 Equal Weight Industrials ETF stock for Q3 2020, up 71% quarter-over-quarter.
  • 9 funds opened new Invesco S&P 500 Equal Weight Industrials ETF positions in Q3 2020 and 7 closed out, a net change of +2 holders.
  • The largest Invesco S&P 500 Equal Weight Industrials ETF buyer in Q3 2020 was Bank of America, an estimated $44.7M added.
  • The largest Invesco S&P 500 Equal Weight Industrials ETF seller in Q3 2020 was IMC Chicago, an estimated $3.51M sold.

Based on aggregated 13F filings for Q3 2020.