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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
Bank of America
1
Bank of America
North Carolina
$46.1M -$2.08M -46,772 -5%
MIH
2
Meitav Investment House
Israel
$45.5M +$271K +6,090 +0.6%
KHLMVGHM
3
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet
Israel
$28.2M
Goldman Sachs
4
Goldman Sachs
New York
$26.2M +$17.8M +400,000 +267%
Morgan Stanley
5
Morgan Stanley
New York
$26.1M -$46.1M -1,035,511 -65%
AWM
6
Affinity Wealth Management
Delaware
$25.4M +$233K +5,244 +1%
LPL Financial
7
LPL Financial
California
$16.9M +$713K +16,022 +5%
DIP
8
Davis Investment Partners
North Carolina
$15.6M +$112K +2,506 +0.8%
RJFSA
9
Raymond James Financial Services Advisors
Florida
$13.9M +$1.44M +32,437 +13%
Wells Fargo
10
Wells Fargo
California
$13.7M +$90.5K +2,033 +0.7%
Ameriprise
11
Ameriprise
Minnesota
$11M -$950K -21,349 -8%
KHLMTHM
12
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet
Israel
$9.99M
CCM
13
Carmel Capital Management
California
$8.5M +$16.7K +375 +0.2%
KAS
14
Kestra Advisory Services
Texas
$8.42M +$286K +6,419 +4%
Osaic Holdings
15
Osaic Holdings
Arizona
$8.06M +$482K +10,819 +7%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$7.95M -$648K -14,557 -8%
WAP
17
Wealthcare Advisory Partners
Pennsylvania
$7.87M -$17.1K -385 -0.2%
JP Morgan Chase
18
JP Morgan Chase
New York
$7.42M +$6.9M +155,108 +47,002%
Wealth Enhancement Advisory Services
19
Wealth Enhancement Advisory Services
Minnesota
$6.89M +$309K +6,938 +5%
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
$6.83M +$369K +8,280 +6%
UBS Group
21
UBS Group
Switzerland
$6.14M +$2.25M +50,630 +65%
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$4.28M +$2.76M +62,097 +225%
PCH
23
PGIM Custom Harvest
New Jersey
$3.58M -$377K -8,480 -10%
SAM
24
SignalPoint Asset Management
Missouri
$3.45M -$23.6K -530 -0.7%
TA
25
TKG Advisors
Indiana
$3.41M +$59.6K +1,340 +2%

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.