We are live on ! Find out more
RSPN icon

Invesco S&P 500 Equal Weight Industrials ETF

136 hedge funds and large institutions have $430M invested in Invesco S&P 500 Equal Weight Industrials ETF in 2024 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 44 increasing their positions, 50 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 6

5% more funds holding

Funds holding: 130136 (+6)

2% more capital invested

Capital invested by funds: $421M → $430M (+$9.15M)

0.79% more ownership

Funds ownership: 65.33%66.12% (+0.79%)

0% more funds holding in top 10

Funds holding in top 10: 66 (0)

12% less repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 50

Holders
136
Holders Change
+6
Holders Change %
+4.62%
% of All Funds
1.79%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.08%
New
15
Increased
44
Reduced
50
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MIH
1
Meitav Investment House
Israel
$45M +$1.86M +35,400 +4%
Bank of America
2
Bank of America
North Carolina
$42.1M -$264K -5,023 -0.6%
AWM
3
Affinity Wealth Management
Delaware
$31.3M -$227K -4,316 -0.7%
KHLMVGHM
4
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet
Israel
$29.7M
Morgan Stanley
5
Morgan Stanley
New York
$19.3M -$71.6K -1,363 -0.4%
LPL Financial
6
LPL Financial
California
$18.9M +$1.26M +23,968 +7%
DIP
7
Davis Investment Partners
North Carolina
$14.7M -$340K -6,469 -2%
NA
8
NewEdge Advisors
Louisiana
$14.2M +$27.8K +529 +0.2%
Goldman Sachs
9
Goldman Sachs
New York
$12.6M
Ameriprise
10
Ameriprise
Minnesota
$11.9M -$268K -5,095 -2%
Wells Fargo
11
Wells Fargo
California
$11.4M -$1.23M -23,437 -9%
KAS
12
Kestra Advisory Services
Texas
$11M -$187K -3,570 -2%
KHLMTHM
13
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet
Israel
$10.5M
UBS Group
14
UBS Group
Switzerland
$8.64M +$607K +11,552 +7%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$8.63M -$120K -2,280 -1%
WAP
16
Wealthcare Advisory Partners
Pennsylvania
$8.52M +$54.1K +1,031 +0.6%
CCM
17
Carmel Capital Management
California
$8.42M -$420K -8,000 -5%
Raymond James Financial
18
Raymond James Financial
Florida
$7.77M +$8.13M +154,786 New
Osaic Holdings
19
Osaic Holdings
Arizona
$7.24M +$2.73M +51,902 +56%
Wealth Enhancement Advisory Services
20
Wealth Enhancement Advisory Services
Minnesota
$6.83M -$123K -2,349 -2%
SWP
21
Strategic Wealth Partners
Ohio
$6.4M +$6.5M +123,854 New
TM
22
TigerOak Management
New Mexico
$6.04M +$6.31M +120,235 New
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$4.9M -$768K -14,623 -13%
TA
24
TKG Advisors
Indiana
$4.21M +$66.4K +1,265 +2%
SAM
25
SignalPoint Asset Management
Missouri
$3.34M -$127K -2,423 -4%

RSPN Hedge Fund Activity: Q4 2024 in Review

136 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Equal Weight Industrials ETF (RSPN) for Q4 2024, worth a combined $430M — up 2.2% from $421M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new RSPN positions and 6 closed out — a net gain of 9 holders — while 44 added to existing stakes and 50 trimmed.

The largest buyer was Strategic Wealth Partners, opening a new position worth an estimated $6.5M. The largest seller was Wells Fargo, cutting an estimated $1.23M.

  • 136 institutional investors held Invesco S&P 500 Equal Weight Industrials ETF (RSPN) as of Q4 2024, up from 130 in Q3 2024.
  • Funds reported $430M of Invesco S&P 500 Equal Weight Industrials ETF stock for Q4 2024, up 2.2% quarter-over-quarter.
  • 15 funds opened new Invesco S&P 500 Equal Weight Industrials ETF positions in Q4 2024 and 6 closed out, a net change of +9 holders.
  • The largest Invesco S&P 500 Equal Weight Industrials ETF buyer in Q4 2024 was Strategic Wealth Partners, an estimated $6.5M added.
  • The largest Invesco S&P 500 Equal Weight Industrials ETF seller in Q4 2024 was Wells Fargo, an estimated $1.23M sold.

Based on aggregated 13F filings for Q4 2024.