RSPN Institutional Ownership
Invesco S&P 500 Equal Weight Industrials ETF
1W: -0.2%
1M: -2.7%
3M: -8.5%
YTD: +2.5%
1Y: +5.1%
3Y: +57.0%
5Y: +62.7%
$58.83
+0.39 (+0.67%)
Weekly Expected Move ±1.7%
$57
$58
$59
$60
$61
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — RSPN
184
Institutional Holders
+15 vs prior quarter
0.0%
Ownership
+0.00pp
906M
Total Invested
27
New Positions
54
Increased
66
Reduced
15
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (194 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | JPMORGAN CHASE & CO | 3,317,862 | $195M | +3,315,578 | +145165.4% | 12Q | SEC ↗ |
| 2 | GOLDMAN SACHS GROUP INC | 1,963,284 | $115M | +587,463 | +42.7% | 15Q | SEC ↗ |
| 3 | BANK OF AMERICA CORP /DE | 1,079,727 | $64M | +106,437 | +10.9% | 15Q | SEC ↗ |
| 4 | AFFINITY WEALTH MANAGEMENT LLC | 629,151 | $37M | -920 | -0.1% | 14Q | SEC ↗ |
| 5 | MEITAV INVESTMENT HOUSE LTD | 596,431 | $35M | — | +0.0% | 13Q | SEC ↗ |
| 6 | Annex Advisory Services, LLC NEW | 528,466 | $31M | — | +0.0% | 1Q | SEC ↗ |
| 7 | MORGAN STANLEY | 505,243 | $30M | +19,524 | +4.0% | 33Q | SEC ↗ |
| 8 | Kranot Hishtalmut Le Morim Ve Gananot | 430,937 | $25M | — | +0.0% | 13Q | SEC ↗ |
| 9 | LPL Financial LLC | 375,853 | $22M | +11,324 | +3.1% | 33Q | SEC ↗ |
| 10 | AMERIPRISE FINANCIAL INC | 328,052 | $19M | +9,545 | +3.0% | 16Q | SEC ↗ |
| 11 | ROYAL BANK OF CANADA | 318,668 | $19M | -151,278 | -32.2% | 33Q | SEC ↗ |
| 12 | Davis Investment Partners, LLC | 270,403 | $16M | -216 | -0.1% | 15Q | SEC ↗ |
| 13 | WELLS FARGO & COMPANY/MN | 247,284 | $15M | -52,204 | -17.4% | 33Q | SEC ↗ |
| 14 | RAYMOND JAMES FINANCIAL INC | 244,788 | $14M | -19,551 | -7.4% | 7Q | SEC ↗ |
| 15 | Wealthcare Advisory Partners LLC | 175,887 | $10M | +2,257 | +1.3% | 18Q | SEC ↗ |
| 16 | NewEdge Advisors, LLC | 175,472 | $10M | +1,848 | +1.1% | 10Q | SEC ↗ |
| 17 | Carmel Capital Management L.L.C. | 173,445 | $10M | +1,225 | +0.7% | 19Q | SEC ↗ |
| 18 | Strategic Wealth Partners, Ltd. | 162,003 | $10M | +3,318 | +2.1% | 5Q | SEC ↗ |
| 19 | Kranot Hishtalmut Le Morim Tichoniim H | 154,563 | $9M | — | +0.0% | 13Q | SEC ↗ |
| 20 | UBS Group AG | 141,607 | $8M | +3,390 | +2.5% | 33Q | SEC ↗ |
| 21 | Bank of New York Mellon Corp | 134,457 | $8M | -114,243 | -45.9% | 2Q | SEC ↗ |
| 22 | TigerOak Management, L.L.C. | 110,743 | $7M | -2,462 | -2.2% | 7Q | SEC ↗ |
| 23 | ENVESTNET ASSET MANAGEMENT INC | 102,046 | $6M | -19,972 | -16.4% | 32Q | SEC ↗ |
| 24 | Cetera Investment Advisers | 86,312 | $5M | -9,984 | -10.4% | 10Q | SEC ↗ |
| 25 | Blue Chip Partners, LLC | 83,176 | $5M | +68,895 | +482.4% | 2Q | SEC ↗ |
| 26 | Kestra Advisory Services, LLC | 75,233 | $4M | -16,155 | -17.7% | 23Q | SEC ↗ |
| 27 | TKG Advisors, LLC | 74,188 | $4M | +2,668 | +3.7% | 11Q | SEC ↗ |
| 28 | WEALTH ENHANCEMENT ADVISORY SERVICES, | 67,623 | $4M | -3,813 | -5.3% | 5Q | SEC ↗ |
| 29 | Sage Advisory Services, Ltd.Co. | 66,585 | $4M | -41,584 | -38.4% | 2Q | SEC ↗ |
| 30 | GRAHAM CAPITAL WEALTH MANAGEMENT, LLC | 64,765 | $4M | -7,266 | -10.1% | 3Q | SEC ↗ |
| 31 | Farther Finance Advisors, LLC | 58,826 | $3M | -104 | -0.2% | 6Q | SEC ↗ |
| 32 | Harbor Asset Planning, Inc. | 55,570 | $3M | +28 | +0.1% | 5Q | SEC ↗ |
| 33 | Evernest Financial Advisors, LLC | 55,497 | $3M | +118 | +0.2% | 11Q | SEC ↗ |
| 34 | G&S Capital LLC | 54,724 | $3M | +1,403 | +2.6% | 11Q | SEC ↗ |
| 35 | Joseph P. Lucia & Associates, LLC | 47,088 | $3M | -500 | -1.1% | 30Q | SEC ↗ |
| 36 | Hills Bank & Trust Co | 44,386 | $3M | +3,789 | +9.3% | 3Q | SEC ↗ |
| 37 | Treasure Coast Financial Planning | 41,755 | $2M | +2,012 | +5.1% | 5Q | SEC ↗ |
| 38 | Choice Wealth Advisors LLC | 40,303 | $2M | -90 | -0.2% | 16Q | SEC ↗ |
| 39 | Cambridge Investment Research Advisors | 38,974 | $2M | -3,222 | -7.6% | 33Q | SEC ↗ |
| 40 | OSAIC HOLDINGS, INC. | 38,328 | $2M | -3,352 | -8.0% | 26Q | SEC ↗ |
| 41 | NATIONAL BANK OF CANADA /FI | 37,858 | $2M | +1,731 | +4.8% | 19Q | SEC ↗ |
| 42 | STIFEL FINANCIAL CORP | 37,127 | $2M | +424 | +1.2% | 23Q | SEC ↗ |
| 43 | Equitable Holdings, Inc. | 36,302 | $2M | +1,066 | +3.0% | 21Q | SEC ↗ |
| 44 | JONES FINANCIAL COMPANIES LLLP | 34,823 | $2M | +5,575 | +19.1% | 10Q | SEC ↗ |
| 45 | PGIM Custom Harvest LLC | 32,901 | $2M | -2,677 | -7.5% | 15Q | SEC ↗ |
| 46 | ACCESS FINANCIAL SERVICES, INC. | 30,975 | $2M | -267 | -0.9% | 24Q | SEC ↗ |
| 47 | FDx Advisors, Inc. | 29,959 | $2M | -17,605 | -37.0% | 2Q | SEC ↗ |
| 48 | Global Retirement Partners, LLC NEW | 29,801 | $2M | — | +0.0% | 1Q | SEC ↗ |
| 49 | Friedenthal Financial | 27,621 | $2M | +415 | +1.5% | 27Q | SEC ↗ |
| 50 | Live Oak Investment Partners | 27,285 | $2M | +5,532 | +25.4% | 9Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| Annex Advisory Services, LLC | 528,466 | $31M |
| Global Retirement Partners, LLC | 29,801 | $2M |
| IFG Advisory, LLC | 13,929 | $819K |
| Brown Miller Wealth Management, LLC | 13,023 | $766K |
| Gladstone Institutional Advisory LL | 11,663 | $686K |
| Diversify Advisory Services, LLC | 8,081 | $475K |
| DIVERSIFY WEALTH MANAGEMENT, LLC | 8,081 | $475K |
| Vanguard Capital Wealth Advisors | 7,112 | $418K |
| Simplicity Wealth,LLC | 5,335 | $314K |
| Private Wealth Partners, LLC | 4,250 | $250K |
| HCR Wealth Advisors | 3,400 | $200K |
| Pacific Sun Financial Corp | 3,360 | $198K |
| Brookstone Capital Management | 3,335 | $196K |
| Williams & Novak, LLC | 3,250 | $191K |
| MRA Advisory Group | 3,233 | $190K |
| Firestone Capital Management | 3,189 | $188K |
| Tower Research Capital LLC (TRC) | 1,858 | $109K |
| Integrated Wealth Concepts LLC | 1,165 | $69K |
| Spectrum Wealth Advisory Group, LLC | 638 | $38K |
| Glassman Wealth Services | 494 | $29K |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| BNP PARIBAS FINANCIAL MARKETS | 50,000 | $3M |
| Comprehensive Wealth Management, LL | 45,547 | $3M |
| IHT Wealth Management, LLC | 42,840 | $3M |
| SYKON CAPITAL LLC | 24,150 | $1M |
| FSA WEALTH PARTNERS, INC. | 14,572 | $857K |
| RFP Financial Group LLC | 14,352 | $844K |
| CITADEL ADVISORS LLC | 9,134 | $537K |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | 8,739 | $514K |
| Advisory Alpha, LLC | 7,256 | $427K |
| AXXCESS WEALTH MANAGEMENT, LLC | 6,852 | $403K |
| OneDigital Investment Advisors LLC | 5,355 | $315K |
| One Charles Private Wealth Services | 5,281 | $311K |
| Calamos Advisors LLC | 4,387 | $258K |
| Quantinno Capital Management LP | 4,131 | $243K |
| RFG Advisory, LLC | 3,745 | $220K |
| Sound Income Strategies, LLC | 1,738 | $102K |
| Qube Research & Technologies Ltd | 526 | $31K |
| IFC & Insurance Marketing, Inc. | 450 | $26K |
| Advisory Services Network, LLC | 164 | $10K |
| KM Capital Management Ltd. | 132 | $8K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| JPMORGAN CHASE & CO | +3,315,578 | +145165.4% | 3,317,862 |
| GOLDMAN SACHS GROUP INC | +587,463 | +42.7% | 1,963,284 |
| BANK OF AMERICA CORP /DE | +106,437 | +10.9% | 1,079,727 |
| Blue Chip Partners, LLC | +68,895 | +482.4% | 83,176 |
| MORGAN STANLEY | +19,524 | +4.0% | 505,243 |
| LPL Financial LLC | +11,324 | +3.1% | 375,853 |
| AMERIPRISE FINANCIAL INC | +9,545 | +3.0% | 328,052 |
| Orion Porfolio Solutions, LLC | +5,917 | +43.4% | 19,566 |
| JONES FINANCIAL COMPANIES LLLP | +5,575 | +19.1% | 34,823 |
| Live Oak Investment Partners | +5,532 | +25.4% | 27,285 |
| Hills Bank & Trust Co | +3,789 | +9.3% | 44,386 |
| UBS Group AG | +3,390 | +2.5% | 141,607 |
| Strategic Wealth Partners, Ltd. | +3,318 | +2.1% | 162,003 |
| TKG Advisors, LLC | +2,668 | +3.7% | 74,188 |
| Wealthcare Advisory Partners LLC | +2,257 | +1.3% | 175,887 |
| Rockefeller Capital Management L.P. | +2,207 | +52.7% | 6,392 |
| Treasure Coast Financial Planning | +2,012 | +5.1% | 41,755 |
| Ausdal Financial Partners, Inc. | +2,002 | +54.4% | 5,679 |
| NewEdge Advisors, LLC | +1,848 | +1.1% | 175,472 |
| NATIONAL BANK OF CANADA /FI | +1,731 | +4.8% | 37,858 |