Invesco ESG S&P 500 Equal Weight ETF
RSPE
10 hedge funds and large institutions have $6.77M invested in Invesco ESG S&P 500 Equal Weight ETF in 2023 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 3 increasing their positions, 3 reducing their positions, and 1 closing their positions.
300% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 1
43% more funds holding
Funds holding: 7 → 10 (+3)
16% more capital invested
Capital invested by funds: $5.84M → $6.77M (+$934K)
3.51% more ownership
Funds ownership: 59.72% → 63.23% (+3.5%)
0% more repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 3
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SA
Stewardship Advisors
Mount Joy,
Pennsylvania
|
+$1.66M |
| 2 |
MA
MJP Associates
Farmington,
Connecticut
|
+$225K |
| 3 |
AWA
Arete Wealth Advisors
Chicago,
Illinois
|
+$202K |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
+$89.7K |
| 5 |
National Bank of Canada
Montreal,
Quebec, Canada
|
+$64.6K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$968K |
| 2 |
TRCT
Tower Research Capital (TRC)
New York
|
-$237K |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$7.79K |
| 4 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
-$4.72K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SA
1
Stewardship Advisors
Mount Joy,
Pennsylvania
| $5.22M | +$1.66M | +73,985 | +46% |
|
|
TRCT
2
Tower Research Capital (TRC)
New York
| $529K | -$237K | -10,551 | -31% |
|
|
N
3
Natixis
Paris,
France
| $356K | +$37.7K | +1,677 | +12% |
|
|
MA
4
MJP Associates
Farmington,
Connecticut
| $223K | +$225K | +10,013 | New |
|
|
AWA
5
Arete Wealth Advisors
Chicago,
Illinois
| $200K | +$202K | +8,993 | New |
|
|
6
Osaic Holdings
Scottsdale,
Arizona
| $158K | +$89.7K | +3,993 | +128% |
|
|
7
National Bank of Canada
Montreal,
Quebec, Canada
| $63.9K | +$64.6K | +2,875 | New |
|
|
8
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| $18K | -$4.72K | -210 | -21% |
|
|
MIA
9
Milestone Investment Advisors
Middleton,
Wisconsin
| $1.94K | +$1.95K | +87 | New |
|
|
10
Commonwealth Equity Services
Waltham,
Massachusetts
| $267 | -$968K | -43,100 | -78% |
|
|
11
UBS Group
Zurich,
Switzerland
| – | -$7.79K | -359 | Closed |
|
RSPE Hedge Fund Activity: Q1 2023 in Review
10 of the 6,276 institutional investors tracked by Wall St. Rank reported a position in Invesco ESG S&P 500 Equal Weight ETF (RSPE) for Q1 2023, worth a combined $6.77M — up 16% from $5.84M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new RSPE positions and 1 closed out — a net gain of 3 holders — while 3 added to existing stakes and 3 trimmed.
The largest buyer was Stewardship Advisors, adding an estimated $1.66M. The largest seller was Commonwealth Equity Services, cutting an estimated $968K.
- 10 institutional investors held Invesco ESG S&P 500 Equal Weight ETF (RSPE) as of Q1 2023, up from 7 in Q4 2022.
- Funds reported $6.77M of Invesco ESG S&P 500 Equal Weight ETF stock for Q1 2023, up 16% quarter-over-quarter.
- 4 funds opened new Invesco ESG S&P 500 Equal Weight ETF positions in Q1 2023 and 1 closed out, a net change of +3 holders.
- The largest Invesco ESG S&P 500 Equal Weight ETF buyer in Q1 2023 was Stewardship Advisors, an estimated $1.66M added.
- The largest Invesco ESG S&P 500 Equal Weight ETF seller in Q1 2023 was Commonwealth Equity Services, an estimated $968K sold.
Based on aggregated 13F filings for Q1 2023.