Invesco ESG S&P 500 Equal Weight ETF
RSPE
12 hedge funds and large institutions have $8.48M invested in Invesco ESG S&P 500 Equal Weight ETF in 2023 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 3 increasing their positions, 3 reducing their positions, and 1 closing their positions.
200% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 1
25% more capital invested
Capital invested by funds: $6.77M → $8.48M (+$1.71M)
20% more funds holding
Funds holding: 10 → 12 (+2)
3.77% more ownership
Funds ownership: 63.23% → 67% (+3.8%)
0% more repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 3
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$944K |
| 2 |
NYLIM
New York Life Investment Management
New York
|
+$303K |
| 3 |
AO
Advisor OS
Chicago,
Illinois
|
+$216K |
| 4 |
N
Natixis
Paris,
France
|
+$124K |
| 5 |
National Bank of Canada
Montreal,
Quebec, Canada
|
+$91K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWA
Arete Wealth Advisors
Chicago,
Illinois
|
-$200K |
| 2 |
TRCT
Tower Research Capital (TRC)
New York
|
-$195K |
| 3 |
SA
Stewardship Advisors
Mount Joy,
Pennsylvania
|
-$123K |
| 4 |
MA
MJP Associates
Farmington,
Connecticut
|
-$999 |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SA
1
Stewardship Advisors
Mount Joy,
Pennsylvania
| $5.27M | -$123K | -5,522 | -2% |
|
|
2
Commonwealth Equity Services
Waltham,
Massachusetts
| $1.26M | +$944K | +42,534 | +354% |
|
|
N
3
Natixis
Paris,
France
| $499K | +$124K | +5,578 | +35% |
|
|
TRCT
4
Tower Research Capital (TRC)
New York
| $345K | -$195K | -8,777 | -37% |
|
|
NYLIM
5
New York Life Investment Management
New York
| $315K | +$303K | +13,665 | New |
|
|
MA
6
MJP Associates
Farmington,
Connecticut
| $229K | -$999 | -45 | -0.4% |
|
|
AO
7
Advisor OS
Chicago,
Illinois
| $224K | +$216K | +9,715 | New |
|
8
Osaic Holdings
Scottsdale,
Arizona
| $164K | – | – | – |
|
|
9
National Bank of Canada
Montreal,
Quebec, Canada
| $160K | +$91K | +4,100 | +143% |
|
10
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| $18K | – | – | – |
|
11
UBS Group
Zurich,
Switzerland
| $2.3K | +$2.22K | +100 | New |
|
|
MIA
12
Milestone Investment Advisors
Middleton,
Wisconsin
| $2K | – | – | – |
|
|
AWA
13
Arete Wealth Advisors
Chicago,
Illinois
| – | -$200K | -8,993 | Closed |
|
RSPE Hedge Fund Activity: Q2 2023 in Review
12 of the 6,370 institutional investors tracked by Wall St. Rank reported a position in Invesco ESG S&P 500 Equal Weight ETF (RSPE) for Q2 2023, worth a combined $8.48M — up 25% from $6.77M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new RSPE positions and 1 closed out — a net gain of 2 holders — while 3 added to existing stakes and 3 trimmed.
The largest buyer was Commonwealth Equity Services, adding an estimated $944K. The largest seller was Arete Wealth Advisors, exiting entirely with an estimated $200K sold.
- 12 institutional investors held Invesco ESG S&P 500 Equal Weight ETF (RSPE) as of Q2 2023, up from 10 in Q1 2023.
- Funds reported $8.48M of Invesco ESG S&P 500 Equal Weight ETF stock for Q2 2023, up 25% quarter-over-quarter.
- 3 funds opened new Invesco ESG S&P 500 Equal Weight ETF positions in Q2 2023 and 1 closed out, a net change of +2 holders.
- The largest Invesco ESG S&P 500 Equal Weight ETF buyer in Q2 2023 was Commonwealth Equity Services, an estimated $944K added.
- The largest Invesco ESG S&P 500 Equal Weight ETF seller in Q2 2023 was Arete Wealth Advisors, an estimated $200K sold.
Based on aggregated 13F filings for Q2 2023.