Invesco ESG S&P 500 Equal Weight ETF
RSPE
13 hedge funds and large institutions have $5.61M invested in Invesco ESG S&P 500 Equal Weight ETF in 2023 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 3 increasing their positions, 4 reducing their positions, and 1 closing their positions.
100% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 1
8% more funds holding
Funds holding: 12 → 13 (+1)
15.39% less ownership
Funds ownership: 67% → 51.61% (-15%)
25% less repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 4
34% less capital invested
Capital invested by funds: $8.48M → $5.61M (-$2.87M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HCA
Heck Capital Advisors
Rhinelander,
Wisconsin
|
+$618K |
| 2 |
NYLIM
New York Life Investment Management
New York
|
+$268K |
| 3 |
National Bank of Canada
Montreal,
Quebec, Canada
|
+$74.1K |
| 4 |
William Blair & Company
Chicago,
Illinois
|
+$55.4K |
| 5 |
AO
Advisor OS
Chicago,
Illinois
|
+$5.8K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SA
Stewardship Advisors
Mount Joy,
Pennsylvania
|
-$2.39M |
| 2 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$807K |
| 3 |
TRCT
Tower Research Capital (TRC)
New York
|
-$325K |
| 4 |
N
Natixis
Paris,
France
|
-$29.8K |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$2.3K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SA
1
Stewardship Advisors
Mount Joy,
Pennsylvania
| $2.71M | -$2.39M | -104,242 | -46% |
|
|
HCA
2
Heck Capital Advisors
Rhinelander,
Wisconsin
| $587K | +$618K | +26,952 | New |
|
|
NYLIM
3
New York Life Investment Management
New York
| $552K | +$268K | +11,688 | +86% |
|
|
N
4
Natixis
Paris,
France
| $445K | -$29.8K | -1,301 | -6% |
|
|
5
Commonwealth Equity Services
Waltham,
Massachusetts
| $422K | -$807K | -35,190 | -65% |
|
|
6
National Bank of Canada
Montreal,
Quebec, Canada
| $217K | +$74.1K | +3,229 | +46% |
|
|
MA
7
MJP Associates
Farmington,
Connecticut
| $217K | – | – | – |
|
|
AO
8
Advisor OS
Chicago,
Illinois
| $217K | +$5.8K | +253 | +3% |
|
9
Osaic Holdings
Scottsdale,
Arizona
| $155K | – | – | – |
|
|
10
William Blair & Company
Chicago,
Illinois
| $52.6K | +$55.4K | +2,416 | New |
|
|
TRCT
11
Tower Research Capital (TRC)
New York
| $17.7K | -$325K | -14,158 | -95% |
|
12
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| $17K | – | – | – |
|
|
MIA
13
Milestone Investment Advisors
Middleton,
Wisconsin
| $1.89K | – | – | – |
|
|
14
UBS Group
Zurich,
Switzerland
| – | -$2.3K | -100 | Closed |
|
RSPE Hedge Fund Activity: Q3 2023 in Review
13 of the 6,302 institutional investors tracked by Wall St. Rank reported a position in Invesco ESG S&P 500 Equal Weight ETF (RSPE) for Q3 2023, worth a combined $5.61M — down 34% from $8.48M a quarter earlier.
Buyers outnumbered sellers: 2 funds opened new RSPE positions and 1 closed out — a net gain of 1 holder — while 3 added to existing stakes and 4 trimmed.
The largest buyer was Heck Capital Advisors, opening a new position worth an estimated $618K. The largest seller was Stewardship Advisors, cutting an estimated $2.39M.
- 13 institutional investors held Invesco ESG S&P 500 Equal Weight ETF (RSPE) as of Q3 2023, up from 12 in Q2 2023.
- Funds reported $5.61M of Invesco ESG S&P 500 Equal Weight ETF stock for Q3 2023, down 34% quarter-over-quarter.
- 2 funds opened new Invesco ESG S&P 500 Equal Weight ETF positions in Q3 2023 and 1 closed out, a net change of +1 holder.
- The largest Invesco ESG S&P 500 Equal Weight ETF buyer in Q3 2023 was Heck Capital Advisors, an estimated $618K added.
- The largest Invesco ESG S&P 500 Equal Weight ETF seller in Q3 2023 was Stewardship Advisors, an estimated $2.39M sold.
Based on aggregated 13F filings for Q3 2023.