RSPG icon

Invesco S&P 500 Equal Weight Energy ETF
RSPG

Overview Fund Activity

67 hedge funds and large institutions have $157M invested in Invesco S&P 500 Equal Weight Energy ETF in 2018 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 18 increasing their positions, 15 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
67
Holders Change
+13
Holders Change %
+24.07%
% of All Funds
1.54%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
25
Increased
18
Reduced
15
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
WSTAM
1
Wilbanks Smith & Thomas Asset Management
Virginia
$48.4M
2
Morgan Stanley
2
Morgan Stanley
New York
$6.71M
3
SBL
3
Sargent Bickham Lagudis
Colorado
$2.82M
4
Ameriprise
4
Ameriprise
Minnesota
$5.27M
5
HighTower Advisors
5
HighTower Advisors
Illinois
$1.36M

Top Sellers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$32.5M
2
TCM
2
Tradewinds Capital Management
Washington
$26K
3
Jane Street
3
Jane Street
New York
$0
4
AA
4
Ancora Advisors
Ohio
$0
5
Citadel Advisors
5
Citadel Advisors
Florida
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
GAM
26
Garrison Asset Management
Arkansas
$862K +$862K +13,809 New
AFS
27
Access Financial Services
Minnesota
$811K -$814K -13,052 -50%
Commonwealth Equity Services
28
Commonwealth Equity Services
Massachusetts
$791K +$137K +2,191 +21%
LPL Financial
29
LPL Financial
California
$525K +$119K +1,910 +29%
GI
30
Gradient Investments
Minnesota
$489K +$84.1K +1,348 +21%
LFS
31
Legacy Financial Strategies
Kansas
$457K +$457K +7,323 New
Janney Montgomery Scott
32
Janney Montgomery Scott
Pennsylvania
$367K +$367K +5,884 New
VIM
33
Vista Investment Management
Pennsylvania
$333K +$17.1K +275 +5%
DCM
34
Donaldson Capital Management
Indiana
$325K +$325K +5,209 New
KSA
35
Ken Stern & Associates
California
$292K +$292K +4,673 New
MML Investors Services
36
MML Investors Services
Massachusetts
$280K -$77.9K -1,248 -22%
CAM
37
Concorde Asset Management
Michigan
$265K +$265K +4,247 New
AG
38
Advisor Group
Arizona
$261K – – –
BCM
39
Breiter Capital Management
Florida
$254K +$254K +4,079 New
ACM
40
Avalon Capital Management
California
$225K +$225K +3,599 New
CA
41
Cetera Advisors
Colorado
$203K +$203K +3,308 New
AWA
42
Acorn Wealth Advisors
Michigan
$105K -$1.91K -31 -2%
EA
43
Edge Advisors
Georgia
$72K – – –
SWM
44
SeaCrest Wealth Management
New York
$72K – – –
FGAM
45
Financial Gravity Asset Management
Texas
$67K -$7.88K -128 -11%
FWM
46
Focused Wealth Management
New York
$64K +$64K +1,028 New
AA
47
Apriem Advisors
California
$62K +$62K +1,000 New
APA
48
American Portfolios Advisors
New York
$61K +$1.12K +18 +2%
SEI Investments
49
SEI Investments
Pennsylvania
$59K -$5.01K -80 -8%
GRP
50
Global Retirement Partners
California
$44K -$1.95K -31 -4%
1
2
3 4