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Invesco S&P 500 Equal Weight Energy ETF

59 hedge funds and large institutions have $75.4M invested in Invesco S&P 500 Equal Weight Energy ETF in 2019 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 14 increasing their positions, 26 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

11% less funds holding

Funds holding: 6659 (-7)

20% less capital invested

Capital invested by funds: $94.7M → $75.4M (-$19.3M)

28.34% less ownership

Funds ownership: 73.35%45.01% (-28%)

46% less repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 26

58% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 12

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
59
Holders Change
-7
Holders Change %
-10.61%
% of All Funds
1.28%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
5
Increased
14
Reduced
26
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FGAM
26
Financial Gravity Asset Management
Texas
$557K -$158K -3,218 -22%
TRCT
27
Tower Research Capital (TRC)
New York
$545K -$322K -6,549 -37%
Envestnet Asset Management
28
Envestnet Asset Management
Illinois
$508K -$48.1K -977 -9%
LPL Financial
29
LPL Financial
California
$406K +$64.3K +1,308 +19%
Lido Advisors
30
Lido Advisors
California
$392K -$32.8K -666 -8%
EFS
31
Econ Financial Services
Pennsylvania
$376K +$8.56K +174 +2%
Stifel Financial
32
Stifel Financial
Missouri
$347K -$38.8K -789 -10%
GAM
33
Garrison Asset Management
Arkansas
$345K -$8.61K -175 -2%
HWA
34
HHM Wealth Advisors
Tennessee
$342K -$24.6K -500 -7%
VIM
35
Vista Investment Management
Pennsylvania
$323K -$69.1K -1,404 -17%
ACG
36
Allen Capital Group
Nebraska
$266K -$281K -5,720 -51%
BRC
37
Bell Rock Capital
Delaware
$265K +$64.2K +1,306 +31%
AG
38
Advisor Group
Arizona
$229K -$21K -427 -8%
AWM
39
Avitas Wealth Management
California
$218K +$4.57K +93 +2%
ASN
40
Advisory Services Network
Georgia
$131K
FWM
41
Focused Wealth Management
New York
$131K +$9.94K +202 +8%
GWM
42
Geneos Wealth Management
Colorado
$21K
APA
43
American Portfolios Advisors
New York
$15.8K
RCAG
44
Rehmann Capital Advisory Group
Michigan
$12.5K
US Bancorp
45
US Bancorp
Minnesota
$12K
JCM
46
Jacobi Capital Management
Pennsylvania
$10K -$4.53K -92 -30%
FANJ
47
Financial Architects (New Jersey)
New Jersey
$9K
GRP
48
Global Retirement Partners
California
$7K
EFSCE
49
Enterprise Financial Services Corp (EFSC)
Missouri
$6K
HI
50
Hudock Inc
Pennsylvania
$5K

RSPG Hedge Fund Activity: Q2 2019 in Review

59 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Equal Weight Energy ETF (RSPG) for Q2 2019, worth a combined $75.4M — down 20% from $94.7M a quarter earlier.

Sellers outnumbered buyers: 12 funds closed out of RSPG and 5 opened new positions — a net loss of 7 holders — while 26 trimmed existing stakes and 14 added.

The largest buyer was IMC Chicago, opening a new position worth an estimated $4.3M. The largest seller was Joseph P. Lucia & Associates, cutting an estimated $51.4M.

  • 59 institutional investors held Invesco S&P 500 Equal Weight Energy ETF (RSPG) as of Q2 2019, down from 66 in Q1 2019.
  • Funds reported $75.4M of Invesco S&P 500 Equal Weight Energy ETF stock for Q2 2019, down 20% quarter-over-quarter.
  • 5 funds opened new Invesco S&P 500 Equal Weight Energy ETF positions in Q2 2019 and 12 closed out, a net change of -7 holders.
  • The largest Invesco S&P 500 Equal Weight Energy ETF buyer in Q2 2019 was IMC Chicago, an estimated $4.3M added.
  • The largest Invesco S&P 500 Equal Weight Energy ETF seller in Q2 2019 was Joseph P. Lucia & Associates, an estimated $51.4M sold.

Based on aggregated 13F filings for Q2 2019.