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Invesco S&P 500 Equal Weight Energy ETF

62 hedge funds and large institutions have $67.2M invested in Invesco S&P 500 Equal Weight Energy ETF in 2019 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 19 increasing their positions, 18 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 5

21% more capital invested

Capital invested by funds: $55.7M → $67.2M (+$11.5M)

17% more funds holding

Funds holding: 5362 (+9)

6.17% more ownership

Funds ownership: 44.06%50.23% (+6.2%)

6% more repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 18

Holders
62
Holders Change
+9
Holders Change %
+16.98%
% of All Funds
1.22%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
15
Increased
19
Reduced
18
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Goldman Sachs
26
Goldman Sachs
New York
$646K
JPLA
27
Joseph P. Lucia & Associates
New York
$630K -$139K -3,138 -19%
Envestnet Asset Management
28
Envestnet Asset Management
Illinois
$582K +$57.8K +1,302 +12%
Stifel Financial
29
Stifel Financial
Missouri
$450K +$136K +3,067 +48%
HWA
30
HHM Wealth Advisors
Tennessee
$341K +$3.33K +75 +1%
Koshinski Asset Management
31
Koshinski Asset Management
Illinois
$305K +$286K +6,439 New
Invesco
32
Invesco
Georgia
$274K +$254K +5,718 New
ACM
33
AlphaStar Capital Management
North Carolina
$233K -$18.7K -420 -8%
BRC
34
Bell Rock Capital
Delaware
$219K -$2.4K -54 -1%
GAM
35
Garrison Asset Management
Arkansas
$216K -$15.9K -358 -7%
AWM
36
Avitas Wealth Management
California
$207K +$192K +4,322 New
AG
37
Advisor Group
Arizona
$206K -$2.31K -52 -1%
LTFS
38
Ladenburg Thalmann Financial Services
Florida
$159K -$146K -3,293 -50%
ASN
39
Advisory Services Network
Georgia
$49K -$74.2K -1,670 -62%
FWM
40
Focused Wealth Management
New York
$34K -$90.9K -2,047 -74%
APA
41
American Portfolios Advisors
New York
$19.1K +$1.11K +25 +7%
PNC Financial Services Group
42
PNC Financial Services Group
Pennsylvania
$19K +$17.9K +402 New
BFEC
43
Benjamin F. Edwards & Company
Missouri
$16K +$15.1K +339 New
GWM
44
Geneos Wealth Management
Colorado
$14K
GRP
45
Global Retirement Partners
California
$13K
1IA
46
1834 Investment Advisors
Wisconsin
$12K +$2.93K +66 +36%
BW
47
Bison Wealth
Georgia
$11K +$10.3K +232 New
SFG
48
Sowa Financial Group
Rhode Island
$8K +$7.33K +165 New
WB
49
West Bancorporation
Iowa
$8K +$7.33K +165 New
EFSCE
50
Enterprise Financial Services Corp (EFSC)
Missouri
$6K -$6.22K -140 -51%

RSPG Hedge Fund Activity: Q4 2019 in Review

62 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Equal Weight Energy ETF (RSPG) for Q4 2019, worth a combined $67.2M — up 21% from $55.7M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new RSPG positions and 5 closed out — a net gain of 10 holders — while 19 added to existing stakes and 18 trimmed.

The largest buyer was Wells Fargo, adding an estimated $2.61M. The largest seller was RiverFront Investment Group, cutting an estimated $927K.

  • 62 institutional investors held Invesco S&P 500 Equal Weight Energy ETF (RSPG) as of Q4 2019, up from 53 in Q3 2019.
  • Funds reported $67.2M of Invesco S&P 500 Equal Weight Energy ETF stock for Q4 2019, up 21% quarter-over-quarter.
  • 15 funds opened new Invesco S&P 500 Equal Weight Energy ETF positions in Q4 2019 and 5 closed out, a net change of +10 holders.
  • The largest Invesco S&P 500 Equal Weight Energy ETF buyer in Q4 2019 was Wells Fargo, an estimated $2.61M added.
  • The largest Invesco S&P 500 Equal Weight Energy ETF seller in Q4 2019 was RiverFront Investment Group, an estimated $927K sold.

Based on aggregated 13F filings for Q4 2019.