Invesco S&P 500 Equal Weight Energy ETF
RSPG
43 hedge funds and large institutions have $28.4M invested in Invesco S&P 500 Equal Weight Energy ETF in 2020 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 12 increasing their positions, 10 reducing their positions, and 27 closing their positions.
21.32% more ownership
Funds ownership: 50.23% → 71.54% (+21%)
20% more repeat investments, than reductions
Existing positions increased: 12 | Existing positions reduced: 10
31% less funds holding
Funds holding: 62 → 43 (-19)
58% less capital invested
Capital invested by funds: $67.2M → $28.4M (-$38.8M)
63% less first-time investments, than exits
New positions opened: 10 | Existing positions closed: 27
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CFG
CMC Financial Group
Atlanta,
Georgia
|
+$12M |
| 2 |
HA
HC Advisors
Sandy Springs,
Georgia
|
+$12M |
| 3 |
LPL Financial
San Diego,
California
|
+$3.84M |
| 4 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$2.39M |
| 5 |
NL
NWAM LLC
Mercer Island,
Washington
|
+$1.73M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RIG
RiverFront Investment Group
Richmond,
Virginia
|
-$15.3M |
| 2 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$9.11M |
| 3 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
-$2.53M |
| 4 |
Wells Fargo
San Francisco,
California
|
-$2.32M |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$2.04M |
RSPG Hedge Fund Activity: Q1 2020 in Review
43 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Equal Weight Energy ETF (RSPG) for Q1 2020, worth a combined $28.4M — down 58% from $67.2M a quarter earlier.
Sellers outnumbered buyers: 27 funds closed out of RSPG and 10 opened new positions — a net loss of 17 holders — while 10 trimmed existing stakes and 12 added.
The largest buyer was CMC Financial Group, opening a new position worth an estimated $12M. The largest seller was RiverFront Investment Group, exiting entirely with an estimated $15.3M sold.
- 43 institutional investors held Invesco S&P 500 Equal Weight Energy ETF (RSPG) as of Q1 2020, down from 62 in Q4 2019.
- Funds reported $28.4M of Invesco S&P 500 Equal Weight Energy ETF stock for Q1 2020, down 58% quarter-over-quarter.
- 10 funds opened new Invesco S&P 500 Equal Weight Energy ETF positions in Q1 2020 and 27 closed out, a net change of -17 holders.
- The largest Invesco S&P 500 Equal Weight Energy ETF buyer in Q1 2020 was CMC Financial Group, an estimated $12M added.
- The largest Invesco S&P 500 Equal Weight Energy ETF seller in Q1 2020 was RiverFront Investment Group, an estimated $15.3M sold.
Based on aggregated 13F filings for Q1 2020.