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Invesco S&P 500 Equal Weight Energy ETF

135 hedge funds and large institutions have $309M invested in Invesco S&P 500 Equal Weight Energy ETF in 2024 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 43 increasing their positions, 50 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

47% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 15

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

10% more capital invested

Capital invested by funds: $280M → $309M (+$29M)

5.58% more ownership

Funds ownership: 54.16%59.74% (+5.6%)

3% more funds holding

Funds holding: 131135 (+4)

14% less repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 50

Holders
135
Holders Change
+4
Holders Change %
+3.05%
% of All Funds
1.78%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.05%
New
22
Increased
43
Reduced
50
Closed
15
Calls
$122K
Puts
Net Calls
+$122K
Net Calls Change
+$91K
Name Holding Trade Value Shares
Change
Change in
Stake
Osaic Holdings
26
Osaic Holdings
Arizona
$2.29M -$6.19M -77,569 -72%
BNP Paribas Financial Markets
27
BNP Paribas Financial Markets
France
$2.29M +$1.6M +20,000 +200%
JPLA
28
Joseph P. Lucia & Associates
New York
$2.2M -$18.5K -232 -0.8%
MW
29
MBL Wealth
North Carolina
$1.67M -$75.7K -948 -4%
Cetera Investment Advisers
30
Cetera Investment Advisers
Illinois
$1.61M -$38.6K -483 -2%
PAG
31
Private Advisor Group
New Jersey
$1.6M +$16K +201 +1%
EFA
32
Evernest Financial Advisors
Indiana
$1.56M -$65.2K -816 -4%
PCH
33
PGIM Custom Harvest
New Jersey
$1.54M -$12.3K -154 -0.8%
SAM
34
SignalPoint Asset Management
Missouri
$1.52M -$101K -1,270 -6%
Citadel Advisors
35
Citadel Advisors
Florida
$1.49M +$842K +10,551 +117%
Janney Montgomery Scott
36
Janney Montgomery Scott
Pennsylvania
$1.39M +$56.8K +711 +4%
IWM
37
IHT Wealth Management
Illinois
$1.36M -$322K -4,030 -18%
GVAG
38
Great Valley Advisor Group
Delaware
$1.27M -$46.6K -583 -3%
KAS
39
Kestra Advisory Services
Texas
$1.24M -$447K -5,599 -26%
AWS
40
Arkfeld Wealth Strategies
Nebraska
$1.17M +$1.15M +14,341 New
EWA
41
EQ Wealth Advisors
Texas
$1.05M +$1.1M +13,811 New
Envestnet Asset Management
42
Envestnet Asset Management
Illinois
$967K -$51.2K -641 -5%
Susquehanna International Group
43
Susquehanna International Group
Pennsylvania
$899K -$184K -2,307 -16%
Wealth Enhancement Advisory Services
44
Wealth Enhancement Advisory Services
Minnesota
$758K +$494K +6,185 +165%
Cambridge Investment Research Advisors
45
Cambridge Investment Research Advisors
Iowa
$726K +$39.8K +499 +6%
P
46
&Partners
Tennessee
$700K -$148K -1,857 -17%
SA
47
Sanctuary Advisors
Indiana
$680K +$190K +2,379 +40%
SWP
48
Stratos Wealth Partners
Ohio
$651K +$16.8K +210 +3%
FF
49
Friedenthal Financial
New Jersey
$608K -$4.79K -60 -0.7%
JP Morgan Chase
50
JP Morgan Chase
New York
$602K -$144K -1,802 -19%

RSPG Hedge Fund Activity: Q4 2024 in Review

135 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Equal Weight Energy ETF (RSPG) for Q4 2024, worth a combined $309M — up 10% from $280M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new RSPG positions and 15 closed out — a net gain of 7 holders — while 43 added to existing stakes and 50 trimmed.

The largest buyer was Bank of America, adding an estimated $18.3M. The largest seller was Osaic Holdings, cutting an estimated $6.19M.

  • 135 institutional investors held Invesco S&P 500 Equal Weight Energy ETF (RSPG) as of Q4 2024, up from 131 in Q3 2024.
  • Funds reported $309M of Invesco S&P 500 Equal Weight Energy ETF stock for Q4 2024, up 10% quarter-over-quarter.
  • 22 funds opened new Invesco S&P 500 Equal Weight Energy ETF positions in Q4 2024 and 15 closed out, a net change of +7 holders.
  • The largest Invesco S&P 500 Equal Weight Energy ETF buyer in Q4 2024 was Bank of America, an estimated $18.3M added.
  • The largest Invesco S&P 500 Equal Weight Energy ETF seller in Q4 2024 was Osaic Holdings, an estimated $6.19M sold.

Based on aggregated 13F filings for Q4 2024.