Invesco S&P 500 Equal Weight Energy ETF
RSPG
55 hedge funds and large institutions have $121M invested in Invesco S&P 500 Equal Weight Energy ETF in 2017 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 21 increasing their positions, 22 reducing their positions, and 9 closing their positions.
48% more capital invested
Capital invested by funds: $81.9M → $121M (+$39.2M)
11.14% more ownership
Funds ownership: 42.52% → 53.66% (+11%)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
5% less repeat investments, than reductions
Existing positions increased: 21 | Existing positions reduced: 22
11% less funds holding
Funds holding: 62 → 55 (-7)
67% less first-time investments, than exits
New positions opened: 3 | Existing positions closed: 9
Top Buyers
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$48M |
| 2 |
ACM
AlphaStar Capital Management
Cornelius,
North Carolina
|
+$2.27M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
+$1.44M |
| 4 |
PTCG
Pring Turner Capital Group
Alamo,
California
|
+$1.38M |
| 5 |
Jane Street
New York
|
+$1.23M |
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
HDIM
51
Hanson & Doremus Investment Management
Burlington,
Vermont
| $12K | – | – | – |
|
|
BCI
52
Brinker Capital Investments
Berwyn,
Pennsylvania
| $10K | -$302K | -5,803 | -97% |
|
|
BBPWM
53
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
| $3K | – | – | – |
|
|
KF
54
Krilogy Financial
St. Louis,
Missouri
| $3K | – | – | – |
|
|
AIP
55
Almanack Investment Partners
Wayne,
Pennsylvania
| – | -$2.06M | -39,007 | Closed |
|
|
TPW
56
Tiller Private Wealth
Bethlehem,
Pennsylvania
| – | -$1.43M | -27,057 | Closed |
|
57
SG Americas Securities
New York
| – | -$683K | -12,934 | Closed |
|
|
KIA
58
KCM Investment Advisors
Greenbrae,
California
| – | -$389K | -7,368 | Closed |
|
|
WAM
59
Wealthspire Advisors (Maryland)
Potomac,
Maryland
| – | -$228K | -4,321 | Closed |
|
60
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| – | -$48K | -900 | Closed |
|
61
Creative Planning
Overland Park,
Kansas
| – | -$5K | -91 | Closed |
|
|
TWA
62
TCI Wealth Advisors
Tucson,
Arizona
| – | -$1K | -20 | Closed |
|
RSPG Hedge Fund Activity: Q3 2017 in Review
55 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Equal Weight Energy ETF (RSPG) for Q3 2017, worth a combined $121M — up 48% from $81.9M a quarter earlier.
Sellers outnumbered buyers: 9 funds closed out of RSPG and 3 opened new positions — a net loss of 6 holders — while 22 trimmed existing stakes and 21 added.
The largest buyer was Royal Bank of Canada, adding an estimated $48M. The largest seller was Commonwealth Equity Services, cutting an estimated $6.37M.
- 55 institutional investors held Invesco S&P 500 Equal Weight Energy ETF (RSPG) as of Q3 2017, down from 62 in Q2 2017.
- Funds reported $121M of Invesco S&P 500 Equal Weight Energy ETF stock for Q3 2017, up 48% quarter-over-quarter.
- 3 funds opened new Invesco S&P 500 Equal Weight Energy ETF positions in Q3 2017 and 9 closed out, a net change of -6 holders.
- The largest Invesco S&P 500 Equal Weight Energy ETF buyer in Q3 2017 was Royal Bank of Canada, an estimated $48M added.
- The largest Invesco S&P 500 Equal Weight Energy ETF seller in Q3 2017 was Commonwealth Equity Services, an estimated $6.37M sold.
Based on aggregated 13F filings for Q3 2017.