Invesco S&P 500 Equal Weight Energy ETF
RSPG
61 hedge funds and large institutions have $81.8M invested in Invesco S&P 500 Equal Weight Energy ETF in 2021 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 15 increasing their positions, 11 reducing their positions, and 5 closing their positions.
300% more first-time investments, than exits
New positions opened: 20 | Existing positions closed: 5
296% more capital invested
Capital invested by funds: $20.6M → $81.8M (+$61.2M)
36% more repeat investments, than reductions
Existing positions increased: 15 | Existing positions reduced: 11
33% more funds holding
Funds holding: 46 → 61 (+15)
21.46% more ownership
Funds ownership: 33.31% → 54.77% (+21%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
+$7.99M |
| 2 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$7.61M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$6.71M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
+$6.01M |
| 5 |
BCP
Blue Chip Partners
Farmington Hills,
Michigan
|
+$3.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$1.54M |
| 2 |
SIA
SkyView Investment Advisors
Shrewsbury,
New Jersey
|
-$626K |
| 3 |
IMC Chicago
Chicago,
Illinois
|
-$452K |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$365K |
| 5 |
TWM
Tradition Wealth Management
Edina,
Minnesota
|
-$349K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
GWM
51
Geneos Wealth Management
Englewood,
Colorado
| $12K | – | – | – |
|
|
JMF
52
Johnson Midwest Financial
Glidden,
Iowa
| $8K | – | – | – |
|
|
BW
53
Bison Wealth
Atlanta,
Georgia
| $7K | – | – | – |
|
54
US Bancorp
Minneapolis,
Minnesota
| $5K | – | – | – |
|
|
ME
55
McIlrath & Eck
Arlington,
Washington
| $5K | +$4.58K | +120 | New |
|
|
ACA
56
Aptus Capital Advisors
Fairhope,
Alabama
| $4K | – | – | – |
|
|
GI
57
Gradient Investments
Arden Hills,
Minnesota
| $2K | – | – | – |
|
|
IA
58
IFP Advisors
Tampa,
Florida
| $1K | – | – | – |
|
|
PFBT
59
Parkside Financial Bank & Trust
Saint Louis,
Missouri
| $1K | – | – | – |
|
|
VFA
60
Valeo Financial Advisors
Carmel,
Indiana
| $1K | – | – | – |
|
|
AWA
61
Arkadios Wealth Advisors
Atlanta,
Georgia
| $1K | +$1.3K | +34 | New |
|
|
SIA
62
SkyView Investment Advisors
Shrewsbury,
New Jersey
| – | -$626K | -20,151 | Closed |
|
|
63
IMC Chicago
Chicago,
Illinois
| – | -$452K | -14,535 | Closed |
|
|
64
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$365K | -11,748 | Closed |
|
|
MIM
65
Merrion Investment Management
Cranford,
New Jersey
| – | -$2K | -79 | Closed |
|
RSPG Hedge Fund Activity: Q1 2021 in Review
61 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Equal Weight Energy ETF (RSPG) for Q1 2021, worth a combined $81.8M — up 296% from $20.6M a quarter earlier.
Buyers outnumbered sellers: 20 funds opened new RSPG positions and 5 closed out — a net gain of 15 holders — while 15 added to existing stakes and 11 trimmed.
The largest buyer was UBS Group, adding an estimated $7.99M. The largest seller was Raymond James Financial Services Advisors, cutting an estimated $1.54M.
- 61 institutional investors held Invesco S&P 500 Equal Weight Energy ETF (RSPG) as of Q1 2021, up from 46 in Q4 2020.
- Funds reported $81.8M of Invesco S&P 500 Equal Weight Energy ETF stock for Q1 2021, up 296% quarter-over-quarter.
- 20 funds opened new Invesco S&P 500 Equal Weight Energy ETF positions in Q1 2021 and 5 closed out, a net change of +15 holders.
- The largest Invesco S&P 500 Equal Weight Energy ETF buyer in Q1 2021 was UBS Group, an estimated $7.99M added.
- The largest Invesco S&P 500 Equal Weight Energy ETF seller in Q1 2021 was Raymond James Financial Services Advisors, an estimated $1.54M sold.
Based on aggregated 13F filings for Q1 2021.