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Invesco S&P 500 Equal Weight Energy ETF

67 hedge funds and large institutions have $104M invested in Invesco S&P 500 Equal Weight Energy ETF in 2021 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 19 increasing their positions, 29 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 9

5% more funds holding

Funds holding: 6467 (+3)

2.01% more ownership

Funds ownership: 54.78%56.79% (+2%)

9% less capital invested

Capital invested by funds: $114M → $104M (-$10.3M)

34% less repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 29

Holders
67
Holders Change
+3
Holders Change %
+4.69%
% of All Funds
1.17%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
12
Increased
19
Reduced
29
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Koshinski Asset Management
51
Koshinski Asset Management
Illinois
$49.7K +$45.5K +1,101 New
FGAM
52
Financial Gravity Asset Management
Texas
$45K
Barclays
53
Barclays
United Kingdom
$43K +$13.8K +335 +55%
APA
54
American Portfolios Advisors
New York
$39.5K -$14.6K -353 -29%
FFA
55
Founders Financial Alliance
North Carolina
$27K +$24.5K +592 New
Rockefeller Capital Management
56
Rockefeller Capital Management
New York
$25K
PNC Financial Services Group
57
PNC Financial Services Group
Pennsylvania
$22K +$20K +484 New
TRCT
58
Tower Research Capital (TRC)
New York
$21K -$167K -4,047 -90%
CIAS
59
Capital Investment Advisory Services
North Carolina
$21K +$124 +3 +0.7%
1IA
60
1834 Investment Advisors
Wisconsin
$19K -$11.8K -285 -41%
JMF
61
Johnson Midwest Financial
Iowa
$9K
JP Morgan Chase
62
JP Morgan Chase
New York
$8K -$87.6K -2,120 -92%
PFGIA
63
Patriot Financial Group Insurance Agency
Massachusetts
$4K +$3.35K +81 New
BW
64
Bison Wealth
Georgia
$2K -$4.75K -115 -71%
ACA
65
Aptus Capital Advisors
Alabama
$2K -$3.56K -86 -68%
GI
66
Gradient Investments
Minnesota
$2K
IA
67
IFP Advisors
Florida
$1K
RJA
68
Raymond James & Associates
Florida
-$9.16M -202,195 Closed
FHC
69
First Heartland Consultants
Missouri
-$3.56M -78,617 Closed
SAM
70
Stringer Asset Management
Tennessee
-$2.53M -55,901 Closed
VAS
71
Vestmark Advisory Solutions
Massachusetts
-$248K -5,470 Closed
ACI
72
Alpha Cubed Investments
California
-$220K -4,851 Closed
Truist Financial
73
Truist Financial
North Carolina
-$208K -4,602 Closed
CFGS
74
Concourse Financial Group Securities
Alabama
-$44.4K -1,073 Closed
US Bancorp
75
US Bancorp
Minnesota
-$6K -125 Closed

RSPG Hedge Fund Activity: Q3 2021 in Review

67 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Equal Weight Energy ETF (RSPG) for Q3 2021, worth a combined $104M — down 9.1% from $114M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new RSPG positions and 9 closed out — a net gain of 3 holders — while 19 added to existing stakes and 29 trimmed.

The largest buyer was Bank of America, adding an estimated $6.59M. The largest seller was Raymond James & Associates, exiting entirely with an estimated $9.16M sold.

  • 67 institutional investors held Invesco S&P 500 Equal Weight Energy ETF (RSPG) as of Q3 2021, up from 64 in Q2 2021.
  • Funds reported $104M of Invesco S&P 500 Equal Weight Energy ETF stock for Q3 2021, down 9.1% quarter-over-quarter.
  • 12 funds opened new Invesco S&P 500 Equal Weight Energy ETF positions in Q3 2021 and 9 closed out, a net change of +3 holders.
  • The largest Invesco S&P 500 Equal Weight Energy ETF buyer in Q3 2021 was Bank of America, an estimated $6.59M added.
  • The largest Invesco S&P 500 Equal Weight Energy ETF seller in Q3 2021 was Raymond James & Associates, an estimated $9.16M sold.

Based on aggregated 13F filings for Q3 2021.