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Invesco S&P 500 Equal Weight Energy ETF
RSPG

89 hedge funds and large institutions have $160M invested in Invesco S&P 500 Equal Weight Energy ETF in 2021 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 32 increasing their positions, 16 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

400% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 6

100% more repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 16

54% more capital invested

Capital invested by funds: $104M → $160M (+$56.2M)

33% more funds holding

Funds holding: 67 → 89 (+22)

3.11% more ownership

Funds ownership: 56.79% → 59.9% (+3.1%)

Holders
89
Holders Change
+22
Holders Change %
+32.84%
% of All Funds
1.37%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
30
Increased
32
Reduced
16
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BHWA
Beacon Harbor Wealth Advisors
Virginia
+$8.94M
2
Bank of America
Bank of America
North Carolina
+$7.78M
3
WP
WealthShield Partners
North Carolina
+$7.52M
4
Ameriprise
Ameriprise
Minnesota
+$4.79M
5
OMC
Old Mission Capital
Illinois
+$3.22M

Top Sellers

Rank Fund Capital Flow
1
SAM
Synergy Asset Management
Washington
-$4.65M
2
SPIA
Steward Partners Investment Advisory
New York
-$1.35M
3
CF
Centaurus Financial
California
-$475K
4
SAM
SignalPoint Asset Management
Missouri
-$351K
5
RJFSA
Raymond James Financial Services Advisors
Florida
-$297K
Name Holding Trade Value Shares
Change 		Change in
Stake
RIA
51
Regal Investment Advisors
Michigan
$246K +$253K +5,158 New
NL
52
NWAM LLC
Washington
$242K -$1.27K -26 -0.5%
CAMG
53
CWA Asset Management Group
Florida
$238K +$245K +4,991 New
Invesco
54
Invesco
Georgia
$221K +$227K +4,631 New
SI
55
Stephens Inc
Arkansas
$214K +$220K +4,483 New
BCP
56
Blue Chip Partners
Michigan
$197K +$1.62K +33 +0.8%
Bank of Montreal
57
Bank of Montreal
Ontario, Canada
$114K -$35.4K -722 -23%
CF
58
Centaurus Financial
California
$112K -$475K -9,703 -80%
HWA
59
HHM Wealth Advisors
Tennessee
$109K -$3.28K -67 -3%
TWC
60
TD Waterhouse Canada
Ontario, Canada
$106K +$101K +2,071 New
Qube Research & Technologies (QRT)
61
Qube Research & Technologies (QRT)
United Kingdom
$82K +$18.7K +381 +28%
GWM
62
Geneos Wealth Management
Colorado
$80K +$3.67K +75 +5%
HI
63
Harbour Investments
Wisconsin
$66K -$42.4K -866 -39%
Northwestern Mutual Wealth Management
64
Northwestern Mutual Wealth Management
Wisconsin
$64K – – –
TWM
65
Tradition Wealth Management
Minnesota
$56K +$343 +7 +0.6%
AP
66
Advisors Preferred
Maryland
$47K +$46.3K +944 New
Koshinski Asset Management
67
Koshinski Asset Management
Illinois
$45.4K -$7.35K -150 -14%
APA
68
American Portfolios Advisors
New York
$41.8K – – –
SPIA
69
Steward Partners Investment Advisory
New York
$40K -$1.35M -27,594 -97%
FFA
70
Founders Financial Alliance
North Carolina
$28K +$245 +5 +0.8%
Rockefeller Capital Management
71
Rockefeller Capital Management
New York
$27K – – –
COCM
72
Charter Oak Capital Management
New Hampshire
$24K +$25K +511 New
PNC Financial Services Group
73
PNC Financial Services Group
Pennsylvania
$23K – – –
GWMI
74
Guardian Wealth Management (Illinois)
Illinois
$23K +$23.8K +486 New
CIAS
75
Capital Investment Advisory Services
North Carolina
$22K +$196 +4 +0.9%
1 2
3
4

RSPG Hedge Fund Activity: Q4 2021 in Review

89 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Equal Weight Energy ETF (RSPG) for Q4 2021, worth a combined $160M — up 54% from $104M a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new RSPG positions and 6 closed out — a net gain of 24 holders — while 32 added to existing stakes and 16 trimmed.

The largest buyer was Beacon Harbor Wealth Advisors, opening a new position worth an estimated $8.94M. The largest seller was Synergy Asset Management, exiting entirely with an estimated $4.65M sold.

  • 89 institutional investors held Invesco S&P 500 Equal Weight Energy ETF (RSPG) as of Q4 2021, up from 67 in Q3 2021.
  • Funds reported $160M of Invesco S&P 500 Equal Weight Energy ETF stock for Q4 2021, up 54% quarter-over-quarter.
  • 30 funds opened new Invesco S&P 500 Equal Weight Energy ETF positions in Q4 2021 and 6 closed out, a net change of +24 holders.
  • The largest Invesco S&P 500 Equal Weight Energy ETF buyer in Q4 2021 was Beacon Harbor Wealth Advisors, an estimated $8.94M added.
  • The largest Invesco S&P 500 Equal Weight Energy ETF seller in Q4 2021 was Synergy Asset Management, an estimated $4.65M sold.

Based on aggregated 13F filings for Q4 2021.