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Invesco S&P 500 Equal Weight Energy ETF
RSPG

118 hedge funds and large institutions have $297M invested in Invesco S&P 500 Equal Weight Energy ETF in 2022 Q1 according to their latest regulatory filings, with 40 funds opening new positions, 37 increasing their positions, 29 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

400% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 8

200% more funds holding in top 10

Funds holding in top 10: 1 → 3 (+2)

86% more capital invested

Capital invested by funds: $160M → $297M (+$137M)

33% more funds holding

Funds holding: 89 → 118 (+29)

28% more repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 29

6.67% less ownership

Funds ownership: 59.9% → 53.24% (-6.7%)

Holders
118
Holders Change
+29
Holders Change %
+32.58%
% of All Funds
1.86%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.05%
New
40
Increased
37
Reduced
29
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MAC
Mason & Associates (California)
California
+$11.1M
2
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$8.36M
3
UBS Group
UBS Group
Switzerland
+$8.08M
4
FHC
First Heartland Consultants
Missouri
+$7.91M
5
AWM
AE Wealth Management
Kansas
+$6.7M

Top Sellers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$8.03M
2
WP
WealthShield Partners
North Carolina
-$6.22M
3
OMC
Old Mission Capital
Illinois
-$3.13M
4
CMP
Courage Miller Partners
Virginia
-$2.27M
5
MSA
McAlister Sweet & Associates
Texas
-$2.15M
Name Holding Trade Value Shares
Change 		Change in
Stake
MCC
51
Money Concepts Capital
Florida
$497K +$94.3K +1,578 +27%
BCA
52
Bay Colony Advisors
Massachusetts
$482K -$831K -13,903 -66%
IWM
53
IHT Wealth Management
Illinois
$465K +$413K +6,906 New
VIM
54
Vista Investment Management
Pennsylvania
$454K -$2.99K -50 -0.7%
DCM
55
Donaldson Capital Management
Indiana
$452K +$29.9K +500 +8%
GAM
56
Garrison Asset Management
Arkansas
$442K -$3.59K -60 -0.9%
ICG
57
InterOcean Capital Group
Tennessee
$431K – – –
JMPWA
58
JP Morgan Private Wealth Advisors
California
$427K +$379K +6,344 New
OAM
59
Oppenheimer Asset Management
New York
$424K +$376K +6,292 New
WAM
60
Walker Asset Management
Missouri
$419K +$372K +6,224 New
KM
61
Kalos Management
Georgia
$417K +$320K +5,346 New
ACI
62
Alpha Cubed Investments
California
$407K -$58.2K -974 -14%
DIA
63
Dana Investment Advisors
Wisconsin
$406K +$6.81K +114 +2%
William Blair & Company
64
William Blair & Company
Illinois
$391K +$347K +5,800 New
OWA
65
One Wealth Advisors
California
$385K -$47.6K -797 -12%
Goldman Sachs
66
Goldman Sachs
New York
$381K -$35.2K -589 -9%
SPIA
67
Steward Partners Investment Advisory
New York
$372K +$280K +4,689 +564%
RIA
68
Regal Investment Advisors
Michigan
$358K +$9.32K +156 +3%
Truist Financial
69
Truist Financial
North Carolina
$335K -$45.4K -760 -13%
CAMG
70
CWA Asset Management Group
Florida
$328K -$7.41K -124 -2%
PAG
71
Private Advisory Group
Washington
$296K +$263K +4,394 New
CF
72
Centaurus Financial
California
$295K +$121K +2,027 +86%
AC
73
Anson Capital
Georgia
$286K +$254K +4,252 New
CA
74
Calton & Associates
Florida
$283K +$251K +4,203 New
BCP
75
Blue Chip Partners
Michigan
$280K +$1.55K +26 +0.6%
1 2
3
4 5

RSPG Hedge Fund Activity: Q1 2022 in Review

118 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Equal Weight Energy ETF (RSPG) for Q1 2022, worth a combined $297M — up 86% from $160M a quarter earlier.

Buyers outnumbered sellers: 40 funds opened new RSPG positions and 8 closed out — a net gain of 32 holders — while 37 added to existing stakes and 29 trimmed.

The largest buyer was Mason & Associates (California), opening a new position worth an estimated $11.1M. The largest seller was Royal Bank of Canada, cutting an estimated $8.03M.

  • 118 institutional investors held Invesco S&P 500 Equal Weight Energy ETF (RSPG) as of Q1 2022, up from 89 in Q4 2021.
  • Funds reported $297M of Invesco S&P 500 Equal Weight Energy ETF stock for Q1 2022, up 86% quarter-over-quarter.
  • 40 funds opened new Invesco S&P 500 Equal Weight Energy ETF positions in Q1 2022 and 8 closed out, a net change of +32 holders.
  • The largest Invesco S&P 500 Equal Weight Energy ETF buyer in Q1 2022 was Mason & Associates (California), an estimated $11.1M added.
  • The largest Invesco S&P 500 Equal Weight Energy ETF seller in Q1 2022 was Royal Bank of Canada, an estimated $8.03M sold.

Based on aggregated 13F filings for Q1 2022.