Invesco S&P 500 Equal Weight Energy ETF
RSPG
136 hedge funds and large institutions have $315M invested in Invesco S&P 500 Equal Weight Energy ETF in 2024 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 40 increasing their positions, 49 reducing their positions, and 23 closing their positions.
100% more funds holding in top 10
Funds holding in top 10: 2 → 4 (+2)
0.66% less ownership
Funds ownership: 55.34% → 54.68% (-0.66%)
4% less first-time investments, than exits
New positions opened: 22 | Existing positions closed: 23
4% less funds holding
Funds holding: 141 → 136 (-5)
6% less capital invested
Capital invested by funds: $335M → $315M (-$20.1M)
18% less repeat investments, than reductions
Existing positions increased: 40 | Existing positions reduced: 49
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NWM
Napa Wealth Management
Napa,
California
|
+$2.94M |
| 2 |
DIP
Davis Investment Partners
Charlotte,
North Carolina
|
+$2.61M |
| 3 |
SWM
StoneCrest Wealth Management
Chandler,
Arizona
|
+$2.04M |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$1.61M |
| 5 |
Morgan Stanley
New York
|
+$877K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PG
Prostatis Group
Hanover,
Maryland
|
-$3.5M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$3.41M |
| 3 |
KC
Kadensa Capital
Central,
Hong Kong
|
-$2.72M |
| 4 |
SWP
Stratos Wealth Partners
Beachwood,
Ohio
|
-$2.52M |
| 5 |
CMP
Courage Miller Partners
Norfolk,
Virginia
|
-$2.11M |
RSPG Hedge Fund Activity: Q2 2024 in Review
136 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Equal Weight Energy ETF (RSPG) for Q2 2024, worth a combined $315M — down 6% from $335M a quarter earlier.
Sellers outnumbered buyers: 23 funds closed out of RSPG and 22 opened new positions — a net loss of 1 holder — while 49 trimmed existing stakes and 40 added.
The largest buyer was Napa Wealth Management, opening a new position worth an estimated $2.94M. The largest seller was Prostatis Group, exiting entirely with an estimated $3.5M sold.
- 136 institutional investors held Invesco S&P 500 Equal Weight Energy ETF (RSPG) as of Q2 2024, down from 141 in Q1 2024.
- Funds reported $315M of Invesco S&P 500 Equal Weight Energy ETF stock for Q2 2024, down 6% quarter-over-quarter.
- 22 funds opened new Invesco S&P 500 Equal Weight Energy ETF positions in Q2 2024 and 23 closed out, a net change of -1 holder.
- The largest Invesco S&P 500 Equal Weight Energy ETF buyer in Q2 2024 was Napa Wealth Management, an estimated $2.94M added.
- The largest Invesco S&P 500 Equal Weight Energy ETF seller in Q2 2024 was Prostatis Group, an estimated $3.5M sold.
Based on aggregated 13F filings for Q2 2024.