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Invesco S&P 500 Equal Weight Energy ETF

135 hedge funds and large institutions have $309M invested in Invesco S&P 500 Equal Weight Energy ETF in 2024 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 43 increasing their positions, 50 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

47% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 15

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

10% more capital invested

Capital invested by funds: $280M → $309M (+$29M)

5.58% more ownership

Funds ownership: 54.16%59.74% (+5.6%)

3% more funds holding

Funds holding: 131135 (+4)

14% less repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 50

Holders
135
Holders Change
+4
Holders Change %
+3.05%
% of All Funds
1.78%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.05%
New
22
Increased
43
Reduced
50
Closed
15
Calls
$122K
Puts
Net Calls
+$122K
Net Calls Change
+$91K
Name Holding Trade Value Shares
Change
Change in
Stake
KWA
51
Kingswood Wealth Advisors
California
$580K +$303K +3,800 +100%
RCM
52
Requisite Capital Management
Texas
$565K -$408K -5,115 -41%
RIL
53
Rothschild Investment LLC
Illinois
$524K +$232K +2,900 +73%
LFA
54
Longview Financial Advisors
Alabama
$516K +$24.8K +311 +5%
BFG
55
Bleakley Financial Group
New Jersey
$497K +$1.2K +15 +0.2%
CWA
56
Capital Wealth Alliance
Arizona
$497K -$249K -3,122 -32%
WAM
57
Walker Asset Management
Missouri
$491K +$4.87K +61 +1%
WAM
58
Worth Asset Management
Texas
$483K +$221K +2,768 +78%
ST
59
Somerset Trust
Pennsylvania
$461K -$798 -10 -0.2%
Fidelity Investments
60
Fidelity Investments
Massachusetts
$439K -$18.2K -228 -4%
SWA
61
SFMG Wealth Advisors
Texas
$419K
VIM
62
Vista Investment Management
Pennsylvania
$418K +$2.32K +29 +0.5%
MCM
63
MAI Capital Management
Ohio
$401K +$419K +5,250 New
WAP
64
Wealthcare Advisory Partners
Pennsylvania
$381K -$16.5K -207 -4%
OFS
65
OneAscent Financial Services
Alabama
$377K +$394K +4,937 New
AI
66
Atria Investments
North Carolina
$377K +$106K +1,333 +37%
Bank of Montreal
67
Bank of Montreal
Ontario, Canada
$354K -$4.39K -55 -1%
SA
68
Sylvest Advisors
Texas
$352K +$368K +4,605 New
Truist Financial
69
Truist Financial
North Carolina
$344K -$334K -4,180 -48%
NL
70
NWAM LLC
Washington
$335K -$319 -4 -0.1%
SA
71
Strategic Advisors
New York
$331K -$125K -1,567 -27%
FPGK
72
Financial Partners Group (Kansas)
Kansas
$325K -$5.35K -67 -2%
Comerica Bank
73
Comerica Bank
Texas
$325K
SF
74
Synovus Financial
Georgia
$323K -$27K -338 -7%
CIBC Private Wealth Group
75
CIBC Private Wealth Group
Georgia
$319K +$320K +4,011 New

RSPG Hedge Fund Activity: Q4 2024 in Review

135 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Equal Weight Energy ETF (RSPG) for Q4 2024, worth a combined $309M — up 10% from $280M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new RSPG positions and 15 closed out — a net gain of 7 holders — while 43 added to existing stakes and 50 trimmed.

The largest buyer was Bank of America, adding an estimated $18.3M. The largest seller was Osaic Holdings, cutting an estimated $6.19M.

  • 135 institutional investors held Invesco S&P 500 Equal Weight Energy ETF (RSPG) as of Q4 2024, up from 131 in Q3 2024.
  • Funds reported $309M of Invesco S&P 500 Equal Weight Energy ETF stock for Q4 2024, up 10% quarter-over-quarter.
  • 22 funds opened new Invesco S&P 500 Equal Weight Energy ETF positions in Q4 2024 and 15 closed out, a net change of +7 holders.
  • The largest Invesco S&P 500 Equal Weight Energy ETF buyer in Q4 2024 was Bank of America, an estimated $18.3M added.
  • The largest Invesco S&P 500 Equal Weight Energy ETF seller in Q4 2024 was Osaic Holdings, an estimated $6.19M sold.

Based on aggregated 13F filings for Q4 2024.