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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

Rank Fund Capital Flow
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

Rank Fund Capital Flow
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
AAS
76
Avantax Advisory Services
Texas
$280K +$248K +4,155 New
NL
77
NWAM LLC
Washington
$263K -$69.9K -1,170 -23%
GVAG
78
Great Valley Advisor Group
Delaware
$259K +$230K +3,841 New
TWM
79
Titus Wealth Management
California
$248K +$220K +3,677 New
SAM
80
Stringer Asset Management
Tennessee
$239K +$212K +3,547 New
GWM
81
Geneos Wealth Management
Colorado
$224K +$98.8K +1,653 +99%
Cetera Investment Advisers
82
Cetera Investment Advisers
Illinois
$221K +$196K +3,282 New
WI
83
Wintrust Investments
Illinois
$213K +$189K +3,165 New
HWA
84
HHM Wealth Advisors
Tennessee
$149K -$4.78K -80 -3%
WAM
85
Worth Asset Management
Texas
$145K +$128K +2,138 New
TWC
86
TD Waterhouse Canada
Ontario, Canada
$141K +$478 +8 +0.4%
TF
87
Tompkins Financial
New York
$121K +$108K +1,800 New
Bank of Montreal
88
Bank of Montreal
Ontario, Canada
$117K -$37.7K -631 -27%
Northwestern Mutual Wealth Management
89
Northwestern Mutual Wealth Management
Wisconsin
$111K +$17.5K +292 +22%
GRP
90
Global Retirement Partners
California
$94K +$77K +1,289 New
AP
91
Advisors Preferred
Maryland
$77K +$11.1K +186 +20%
Koshinski Asset Management
92
Koshinski Asset Management
Illinois
$75.5K +$10.2K +171 +18%
APA
93
American Portfolios Advisors
New York
$58.9K – – –
TWM
94
Tradition Wealth Management
Minnesota
$53K -$22.8K -382 -33%
T
95
TCWP
Ohio
$50K +$45.1K +754 New
FFA
96
Founders Financial Alliance
North Carolina
$40K +$179 +3 +0.5%
Rockefeller Capital Management
97
Rockefeller Capital Management
New York
$38K – – –
COCM
98
Charter Oak Capital Management
New Hampshire
$34K – – –
GWMI
99
Guardian Wealth Management (Illinois)
Illinois
$33K +$60 +1 +0.2%
CIAS
100
Capital Investment Advisory Services
North Carolina
$31K +$179 +3 +0.7%
2 3
4
5 6

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.