RSPG icon

Invesco S&P 500 Equal Weight Energy ETF
RSPG

Overview Fund Activity

146 hedge funds and large institutions have $353M invested in Invesco S&P 500 Equal Weight Energy ETF in 2023 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 57 increasing their positions, 42 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
146
Holders Change
+7
Holders Change %
+5.04%
% of All Funds
2.14%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.04%
New
27
Increased
57
Reduced
42
Closed
18
Calls
$37K
Puts
$66K
Net Calls
-$29K
Net Calls Change
-$566K

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$65.1M
2
FAM
Flaharty Asset Management
Florida
$19.1M
3
RBCM
Raub Brock Capital Management
California
$7.66M
4
PG
Prostatis Group
Maryland
$6.26M
5
Osaic Holdings
Osaic Holdings
Arizona
$12.5M

Top Sellers

1
CFG
CMC Financial Group
Georgia
$3.53M
2
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$331K
3
UBS Group
UBS Group
Switzerland
$31.9M
4
B
Bensler
Washington
$6.93M
5
MCC
Money Concepts Capital
Florida
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
AFWM
76
AMJ Financial Wealth Management
Virginia
$352K +$110K +1,490 +45%
RIL
77
Rothschild Investment LLC
Illinois
$338K -$737 -10 -0.2%
Wealth Enhancement Advisory Services
78
Wealth Enhancement Advisory Services
Minnesota
$331K -$4.82M -65,329 -94%
RIA
79
Regal Investment Advisors
Michigan
$330K -$25.1K -341 -7%
CAN
80
Cetera Advisor Networks
California
$308K -$123K -1,666 -28%
PMG
81
ProVise Management Group
Florida
$306K +$28.6K +388 +10%
FA
82
Fiduciary Alliance
South Carolina
$302K +$8.04K +109 +3%
APP
83
Avantax Planning Partners
Iowa
$296K – – –
Susquehanna International Group
84
Susquehanna International Group
Pennsylvania
$295K -$821K -11,142 -74%
ICG
85
InterOcean Capital Group
Tennessee
$295K – – –
WSTAM
86
Wilbanks Smith & Thomas Asset Management
Virginia
$295K +$295K +3,999 New
VCWA
87
Vanguard Capital Wealth Advisors
Colorado
$288K +$72.5K +983 +34%
Invesco
88
Invesco
Georgia
$287K -$46.7K -633 -14%
SF
89
Synovus Financial
Georgia
$284K -$53.1K -719 -16%
BCM
90
Beck Capital Management
Texas
$272K +$272K +3,696 New
DWM
91
Denver Wealth Management
Colorado
$272K +$272K +3,687 New
IAIM
92
International Assets Investment Management
Florida
$272K +$272K +3,685 New
D.E. Shaw & Co
93
D.E. Shaw & Co
New York
$269K +$269K +3,654 New
EFS
94
Essex Financial Services
Connecticut
$261K -$590 -8 -0.2%
NW
95
NewEdge Wealth
Pennsylvania
$253K +$27K +366 +12%
LOIP
96
Live Oak Investment Partners
Texas
$251K -$276K – –
Lido Advisors
97
Lido Advisors
California
$248K -$493K -6,681 -67%
GWM
98
Geneos Wealth Management
Colorado
$241K +$9.73K +132 +4%
VF
99
VitalStone Financial
Texas
$228K +$40.4K +548 +22%
BCP
100
Blue Chip Partners
Michigan
$224K +$1.92K +26 +0.9%
2 3
4
5 6