We are live on ! Find out more
RSPG icon

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
SIA
76
SeaBridge Investment Advisors
New Jersey
$311K +$325K +4,074 New
TWM
77
Tradition Wealth Management
Minnesota
$307K +$22.3K +279 +7%
KA
78
Kovack Advisors
Florida
$300K +$314K +3,933 New
IAA
79
Independent Advisor Alliance
North Carolina
$297K +$311K +3,892 New
SW
80
SteelPeak Wealth
California
$284K +$24K +300 +9%
BCM
81
Brookstone Capital Management
Illinois
$280K -$1.04M -13,072 -78%
Jones Financial Companies
82
Jones Financial Companies
Missouri
$277K +$4.87K +61 +2%
Lido Advisors
83
Lido Advisors
California
$273K +$43K +538 +18%
EFS
84
Essex Financial Services
Connecticut
$260K +$1.12K +14 +0.4%
AO
85
Advisor OS
Illinois
$256K +$33.2K +416 +14%
Mariner
86
Mariner
Kansas
$255K
AIM
87
Anchor Investment Management
South Carolina
$247K +$146K +1,826 +129%
FA
88
Fermata Advisors
California
$244K -$878 -11 -0.3%
MML Investors Services
89
MML Investors Services
Massachusetts
$243K +$254K +3,182 New
SF
90
Summit Financial
New Jersey
$216K +$399 +5 +0.2%
Focus Partners Wealth
91
Focus Partners Wealth
Massachusetts
$215K -$97.2K -1,217 -30%
FIM
92
Freedom Investment Management
Connecticut
$213K -$22.8K -285 -9%
APA
93
Astoria Portfolio Advisors
New York
$207K -$14.7K -184 -7%
BCP
94
Blue Chip Partners
Michigan
$206K +$1.28K +16 +0.6%
LOIP
95
Live Oak Investment Partners
Texas
$202K
William Blair & Company
96
William Blair & Company
Illinois
$198K -$54.1K -678 -21%
PTC
97
Private Trust Company
Ohio
$182K
SPIA
98
Steward Partners Investment Advisory
New York
$178K -$240K -3,012 -56%
Northwestern Mutual Wealth Management
99
Northwestern Mutual Wealth Management
Wisconsin
$167K +$58.4K +732 +50%
AWM
100
Activest Wealth Management
Florida
$154K

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.