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Invesco S&P 500 Equal Weight Energy ETF

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: 13 (+2)

86% more capital invested

Capital invested by funds: $160M → $297M (+$137M)

33% more funds holding

Funds holding: 89118 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
1IA
101
1834 Investment Advisors
Wisconsin
$28K
CFD
102
Creative Financial Designs
Indiana
$26K +$60 +1 +0.3%
JMF
103
Johnson Midwest Financial
Iowa
$14K
FAG
104
Fortitude Advisory Group
Washington
$13K
PFS
105
Prospera Financial Services
Texas
$13K +$11.7K +195 New
AIC
106
Archer Investment Corporation
Indiana
$12.1K +$10.8K +180 New
WB
107
West Bancorporation
Iowa
$11K
Fidelity Investments
108
Fidelity Investments
Massachusetts
$7K +$1.49K +25 +31%
Simplex Trading
109
Simplex Trading
Illinois
$6K +$5.98K +100 New
PFGIA
110
Patriot Financial Group Insurance Agency
Massachusetts
$5K -$359 -6 -7%
PCA
111
Providence Capital Advisors
North Carolina
$5K +$4.48K +75 New
TFS
112
TrustCore Financial Services
Tennessee
$5K +$4.78K +80 New
JP Morgan Chase
113
JP Morgan Chase
New York
$4K -$20.3K -340 -85%
ACA
114
Aptus Capital Advisors
Alabama
$3K
BW
115
Bison Wealth
Georgia
$3K
GI
116
Gradient Investments
Minnesota
$3K
Qube Research & Technologies (QRT)
117
Qube Research & Technologies (QRT)
United Kingdom
$2K -$101K -1,691 -98%
OMC
118
Old Mission Capital
Illinois
-$3.13M -65,629 Closed
CMP
119
Courage Miller Partners
Virginia
-$2.27M -47,455 Closed
MSA
120
McAlister Sweet & Associates
Texas
-$2.15M -45,083 Closed
TRCT
121
Tower Research Capital (TRC)
New York
-$458K -9,586 Closed
TC
122
Tatro Capital
Kentucky
-$269K -5,638 Closed
PNC Financial Services Group
123
PNC Financial Services Group
Pennsylvania
-$23K -484 Closed
HNWA
124
Henrickson Nauta Wealth Advisors
Michigan
-$7K -121 Closed
CA
125
CoreCap Advisors
Michigan
-$4K -75 Closed

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.