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Invesco S&P 500 Equal Weight Energy ETF

128 hedge funds and large institutions have $321M invested in Invesco S&P 500 Equal Weight Energy ETF in 2022 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 56 increasing their positions, 35 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

727% more call options, than puts

Call options by funds: $182K | Put options by funds: $22K

340% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 5

60% more repeat investments, than reductions

Existing positions increased: 56 | Existing positions reduced: 35

33% more capital invested

Capital invested by funds: $242M → $321M (+$79.1M)

13% more funds holding

Funds holding: 113128 (+15)

1.85% more ownership

Funds ownership: 54.04%55.9% (+1.9%)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
128
Holders Change
+15
Holders Change %
+13.27%
% of All Funds
2.06%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
22
Increased
56
Reduced
35
Closed
5
Calls
$182K
Puts
$22K
Net Calls
+$160K
Net Calls Change
-$255K
Name Holding Trade Value Shares
Change
Change in
Stake
Citadel Advisors
101
Citadel Advisors
Florida
$81.7K -$1.3M -17,729 -94%
GRP
102
Global Retirement Partners
California
$72.6K +$440 +6 +0.6%
Fidelity Investments
103
Fidelity Investments
Massachusetts
$64K -$3.67K -50 -5%
TWM
104
Tradition Wealth Management
Minnesota
$49K +$513 +7 +1%
FFA
105
Founders Financial Alliance
North Carolina
$45K +$587 +8 +1%
TWC
106
TD Waterhouse Canada
Ontario, Canada
$36.7K -$12.5K -170 -24%
AWM
107
Accurate Wealth Management
Florida
$36.7K +$36.7K +500 New
CIAS
108
Capital Investment Advisory Services
North Carolina
$34.6K +$440 +6 +1%
Qube Research & Technologies (QRT)
109
Qube Research & Technologies (QRT)
United Kingdom
$32.1K -$101K -1,379 -76%
CFD
110
Creative Financial Designs
Indiana
$28.3K +$220 +3 +0.8%
USCWA
111
U.S. Capital Wealth Advisors
Texas
$22.9K +$23.1K +315 New
VF
112
VitalStone Financial
Texas
$20K +$22.1K +301 New
FGAM
113
Financial Gravity Asset Management
Texas
$17.2K -$26K -354 -83%
JMF
114
Johnson Midwest Financial
Iowa
$15K
HWM
115
HighMark Wealth Management
Minnesota
$14.5K +$14.7K +200 New
AIC
116
Archer Investment Corporation
Indiana
$13.1K
KTC
117
Kistler-Tiffany Companies
Pennsylvania
$10.3K
NA
118
NewEdge Advisors
Louisiana
$7.86K +$36.7K +501 +2%
GGI
119
Godsey & Gibb Inc
Virginia
$6.91K +$6.97K +95 New
PCA
120
Providence Capital Advisors
North Carolina
$5.45K
GWMI
121
Guardian Wealth Management (Illinois)
Illinois
$5.03K +$73 +1 +1%
Carson Wealth (CWM LLC)
122
Carson Wealth (CWM LLC)
Nebraska
$5K -$1.39K -19 -22%
ACA
123
Aptus Capital Advisors
Alabama
$3.85K -$3.67K -50 -49%
AC
124
AlphaCore Capital
California
$3.27K
BTI
125
Blue Trust Inc
Georgia
$3K +$3.67K +50 New

RSPG Hedge Fund Activity: Q4 2022 in Review

128 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Equal Weight Energy ETF (RSPG) for Q4 2022, worth a combined $321M — up 33% from $242M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new RSPG positions and 5 closed out — a net gain of 17 holders — while 56 added to existing stakes and 35 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $10.4M. The largest seller was Ameriprise, cutting an estimated $3.25M.

  • 128 institutional investors held Invesco S&P 500 Equal Weight Energy ETF (RSPG) as of Q4 2022, up from 113 in Q3 2022.
  • Funds reported $321M of Invesco S&P 500 Equal Weight Energy ETF stock for Q4 2022, up 33% quarter-over-quarter.
  • 22 funds opened new Invesco S&P 500 Equal Weight Energy ETF positions in Q4 2022 and 5 closed out, a net change of +17 holders.
  • The largest Invesco S&P 500 Equal Weight Energy ETF buyer in Q4 2022 was Morgan Stanley, an estimated $10.4M added.
  • The largest Invesco S&P 500 Equal Weight Energy ETF seller in Q4 2022 was Ameriprise, an estimated $3.25M sold.

Based on aggregated 13F filings for Q4 2022.