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Invesco S&P 500 Equal Weight Energy ETF

128 hedge funds and large institutions have $279M invested in Invesco S&P 500 Equal Weight Energy ETF in 2023 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 49 increasing their positions, 42 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

50% more call options, than puts

Call options by funds: $184K | Put options by funds: $123K

17% more repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 42

11% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 19

0% more funds holding

Funds holding: 128128 (0)

0.43% less ownership

Funds ownership: 55.9%55.47% (-0.43%)

13% less capital invested

Capital invested by funds: $321M → $279M (-$41.9M)

Holders
128
Holders Change
Holders Change %
0%
% of All Funds
2.04%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
21
Increased
49
Reduced
42
Closed
19
Calls
$184K
Puts
$123K
Net Calls
+$61K
Net Calls Change
-$99K
Name Holding Trade Value Shares
Change
Change in
Stake
NA
101
NewEdge Advisors
Louisiana
$51.7K -$1.73M -24,402 -97%
TWM
102
Tradition Wealth Management
Minnesota
$47K +$426 +6 +0.9%
FFA
103
Founders Financial Alliance
North Carolina
$43.7K +$1.42K +20 +3%
HGERS
104
Householder Group Estate & Retirement Specialist
Arizona
$38K +$39.3K +553 New
GRP
105
Global Retirement Partners
California
$34.1K -$33.7K -475 -48%
CIAS
106
Capital Investment Advisory Services
North Carolina
$32.8K +$284 +4 +0.8%
ASN
107
Advisory Services Network
Georgia
$30.8K +$32K +451 New
CFD
108
Creative Financial Designs
Indiana
$26.8K +$142 +2 +0.5%
JMF
109
Johnson Midwest Financial
Iowa
$13.8K
HWM
110
HighMark Wealth Management
Minnesota
$13.7K
S
111
SignatureFD
Georgia
$12.9K +$13.4K +189 New
LC
112
Lindbrook Capital
California
$12.9K +$13.4K +189 New
AIC
113
Archer Investment Corporation
Indiana
$12.3K
KTC
114
Kistler-Tiffany Companies
Pennsylvania
$9.7K
Commonwealth Equity Services
115
Commonwealth Equity Services
Massachusetts
$8.41K -$2.11M -29,718 -19%
GGI
116
Godsey & Gibb Inc
Virginia
$6.49K
PCA
117
Providence Capital Advisors
North Carolina
$5.13K
Carson Wealth (CWM LLC)
118
Carson Wealth (CWM LLC)
Nebraska
$5K
GWMI
119
Guardian Wealth Management (Illinois)
Illinois
$4.77K +$71 +1 +1%
SIS
120
Strategic Investment Solutions
Illinois
$4.65K +$4.83K +68 New
BTI
121
Blue Trust Inc
Georgia
$4K
AAS
122
Ameritas Advisory Services
Nebraska
$3.54K +$3.55K +50 New
ACA
123
Aptus Capital Advisors
Alabama
$3.42K -$213 -3 -6%
AC
124
AlphaCore Capital
California
$3.08K
FGAM
125
Financial Gravity Asset Management
Texas
$1.66K -$355 -5 -7%

RSPG Hedge Fund Activity: Q1 2023 in Review

128 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Equal Weight Energy ETF (RSPG) for Q1 2023, worth a combined $279M — down 13% from $321M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new RSPG positions and 19 closed out — a net gain of 2 holders — while 49 added to existing stakes and 42 trimmed.

The largest buyer was Lanham O'Dell & Company, opening a new position worth an estimated $5.04M. The largest seller was WCG Wealth Advisors, exiting entirely with an estimated $10.8M sold.

  • 128 institutional investors held Invesco S&P 500 Equal Weight Energy ETF (RSPG) as of Q1 2023, unchanged from Q4 2022.
  • Funds reported $279M of Invesco S&P 500 Equal Weight Energy ETF stock for Q1 2023, down 13% quarter-over-quarter.
  • 21 funds opened new Invesco S&P 500 Equal Weight Energy ETF positions in Q1 2023 and 19 closed out, a net change of +2 holders.
  • The largest Invesco S&P 500 Equal Weight Energy ETF buyer in Q1 2023 was Lanham O'Dell & Company, an estimated $5.04M added.
  • The largest Invesco S&P 500 Equal Weight Energy ETF seller in Q1 2023 was WCG Wealth Advisors, an estimated $10.8M sold.

Based on aggregated 13F filings for Q1 2023.