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 %
Envestnet Portfolio Solutions
101
Envestnet Portfolio Solutions
Illinois
$206K +$206K +2,793 New
CIBC World Market
102
CIBC World Market
Ontario, Canada
$204K +$204K +2,770 New
TRCT
103
Tower Research Capital (TRC)
New York
$195K -$169K -2,298 -46%
Northwestern Mutual Wealth Management
104
Northwestern Mutual Wealth Management
Wisconsin
$176K +$5.6K +76 +3%
PTC
105
Private Trust Company
Ohio
$175K – – –
NFA
106
Northwest Financial Advisors
Virginia
$173K +$173K +2,347 New
BWM
107
BKM Wealth Management
Wisconsin
$153K +$153K +2,080 New
AWM
108
Activest Wealth Management
Florida
$149K – – –
HI
109
Harbour Investments
Wisconsin
$131K +$590 +8 +0.5%
TWM
110
Tradition Wealth Management
Minnesota
$130K +$79.1K +1,076 +155%
CPG
111
Custom Portfolio Group
Colorado
$123K +$123K +1,688 New
Fidelity Investments
112
Fidelity Investments
Massachusetts
$116K +$47.4K +643 +69%
HWA
113
HHM Wealth Advisors
Tennessee
$112K – – –
Carson Wealth (CWM LLC)
114
Carson Wealth (CWM LLC)
Nebraska
$111K +$73.8K +1,000 +198%
CIA
115
Cape Investment Advisory
Georgia
$106K – – –
TF
116
Tompkins Financial
New York
$88.5K – – –
FFA
117
Founders Financial Alliance
North Carolina
$47.1K +$369 +5 +0.8%
HGERS
118
Householder Group Estate & Retirement Specialist
Arizona
$40K – – –
CIAS
119
Capital Investment Advisory Services
North Carolina
$36.1K +$295 +4 +0.8%
RFA
120
Resurgent Financial Advisors
Georgia
$35.6K +$147 +2 +0.4%
HIA
121
Harbor Investment Advisory
Maryland
$33.2K – – –
PNC Financial Services Group
122
PNC Financial Services Group
Pennsylvania
$30K +$28.8K +390 +2,294%
GRP
123
Global Retirement Partners
California
$30K -$6.91K -98 -19%
NA
124
NewEdge Advisors
Louisiana
$29.2K -$7.08K -96 -20%
CFD
125
Creative Financial Designs
Indiana
$29.2K +$147 +2 +0.5%
3 4
5
6 7