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Invesco S&P 500 Equal Weight Energy ETF
RSPG

136 hedge funds and large institutions have $315M invested in Invesco S&P 500 Equal Weight Energy ETF in 2024 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 40 increasing their positions, 49 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 2 → 4 (+2)

0.66% less ownership

Funds ownership: 55.34% → 54.68% (-0.66%)

4% less first-time investments, than exits

New positions opened: 22 | Existing positions closed: 23

4% less funds holding

Funds holding: 141 → 136 (-5)

6% less capital invested

Capital invested by funds: $335M → $315M (-$20.1M)

18% less repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 49

Holders
136
Holders Change
-5
Holders Change %
-3.55%
% of All Funds
1.96%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
22
Increased
40
Reduced
49
Closed
23
Calls
$65K
Puts
–
Net Calls
+$65K
Net Calls Change
+$32K

Top Buyers

Rank Fund Capital Flow
1
NWM
Napa Wealth Management
California
+$2.94M
2
DIP
Davis Investment Partners
North Carolina
+$2.61M
3
SWM
StoneCrest Wealth Management
Arizona
+$2.04M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$1.61M
5
Morgan Stanley
Morgan Stanley
New York
+$877K

Top Sellers

Rank Fund Capital Flow
1
PG
Prostatis Group
Maryland
-$3.5M
2
Bank of America
Bank of America
North Carolina
-$3.41M
3
KC
Kadensa Capital
Hong Kong
-$2.72M
4
SWP
Stratos Wealth Partners
Ohio
-$2.52M
5
CMP
Courage Miller Partners
Virginia
-$2.11M
Name Holding Trade Value Shares
Change 		Change in
Stake
GWM
101
Geneos Wealth Management
Colorado
$209K +$10K +123 +5%
TWM
102
Tradition Wealth Management
Minnesota
$204K +$206K +2,525 New
PTC
103
Private Trust Company
Ohio
$192K – – –
HWA
104
HHM Wealth Advisors
Tennessee
$167K +$75.1K +920 +80%
AWM
105
Activest Wealth Management
Florida
$163K – – –
HI
106
Harbour Investments
Wisconsin
$144K +$490 +6 +0.3%
HNB
107
Hilltop National Bank
Wyoming
$137K – – –
CF
108
Centaurus Financial
California
$137K +$139K +1,700 New
Northwestern Mutual Wealth Management
109
Northwestern Mutual Wealth Management
Wisconsin
$129K -$85.8K -1,051 -40%
CIA
110
Cape Investment Advisory
Georgia
$116K – – –
IAIM
111
International Assets Investment Management
Florida
$106K +$107K +1,315 New
TF
112
Tompkins Financial
New York
$96.8K – – –
Carson Wealth (CWM LLC)
113
Carson Wealth (CWM LLC)
Nebraska
$89K +$5.55K +68 +7%
WT
114
Whittier Trust
California
$80.6K +$81.7K +1,000 New
TH
115
TCTC Holdings
Texas
$60.4K +$61.2K +749 New
FFA
116
Founders Financial Alliance
North Carolina
$52K +$245 +3 +0.5%
CFD
117
Creative Financial Designs
Indiana
$43.5K +$11.6K +142 +36%
CIAS
118
Capital Investment Advisory Services
North Carolina
$39.9K +$163 +2 +0.4%
HIA
119
Harbor Investment Advisory
Maryland
$36.3K – – –
GRP
120
Global Retirement Partners
California
$34.5K +$163 +2 +0.5%
NA
121
NewEdge Advisors
Louisiana
$29.8K -$2.29K -28 -7%
CPG
122
Custom Portfolio Group
Colorado
$29K -$107K -1,311 -78%
IA
123
IFP Advisors
Florida
$28.1K – – –
GJWM
124
Gilliland Jeter Wealth Management
Arkansas
$24.2K – – –
TSMHT
125
Thurston Springer Miller Herd & Titak
Indiana
$24.2K +$24.5K +300 New
3 4
5
6 7

RSPG Hedge Fund Activity: Q2 2024 in Review

136 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Equal Weight Energy ETF (RSPG) for Q2 2024, worth a combined $315M — down 6% from $335M a quarter earlier.

Sellers outnumbered buyers: 23 funds closed out of RSPG and 22 opened new positions — a net loss of 1 holder — while 49 trimmed existing stakes and 40 added.

The largest buyer was Napa Wealth Management, opening a new position worth an estimated $2.94M. The largest seller was Prostatis Group, exiting entirely with an estimated $3.5M sold.

  • 136 institutional investors held Invesco S&P 500 Equal Weight Energy ETF (RSPG) as of Q2 2024, down from 141 in Q1 2024.
  • Funds reported $315M of Invesco S&P 500 Equal Weight Energy ETF stock for Q2 2024, down 6% quarter-over-quarter.
  • 22 funds opened new Invesco S&P 500 Equal Weight Energy ETF positions in Q2 2024 and 23 closed out, a net change of -1 holder.
  • The largest Invesco S&P 500 Equal Weight Energy ETF buyer in Q2 2024 was Napa Wealth Management, an estimated $2.94M added.
  • The largest Invesco S&P 500 Equal Weight Energy ETF seller in Q2 2024 was Prostatis Group, an estimated $3.5M sold.

Based on aggregated 13F filings for Q2 2024.