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Invesco S&P 500 Equal Weight Energy ETF

135 hedge funds and large institutions have $309M invested in Invesco S&P 500 Equal Weight Energy ETF in 2024 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 43 increasing their positions, 50 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

47% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 15

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

10% more capital invested

Capital invested by funds: $280M → $309M (+$29M)

5.58% more ownership

Funds ownership: 54.16%59.74% (+5.6%)

3% more funds holding

Funds holding: 131135 (+4)

14% less repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 50

Holders
135
Holders Change
+4
Holders Change %
+3.05%
% of All Funds
1.78%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.05%
New
22
Increased
43
Reduced
50
Closed
15
Calls
$122K
Puts
Net Calls
+$122K
Net Calls Change
+$91K
Name Holding Trade Value Shares
Change
Change in
Stake
TRCT
101
Tower Research Capital (TRC)
New York
$139K -$123K -1,544 -46%
HWA
102
HHM Wealth Advisors
Tennessee
$138K
HI
103
Harbour Investments
Wisconsin
$137K +$479 +6 +0.3%
CFD
104
Creative Financial Designs
Indiana
$130K +$719 +9 +0.5%
AWM
105
AE Wealth Management
Kansas
$112K +$117K +1,463 New
FIA
106
FPC Investment Advisory
California
$103K -$3M -37,563 -97%
CIA
107
Cape Investment Advisory
Georgia
$101K
WT
108
Whittier Trust
California
$76.4K
Carson Wealth (CWM LLC)
109
Carson Wealth (CWM LLC)
Nebraska
$73K -$7.99K -100 -9%
GWM
110
Geneos Wealth Management
Colorado
$66K
HNB
111
Hilltop National Bank
Wyoming
$51.3K -$49.6K -621 -48%
HR
112
Howe & Rusling
New York
$50.3K
FFA
113
Founders Financial Alliance
North Carolina
$49.9K +$319 +4 +0.6%
T
114
Tidemark
California
$41.6K +$43.5K +545 New
CIAS
115
Capital Investment Advisory Services
North Carolina
$38.3K +$240 +3 +0.6%
WI
116
Wintrust Investments
Illinois
$33K -$49.5K -620 -58%
GRP
117
Global Retirement Partners
California
$32.9K +$160 +2 +0.5%
NA
118
NewEdge Advisors
Louisiana
$28.3K +$80 +1 +0.3%
IA
119
IFP Advisors
Florida
$26.6K
SAM
120
Synergy Asset Management
Washington
$24.2K +$25.2K +316 New
TSMHT
121
Thurston Springer Miller Herd & Titak
Indiana
$22.9K
HIA
122
Harbor Investment Advisory
Maryland
$19.1K
AA
123
Ancora Advisors
Ohio
$18.9K
PC
124
Promus Capital
Illinois
$17.9K +$18.7K +234 New
US Bancorp
125
US Bancorp
Minnesota
$15.3K +$16K +201 New

RSPG Hedge Fund Activity: Q4 2024 in Review

135 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Equal Weight Energy ETF (RSPG) for Q4 2024, worth a combined $309M — up 10% from $280M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new RSPG positions and 15 closed out — a net gain of 7 holders — while 43 added to existing stakes and 50 trimmed.

The largest buyer was Bank of America, adding an estimated $18.3M. The largest seller was Osaic Holdings, cutting an estimated $6.19M.

  • 135 institutional investors held Invesco S&P 500 Equal Weight Energy ETF (RSPG) as of Q4 2024, up from 131 in Q3 2024.
  • Funds reported $309M of Invesco S&P 500 Equal Weight Energy ETF stock for Q4 2024, up 10% quarter-over-quarter.
  • 22 funds opened new Invesco S&P 500 Equal Weight Energy ETF positions in Q4 2024 and 15 closed out, a net change of +7 holders.
  • The largest Invesco S&P 500 Equal Weight Energy ETF buyer in Q4 2024 was Bank of America, an estimated $18.3M added.
  • The largest Invesco S&P 500 Equal Weight Energy ETF seller in Q4 2024 was Osaic Holdings, an estimated $6.19M sold.

Based on aggregated 13F filings for Q4 2024.