Invesco S&P 500 Equal Weight Energy ETF
RSPG
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.
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: 113 → 128 (+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: 2 → 1 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$10.4M |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$5.34M |
| 3 |
Wells Fargo
San Francisco,
California
|
+$4.66M |
| 4 |
LPL Financial
San Diego,
California
|
+$4.13M |
| 5 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$3.86M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
-$3.25M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.52M |
| 3 |
Prudential Financial
Newark,
New Jersey
|
-$1.4M |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$1.3M |
| 5 |
TRCT
Tower Research Capital (TRC)
New York
|
-$1.22M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
MSCM
126
McElhenny Sheffield Capital Management
Dallas,
Texas
| $1.82K | +$1.83K | +25 | New |
|
127
National Bank of Canada
Montreal,
Quebec, Canada
| $1.45K | – | – | – |
|
|
PAG
128
Private Advisor Group
Morristown,
New Jersey
| $1.38K | -$43.1K | -588 | -3% |
|
|
BAM
129
Belpointe Asset Management
Reno,
Nevada
| $800 | +$807 | +11 | New |
|
|
130
Prudential Financial
Newark,
New Jersey
| – | -$1.4M | -22,450 | Closed |
|
|
FA
131
Flagstar Advisors
New York
| – | -$48.2K | -789 | Closed |
|
|
HGERS
132
Householder Group Estate & Retirement Specialist
Scottsdale,
Arizona
| – | -$33K | -553 | Closed |
|
|
WB
133
West Bancorporation
West Des Moines,
Iowa
| – | -$10K | -165 | Closed |
|
|
GI
134
Gradient Investments
Arden Hills,
Minnesota
| – | -$3K | -50 | Closed |
|
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.