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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
HWM
126
HighMark Wealth Management
Minnesota
$15.3K
AIC
127
Archer Investment Corporation
Indiana
$13.7K
AG
128
AmeriFlex Group
Nevada
$11.5K +$11.7K +146 New
PS
129
Principal Securities
Iowa
$7.94K +$1.44K +18 +21%
AF
130
Allworth Financial
California
$7.17K -$2K -25 -23%
SIS
131
Strategic Investment Solutions
Illinois
$5.19K
ACA
132
Aptus Capital Advisors
Alabama
$3.82K
FGC
133
Financial Gravity Companies
Texas
$2.14K +$639 +8 +40%
National Bank of Canada
134
National Bank of Canada
Quebec, Canada
$1.53K
TH
135
TCTC Holdings
Texas
$305
FDW
136
Fourth Dimension Wealth
Ohio
$229 +$240 +3 New
EH
137
Equitable Holdings
New York
-$5.31M -69,333 Closed
Jane Street
138
Jane Street
New York
-$640K -8,346 Closed
FTUS
139
Flow Traders U.S.
New York
-$485K -6,330 Closed
PMG
140
ProVise Management Group
Florida
-$318K -4,149 Closed
SP
141
Stonebrook Private
Michigan
-$264K -3,447 Closed
GS
142
GTS Securities
New York
-$240K -3,138 Closed
DWM
143
Denver Wealth Management
Colorado
-$238K -3,099 Closed
CIBC World Market
144
CIBC World Market
Ontario, Canada
-$212K -2,770 Closed
NFA
145
Northwest Financial Advisors
Virginia
-$180K -2,347 Closed
CF
146
Centaurus Financial
California
-$100K -1,310 Closed
TF
147
Tompkins Financial
New York
-$92K -1,200 Closed
Franklin Resources
148
Franklin Resources
California
-$50.7K -625 Closed
MIM
149
Macroview Investment Management
Maryland
-$19.3K -252 Closed
PNC Financial Services Group
150
PNC Financial Services Group
Pennsylvania
-$5.9K -77 Closed

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.