Invesco S&P 500 Equal Weight Energy ETF
RSPG
139 hedge funds and large institutions have $311M invested in Invesco S&P 500 Equal Weight Energy ETF in 2023 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 47 increasing their positions, 44 reducing their positions, and 12 closing their positions.
233% more call options, than puts
Call options by funds: $767K | Put options by funds: $230K
125% more first-time investments, than exits
New positions opened: 27 | Existing positions closed: 12
21% more capital invested
Capital invested by funds: $258M → $311M (+$53.2M)
11% more funds holding
Funds holding: 125 → 139 (+14)
7% more repeat investments, than reductions
Existing positions increased: 47 | Existing positions reduced: 44
0.05% more ownership
Funds ownership: 53.19% → 53.24% (+0.05%)
67% less funds holding in top 10
Funds holding in top 10: 3 → 1 (-2)
Top Buyers
| 1 |
Morgan Stanley
New York
|
+$12.1M |
| 2 |
B
Bensler
Bellevue,
Washington
|
+$10M |
| 3 |
CFG
CMC Financial Group
Atlanta,
Georgia
|
+$6.1M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
+$5.51M |
| 5 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
+$5.27M |
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
MLA
151
MB, Levis & Associates
Center Valley,
Pennsylvania
| – | -$3.42K | -50 | Closed |
|
|
AC
152
AlphaCore Capital
La Jolla,
California
| – | -$3.08K | -45 | Closed |
|
153
Citigroup
New York
| – | -$411 | -6 | Closed |
|
RSPG Hedge Fund Activity: Q3 2023 in Review
139 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Equal Weight Energy ETF (RSPG) for Q3 2023, worth a combined $311M — up 21% from $258M a quarter earlier.
Buyers outnumbered sellers: 27 funds opened new RSPG positions and 12 closed out — a net gain of 15 holders — while 47 added to existing stakes and 44 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $12.1M. The largest seller was Mason & Associates (California), cutting an estimated $17.6M.
- 139 institutional investors held Invesco S&P 500 Equal Weight Energy ETF (RSPG) as of Q3 2023, up from 125 in Q2 2023.
- Funds reported $311M of Invesco S&P 500 Equal Weight Energy ETF stock for Q3 2023, up 21% quarter-over-quarter.
- 27 funds opened new Invesco S&P 500 Equal Weight Energy ETF positions in Q3 2023 and 12 closed out, a net change of +15 holders.
- The largest Invesco S&P 500 Equal Weight Energy ETF buyer in Q3 2023 was Morgan Stanley, an estimated $12.1M added.
- The largest Invesco S&P 500 Equal Weight Energy ETF seller in Q3 2023 was Mason & Associates (California), an estimated $17.6M sold.
Based on aggregated 13F filings for Q3 2023.