Invesco S&P 500 Equal Weight Energy ETF
RSPG
146 hedge funds and large institutions have $353M invested in Invesco S&P 500 Equal Weight Energy ETF in 2023 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 57 increasing their positions, 42 reducing their positions, and 18 closing their positions.
200% more funds holding in top 10
Funds holding in top 10: 1 → 3 (+2)
50% more first-time investments, than exits
New positions opened: 27 | Existing positions closed: 18
36% more repeat investments, than reductions
Existing positions increased: 57 | Existing positions reduced: 42
13% more capital invested
Capital invested by funds: $311M → $353M (+$41.8M)
9.21% more ownership
Funds ownership: 53.24% → 62.46% (+9.2%)
5% more funds holding
Funds holding: 139 → 146 (+7)
44% less call options, than puts
Call options by funds: $37K | Put options by funds: $66K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$27.5M |
| 2 |
FAM
Flaharty Asset Management
Clearwater,
Florida
|
+$19.2M |
| 3 |
RBCM
Raub Brock Capital Management
Larkspur,
California
|
+$7.78M |
| 4 |
PG
Prostatis Group
Hanover,
Maryland
|
+$6.35M |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
+$6.02M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CFG
CMC Financial Group
Atlanta,
Georgia
|
-$9.75M |
| 2 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
-$4.89M |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$4.28M |
| 4 |
B
Bensler
Bellevue,
Washington
|
-$2.91M |
| 5 |
MCC
Money Concepts Capital
Palm Beach Gardens,
Florida
|
-$2.85M |
RSPG Hedge Fund Activity: Q4 2023 in Review
146 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Equal Weight Energy ETF (RSPG) for Q4 2023, worth a combined $353M — up 13% from $311M a quarter earlier.
Buyers outnumbered sellers: 27 funds opened new RSPG positions and 18 closed out — a net gain of 9 holders — while 57 added to existing stakes and 42 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $27.5M. The largest seller was CMC Financial Group, cutting an estimated $9.75M.
- 146 institutional investors held Invesco S&P 500 Equal Weight Energy ETF (RSPG) as of Q4 2023, up from 139 in Q3 2023.
- Funds reported $353M of Invesco S&P 500 Equal Weight Energy ETF stock for Q4 2023, up 13% quarter-over-quarter.
- 27 funds opened new Invesco S&P 500 Equal Weight Energy ETF positions in Q4 2023 and 18 closed out, a net change of +9 holders.
- The largest Invesco S&P 500 Equal Weight Energy ETF buyer in Q4 2023 was Morgan Stanley, an estimated $27.5M added.
- The largest Invesco S&P 500 Equal Weight Energy ETF seller in Q4 2023 was CMC Financial Group, an estimated $9.75M sold.
Based on aggregated 13F filings for Q4 2023.