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Invesco S&P 500 Equal Weight Energy ETF

41 hedge funds and large institutions have $74.9M invested in Invesco S&P 500 Equal Weight Energy ETF in 2016 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 21 increasing their positions, 7 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 7

29% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 7

13% more capital invested

Capital invested by funds: $66.1M → $74.9M (+$8.75M)

5% more funds holding

Funds holding: 3941 (+2)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

1.2% less ownership

Funds ownership: 41.91%40.71% (-1.2%)

Holders
41
Holders Change
+2
Holders Change %
+5.13%
% of All Funds
1.09%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
9
Increased
21
Reduced
7
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
OWM
1
Orgel Wealth Management
Wisconsin
$39.2M +$3.2M +72,381 +10%
Bank of America
2
Bank of America
North Carolina
$7.19M +$270K +6,095 +4%
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$6.99M +$6.39M +144,454 New
UBS Group
4
UBS Group
Switzerland
$4.6M -$254K -5,737 -6%
Morgan Stanley
5
Morgan Stanley
New York
$3.36M +$736K +16,639 +32%
TPW
6
Tiller Private Wealth
Pennsylvania
$2.23M +$468K +10,571 +30%
LPL Financial
7
LPL Financial
California
$1.32M +$227K +5,134 +22%
Jane Street
8
Jane Street
New York
$1.16M +$620K +14,024 +142%
HighTower Advisors
9
HighTower Advisors
Illinois
$1.03M +$418K +9,441 +80%
OA
10
Oxbow Advisors
Texas
$927K -$48.7K -1,100 -5%
CMP
11
Courage Miller Partners
Virginia
$836K +$77.4K +1,749 +11%
RJA
12
Raymond James & Associates
Florida
$732K -$1.21M -27,318 -64%
GAM
13
Garrison Asset Management
Arkansas
$669K +$3.1K +70 +0.5%
Susquehanna International Group
14
Susquehanna International Group
Pennsylvania
$616K -$364K -8,222 -39%
NPC
15
National Planning Corporation
California
$591K +$495K +11,184 New
RCAG
16
Rehmann Capital Advisory Group
Michigan
$348K +$51.5K +1,165 +19%
Truist Financial
17
Truist Financial
North Carolina
$339K +$310K +7,000 New
SPC
18
Sigma Planning Corp
Michigan
$324K +$296K +6,695 New
CWM
19
Concert Wealth Management
California
$300K +$177 +4 +0.1%
Wells Fargo
20
Wells Fargo
California
$270K +$75.2K +1,699 +44%
GI
21
Gradient Investments
Minnesota
$267K +$153K +3,456 +168%
ICOA
22
Investment Centers of America
North Dakota
$222K
KIA
23
KCM Investment Advisors
California
$209K +$191K +4,317 New
MFS
24
MSI Financial Services
Massachusetts
$204K +$27.3K +617 +17%
CAM
25
Concorde Asset Management
Michigan
$202K +$184K +4,169 New

RSPG Hedge Fund Activity: Q1 2016 in Review

41 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Equal Weight Energy ETF (RSPG) for Q1 2016, worth a combined $74.9M — up 13% from $66.1M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new RSPG positions and 7 closed out — a net gain of 2 holders — while 21 added to existing stakes and 7 trimmed.

The largest buyer was Commonwealth Equity Services, opening a new position worth an estimated $6.39M. The largest seller was Citadel Advisors, exiting entirely with an estimated $2.26M sold.

  • 41 institutional investors held Invesco S&P 500 Equal Weight Energy ETF (RSPG) as of Q1 2016, up from 39 in Q4 2015.
  • Funds reported $74.9M of Invesco S&P 500 Equal Weight Energy ETF stock for Q1 2016, up 13% quarter-over-quarter.
  • 9 funds opened new Invesco S&P 500 Equal Weight Energy ETF positions in Q1 2016 and 7 closed out, a net change of +2 holders.
  • The largest Invesco S&P 500 Equal Weight Energy ETF buyer in Q1 2016 was Commonwealth Equity Services, an estimated $6.39M added.
  • The largest Invesco S&P 500 Equal Weight Energy ETF seller in Q1 2016 was Citadel Advisors, an estimated $2.26M sold.

Based on aggregated 13F filings for Q1 2016.