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Invesco S&P 500 Equal Weight Energy ETF

54 hedge funds and large institutions have $133M invested in Invesco S&P 500 Equal Weight Energy ETF in 2018 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 26 increasing their positions, 13 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

100% more repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 13

1.32% more ownership

Funds ownership: 51.37%52.69% (+1.3%)

0% more capital invested

Capital invested by funds: $133M → $133M (+$78.2K)

13% less funds holding

Funds holding: 6254 (-8)

50% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 16

Holders
54
Holders Change
-8
Holders Change %
-12.9%
% of All Funds
1.23%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
8
Increased
26
Reduced
13
Closed
16
Calls
Puts
Net Calls
Net Calls Change

RSPG Hedge Fund Activity: Q1 2018 in Review

54 of the 4,373 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Equal Weight Energy ETF (RSPG) for Q1 2018, worth a combined $133M — up 0.06% from $133M a quarter earlier.

Sellers outnumbered buyers: 16 funds closed out of RSPG and 8 opened new positions — a net loss of 8 holders — while 13 trimmed existing stakes and 26 added.

The largest buyer was Tradewinds Capital Management, adding an estimated $11.4M. The largest seller was Morgan Stanley, cutting an estimated $2.77M.

  • 54 institutional investors held Invesco S&P 500 Equal Weight Energy ETF (RSPG) as of Q1 2018, down from 62 in Q4 2017.
  • Funds reported $133M of Invesco S&P 500 Equal Weight Energy ETF stock for Q1 2018, up 0.06% quarter-over-quarter.
  • 8 funds opened new Invesco S&P 500 Equal Weight Energy ETF positions in Q1 2018 and 16 closed out, a net change of -8 holders.
  • The largest Invesco S&P 500 Equal Weight Energy ETF buyer in Q1 2018 was Tradewinds Capital Management, an estimated $11.4M added.
  • The largest Invesco S&P 500 Equal Weight Energy ETF seller in Q1 2018 was Morgan Stanley, an estimated $2.77M sold.

Based on aggregated 13F filings for Q1 2018.