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Invesco S&P 500 Equal Weight Energy ETF

41 hedge funds and large institutions have $28.4M invested in Invesco S&P 500 Equal Weight Energy ETF in 2020 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 12 increasing their positions, 10 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 10

19.02% more ownership

Funds ownership: 50.23%69.25% (+19%)

34% less funds holding

Funds holding: 6241 (-21)

58% less capital invested

Capital invested by funds: $67.2M → $28.4M (-$38.8M)

67% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 27

Holders
41
Holders Change
-21
Holders Change %
-33.87%
% of All Funds
0.9%
Holding in Top 10
3
Holding in Top 10 Change
+3
Holding in Top 10 Change %
% of All Funds
0.07%
New
9
Increased
12
Reduced
10
Closed
27
Calls
Puts
Net Calls
Net Calls Change

RSPG Hedge Fund Activity: Q1 2020 in Review

41 of the 4,547 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Equal Weight Energy ETF (RSPG) for Q1 2020, worth a combined $28.4M — down 58% from $67.2M a quarter earlier.

Sellers outnumbered buyers: 27 funds closed out of RSPG and 9 opened new positions — a net loss of 18 holders — while 10 trimmed existing stakes and 12 added.

The largest buyer was CMC Financial Group, opening a new position worth an estimated $12M. The largest seller was RiverFront Investment Group, exiting entirely with an estimated $15.3M sold.

  • 41 institutional investors held Invesco S&P 500 Equal Weight Energy ETF (RSPG) as of Q1 2020, down from 62 in Q4 2019.
  • Funds reported $28.4M of Invesco S&P 500 Equal Weight Energy ETF stock for Q1 2020, down 58% quarter-over-quarter.
  • 9 funds opened new Invesco S&P 500 Equal Weight Energy ETF positions in Q1 2020 and 27 closed out, a net change of -18 holders.
  • The largest Invesco S&P 500 Equal Weight Energy ETF buyer in Q1 2020 was CMC Financial Group, an estimated $12M added.
  • The largest Invesco S&P 500 Equal Weight Energy ETF seller in Q1 2020 was RiverFront Investment Group, an estimated $15.3M sold.

Based on aggregated 13F filings for Q1 2020.