Invesco S&P 500 Equal Weight Energy ETF
RSPG
89 hedge funds and large institutions have $160M invested in Invesco S&P 500 Equal Weight Energy ETF in 2021 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 32 increasing their positions, 16 reducing their positions, and 6 closing their positions.
400% more first-time investments, than exits
New positions opened: 30 | Existing positions closed: 6
100% more repeat investments, than reductions
Existing positions increased: 32 | Existing positions reduced: 16
54% more capital invested
Capital invested by funds: $104M → $160M (+$56.2M)
33% more funds holding
Funds holding: 67 → 89 (+22)
3.11% more ownership
Funds ownership: 56.79% → 59.9% (+3.1%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BHWA
Beacon Harbor Wealth Advisors
Virginia Beach,
Virginia
|
+$8.94M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$7.78M |
| 3 |
WP
WealthShield Partners
Cary,
North Carolina
|
+$7.52M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
+$4.79M |
| 5 |
OMC
Old Mission Capital
Chicago,
Illinois
|
+$3.22M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SAM
Synergy Asset Management
Vancouver,
Washington
|
-$4.65M |
| 2 |
SPIA
Steward Partners Investment Advisory
New York
|
-$1.35M |
| 3 |
CF
Centaurus Financial
Anaheim,
California
|
-$475K |
| 4 |
SAM
SignalPoint Asset Management
Springfield,
Missouri
|
-$351K |
| 5 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$297K |
RSPG Hedge Fund Activity: Q4 2021 in Review
89 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Equal Weight Energy ETF (RSPG) for Q4 2021, worth a combined $160M — up 54% from $104M a quarter earlier.
Buyers outnumbered sellers: 30 funds opened new RSPG positions and 6 closed out — a net gain of 24 holders — while 32 added to existing stakes and 16 trimmed.
The largest buyer was Beacon Harbor Wealth Advisors, opening a new position worth an estimated $8.94M. The largest seller was Synergy Asset Management, exiting entirely with an estimated $4.65M sold.
- 89 institutional investors held Invesco S&P 500 Equal Weight Energy ETF (RSPG) as of Q4 2021, up from 67 in Q3 2021.
- Funds reported $160M of Invesco S&P 500 Equal Weight Energy ETF stock for Q4 2021, up 54% quarter-over-quarter.
- 30 funds opened new Invesco S&P 500 Equal Weight Energy ETF positions in Q4 2021 and 6 closed out, a net change of +24 holders.
- The largest Invesco S&P 500 Equal Weight Energy ETF buyer in Q4 2021 was Beacon Harbor Wealth Advisors, an estimated $8.94M added.
- The largest Invesco S&P 500 Equal Weight Energy ETF seller in Q4 2021 was Synergy Asset Management, an estimated $4.65M sold.
Based on aggregated 13F filings for Q4 2021.