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Invesco S&P 500 Equal Weight Energy ETF
RSPG

118 hedge funds and large institutions have $297M invested in Invesco S&P 500 Equal Weight Energy ETF in 2022 Q1 according to their latest regulatory filings, with 40 funds opening new positions, 37 increasing their positions, 29 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

400% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 8

200% more funds holding in top 10

Funds holding in top 10: 1 → 3 (+2)

86% more capital invested

Capital invested by funds: $160M → $297M (+$137M)

33% more funds holding

Funds holding: 89 → 118 (+29)

28% more repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 29

6.67% less ownership

Funds ownership: 59.9% → 53.24% (-6.7%)

Holders
118
Holders Change
+29
Holders Change %
+32.58%
% of All Funds
1.86%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.05%
New
40
Increased
37
Reduced
29
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MAC
Mason & Associates (California)
California
+$11.1M
2
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$8.36M
3
UBS Group
UBS Group
Switzerland
+$8.08M
4
FHC
First Heartland Consultants
Missouri
+$7.91M
5
AWM
AE Wealth Management
Kansas
+$6.7M

Top Sellers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$8.03M
2
WP
WealthShield Partners
North Carolina
-$6.22M
3
OMC
Old Mission Capital
Illinois
-$3.13M
4
CMP
Courage Miller Partners
Virginia
-$2.27M
5
MSA
McAlister Sweet & Associates
Texas
-$2.15M
Name Holding Trade Value Shares
Change 		Change in
Stake
UBS Group
1
UBS Group
Switzerland
$58.1M +$8.08M +135,125 +19%
Bank of America
2
Bank of America
North Carolina
$40.4M +$2.94M +49,199 +9%
Ameriprise
3
Ameriprise
Minnesota
$15.6M -$788K -13,186 -5%
Morgan Stanley
4
Morgan Stanley
New York
$14.2M +$4.27M +71,460 +51%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$13.6M +$8.36M +139,934 +228%
MAC
6
Mason & Associates (California)
California
$12.5M +$11.1M +186,154 New
BHWA
7
Beacon Harbor Wealth Advisors
Virginia
$10.7M -$1.43M -23,927 -13%
Osaic Holdings
8
Osaic Holdings
Arizona
$10.5M +$2.1M +35,075 +69%
LPL Financial
9
LPL Financial
California
$9.32M +$5.42M +90,631 +190%
RJFSA
10
Raymond James Financial Services Advisors
Florida
$9.18M +$5.94M +99,418 +270%
FHC
11
First Heartland Consultants
Missouri
$8.91M +$7.91M +132,304 New
Wells Fargo
12
Wells Fargo
California
$8.05M +$3.76M +62,879 +111%
AWM
13
AE Wealth Management
Kansas
$7.55M +$6.7M +112,155 New
HighTower Advisors
14
HighTower Advisors
Illinois
$5.02M +$461K +7,718 +12%
Stifel Financial
15
Stifel Financial
Missouri
$4.27M +$3.24M +54,131 +583%
OC
16
Oarsman Capital
Wisconsin
$3.88M -$738K -12,347 -18%
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$3.81M +$118K +1,970 +4%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$3.35M -$8.03M -134,406 -73%
WP
19
WealthShield Partners
North Carolina
$3.33M -$6.22M -104,132 -68%
CFG
20
CMC Financial Group
Georgia
$3.33M +$2.81M +47,076 New
Janney Montgomery Scott
21
Janney Montgomery Scott
Pennsylvania
$2.66M +$91.9K +1,538 +4%
FIM
22
Freedom Investment Management
Connecticut
$2.6M +$1.17M +19,511 +102%
GSC
23
G&S Capital
Colorado
$2.53M +$2.25M +37,582 New
SAM
24
Synergy Asset Management
Washington
$2.35M +$2.09M +34,943 New
TA
25
TKG Advisors
Indiana
$2.32M +$2.06M +34,424 New
1
2 3 4 5

RSPG Hedge Fund Activity: Q1 2022 in Review

118 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Equal Weight Energy ETF (RSPG) for Q1 2022, worth a combined $297M — up 86% from $160M a quarter earlier.

Buyers outnumbered sellers: 40 funds opened new RSPG positions and 8 closed out — a net gain of 32 holders — while 37 added to existing stakes and 29 trimmed.

The largest buyer was Mason & Associates (California), opening a new position worth an estimated $11.1M. The largest seller was Royal Bank of Canada, cutting an estimated $8.03M.

  • 118 institutional investors held Invesco S&P 500 Equal Weight Energy ETF (RSPG) as of Q1 2022, up from 89 in Q4 2021.
  • Funds reported $297M of Invesco S&P 500 Equal Weight Energy ETF stock for Q1 2022, up 86% quarter-over-quarter.
  • 40 funds opened new Invesco S&P 500 Equal Weight Energy ETF positions in Q1 2022 and 8 closed out, a net change of +32 holders.
  • The largest Invesco S&P 500 Equal Weight Energy ETF buyer in Q1 2022 was Mason & Associates (California), an estimated $11.1M added.
  • The largest Invesco S&P 500 Equal Weight Energy ETF seller in Q1 2022 was Royal Bank of Canada, an estimated $8.03M sold.

Based on aggregated 13F filings for Q1 2022.