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Invesco S&P 500 Equal Weight Energy ETF

135 hedge funds and large institutions have $309M invested in Invesco S&P 500 Equal Weight Energy ETF in 2024 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 43 increasing their positions, 50 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

47% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 15

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

10% more capital invested

Capital invested by funds: $280M → $309M (+$29M)

5.58% more ownership

Funds ownership: 54.16%59.74% (+5.6%)

3% more funds holding

Funds holding: 131135 (+4)

14% less repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 50

Holders
135
Holders Change
+4
Holders Change %
+3.05%
% of All Funds
1.78%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.05%
New
22
Increased
43
Reduced
50
Closed
15
Calls
$122K
Puts
Net Calls
+$122K
Net Calls Change
+$91K
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$62.6M +$18.3M +228,857 +39%
FAM
2
Flaharty Asset Management
Florida
$25.6M -$536K -6,718 -2%
UBS Group
3
UBS Group
Switzerland
$23.6M +$311K +3,891 +1%
M
4
MATAURO
New York
$19.8M +$20.8M +259,904 New
Ameriprise
5
Ameriprise
Minnesota
$17.8M -$1.4M -17,525 -7%
Morgan Stanley
6
Morgan Stanley
New York
$12.6M -$1.52M -19,085 -10%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$11.5M +$1.11M +13,915 +10%
Raymond James Financial
8
Raymond James Financial
Florida
$10.1M +$10.5M +131,995 New
LPL Financial
9
LPL Financial
California
$9.76M -$1.2M -15,014 -11%
Wells Fargo
10
Wells Fargo
California
$8.11M -$823K -10,303 -9%
RBCM
11
Raub Brock Capital Management
California
$7.31M +$43.1K +540 +0.6%
HighTower Advisors
12
HighTower Advisors
Illinois
$6.62M +$22.8K +285 +0.3%
SFGP
13
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$4.5M +$4.71M +58,933 New
OC
14
Oarsman Capital
Wisconsin
$4.33M +$244K +3,062 +6%
AIP
15
Almanack Investment Partners
Pennsylvania
$4.02M +$168K +2,101 +4%
EFG
16
Ethos Financial Group
Pennsylvania
$4.02M +$4.2M +52,638 New
DIP
17
Davis Investment Partners
North Carolina
$3.86M -$416K -5,215 -10%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$3.56M -$1.69M -21,153 -31%
Stifel Financial
19
Stifel Financial
Missouri
$3.25M -$149K -1,860 -4%
Goldman Sachs
20
Goldman Sachs
New York
$2.95M +$3.08M +38,634 New
FA
21
Fortis Advisors
Pennsylvania
$2.91M +$38.8K +486 +1%
MAC
22
Mason & Associates (California)
California
$2.84M -$57.8K -724 -2%
Baird Financial Group
23
Baird Financial Group
Wisconsin
$2.64M +$1.36K +17 +0%
BCM
24
Beck Capital Management
Texas
$2.39M -$54.7K -685 -2%
CFG
25
CMC Financial Group
Georgia
$2.38M -$349K -4,371 -12%

RSPG Hedge Fund Activity: Q4 2024 in Review

135 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Equal Weight Energy ETF (RSPG) for Q4 2024, worth a combined $309M — up 10% from $280M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new RSPG positions and 15 closed out — a net gain of 7 holders — while 43 added to existing stakes and 50 trimmed.

The largest buyer was Bank of America, adding an estimated $18.3M. The largest seller was Osaic Holdings, cutting an estimated $6.19M.

  • 135 institutional investors held Invesco S&P 500 Equal Weight Energy ETF (RSPG) as of Q4 2024, up from 131 in Q3 2024.
  • Funds reported $309M of Invesco S&P 500 Equal Weight Energy ETF stock for Q4 2024, up 10% quarter-over-quarter.
  • 22 funds opened new Invesco S&P 500 Equal Weight Energy ETF positions in Q4 2024 and 15 closed out, a net change of +7 holders.
  • The largest Invesco S&P 500 Equal Weight Energy ETF buyer in Q4 2024 was Bank of America, an estimated $18.3M added.
  • The largest Invesco S&P 500 Equal Weight Energy ETF seller in Q4 2024 was Osaic Holdings, an estimated $6.19M sold.

Based on aggregated 13F filings for Q4 2024.