We are live on ! Find out more
RSPS icon

Invesco S&P 500 Equal Weight Consumer Staples ETF

105 hedge funds and large institutions have $209M invested in Invesco S&P 500 Equal Weight Consumer Staples ETF in 2020 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 35 increasing their positions, 38 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

15% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 13

8.98% more ownership

Funds ownership: 196.05%205.04% (+9%)

3% more capital invested

Capital invested by funds: $203M → $209M (+$5.86M)

1% more funds holding

Funds holding: 104105 (+1)

8% less repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 38

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

Holders
105
Holders Change
+1
Holders Change %
+0.96%
% of All Funds
2.12%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.1%
New
15
Increased
35
Reduced
38
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FANJ
26
Financial Architects (New Jersey)
New Jersey
$2.43M -$51.7K -1,805 -2%
VWA
27
Visionary Wealth Advisors
Illinois
$2.31M -$128K -4,460 -5%
MML Investors Services
28
MML Investors Services
Massachusetts
$2.31M -$125K -4,360 -5%
JPLA
29
Joseph P. Lucia & Associates
New York
$2.13M -$121K -4,235 -5%
Commonwealth Equity Services
30
Commonwealth Equity Services
Massachusetts
$2.08M +$554K +19,340 +36%
SAM
31
SignalPoint Asset Management
Missouri
$2.01M -$260K -9,080 -11%
PD
32
Planning Directions
Pennsylvania
$1.98M -$6.59K -230 -0.3%
VFM
33
Vivid Financial Management
California
$1.93M +$286 +10 +0%
Citigroup
34
Citigroup
New York
$1.82M -$37.1K -1,295 -2%
MCM
35
Monument Capital Management
Virginia
$1.82M -$224K -7,830 -11%
CG
36
Caprock Group
Idaho
$1.64M +$397K +13,870 +32%
CFA
37
Cahill Financial Advisors
Minnesota
$1.55M
Goldman Sachs
38
Goldman Sachs
New York
$1.42M +$1.42M +49,605 New
WSTAM
39
Wilbanks Smith & Thomas Asset Management
Virginia
$1.37M -$153K -5,340 -10%
KAS
40
Kestra Advisory Services
Texas
$919K +$14.3K +500 New
OIA
41
OneDigital Investment Advisors
Kansas
$859K -$1.37M -47,680 -61%
OL
42
Optas LLC
Texas
$859K -$225K -7,870 -21%
WI
43
WBI Investments
New Jersey
$846K +$848K +29,585 New
SHA
44
Seneca House Advisors
Virginia
$843K +$226K +7,885 +36%
CA
45
Cetera Advisors
Colorado
$789K +$24.1K +840 +3%
FTS
46
Fifth Third Securities
Ohio
$664K +$30.9K +1,080 +5%
GA
47
Geller Advisors
New York
$660K
KPW
48
Kore Private Wealth
New York
$659K
TA
49
TFG Advisers
Michigan
$653K +$654K +22,840 New
LWM
50
Laidlaw Wealth Management
New York
$647K -$1.58K -55 -0.2%

RSPS Hedge Fund Activity: Q3 2020 in Review

105 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Equal Weight Consumer Staples ETF (RSPS) for Q3 2020, worth a combined $209M — up 2.9% from $203M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new RSPS positions and 13 closed out — a net gain of 2 holders — while 35 added to existing stakes and 38 trimmed.

The largest buyer was Mercer Global Advisors, opening a new position worth an estimated $14.4M. The largest seller was IMC Chicago, exiting entirely with an estimated $6.46M sold.

  • 105 institutional investors held Invesco S&P 500 Equal Weight Consumer Staples ETF (RSPS) as of Q3 2020, up from 104 in Q2 2020.
  • Funds reported $209M of Invesco S&P 500 Equal Weight Consumer Staples ETF stock for Q3 2020, up 2.9% quarter-over-quarter.
  • 15 funds opened new Invesco S&P 500 Equal Weight Consumer Staples ETF positions in Q3 2020 and 13 closed out, a net change of +2 holders.
  • The largest Invesco S&P 500 Equal Weight Consumer Staples ETF buyer in Q3 2020 was Mercer Global Advisors, an estimated $14.4M added.
  • The largest Invesco S&P 500 Equal Weight Consumer Staples ETF seller in Q3 2020 was IMC Chicago, an estimated $6.46M sold.

Based on aggregated 13F filings for Q3 2020.