We are live on ! Find out more
RSPS icon

Invesco S&P 500 Equal Weight Consumer Staples ETF

114 hedge funds and large institutions have $184M invested in Invesco S&P 500 Equal Weight Consumer Staples ETF in 2021 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 23 increasing their positions, 54 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

25% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 12

2% more funds holding

Funds holding: 112114 (+2)

14% less capital invested

Capital invested by funds: $215M → $184M (-$30.5M)

14.45% less ownership

Funds ownership: 216%201.55% (-14%)

57% less repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 54

Holders
114
Holders Change
+2
Holders Change %
+1.79%
% of All Funds
2%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.09%
New
15
Increased
23
Reduced
54
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
JPLA
26
Joseph P. Lucia & Associates
New York
$2.15M -$159K -5,235 -7%
SAM
27
SignalPoint Asset Management
Missouri
$2.08M -$101K -3,345 -5%
IMC Chicago
28
IMC Chicago
Illinois
$2.04M -$598K -19,740 -23%
Citigroup
29
Citigroup
New York
$2.01M
MCM
30
Monument Capital Management
Virginia
$1.98M -$5.61K -185 -0.3%
DFA
31
DHJJ Financial Advisors
Illinois
$1.86M -$9.85K -325 -0.5%
CAL
32
Capital Analysts LLC
Pennsylvania
$1.73M -$1.27M -42,035 -43%
CFA
33
Cahill Financial Advisors
Minnesota
$1.72M -$30.8K -1,015 -2%
UBS Group
34
UBS Group
Switzerland
$1.58M -$9.9M -326,585 -87%
WI
35
WBI Investments
New Jersey
$1.56M +$444K +14,655 +42%
TFS
36
Thoroughbred Financial Services
Tennessee
$1.06M
CG
37
Caprock Group
Idaho
$1.01M -$773K -25,505 -44%
CA
38
Cetera Advisors
Colorado
$1M +$452K +14,910 +89%
OL
39
Optas LLC
Texas
$879K -$66.8K -2,205 -7%
SHA
40
Seneca House Advisors
Virginia
$829K -$125K -4,115 -14%
FTS
41
Fifth Third Securities
Ohio
$816K +$51.5K +1,700 +7%
BAM
42
Belpointe Asset Management
Nevada
$764K -$75.8K -2,500 -9%
KPW
43
Kore Private Wealth
New York
$728K
Royal Bank of Canada
44
Royal Bank of Canada
Ontario, Canada
$716K -$686K -22,620 -50%
TA
45
TFG Advisers
Michigan
$715K -$2.12K -70 -0.3%
LWM
46
Laidlaw Wealth Management
New York
$714K
Koshinski Asset Management
47
Koshinski Asset Management
Illinois
$589K
Stifel Financial
48
Stifel Financial
Missouri
$550K +$7.58K +250 +1%
Cerity Partners
49
Cerity Partners
New York
$548K -$36.2K -1,195 -6%
OAM
50
Occidental Asset Management
California
$547K -$154K -5,080 -23%

RSPS Hedge Fund Activity: Q1 2021 in Review

114 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Equal Weight Consumer Staples ETF (RSPS) for Q1 2021, worth a combined $184M — down 14% from $215M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new RSPS positions and 12 closed out — a net gain of 3 holders — while 23 added to existing stakes and 54 trimmed.

The largest buyer was Ameritas Investment Company, opening a new position worth an estimated $3.3M. The largest seller was Mercer Global Advisors, exiting entirely with an estimated $15.8M sold.

  • 114 institutional investors held Invesco S&P 500 Equal Weight Consumer Staples ETF (RSPS) as of Q1 2021, up from 112 in Q4 2020.
  • Funds reported $184M of Invesco S&P 500 Equal Weight Consumer Staples ETF stock for Q1 2021, down 14% quarter-over-quarter.
  • 15 funds opened new Invesco S&P 500 Equal Weight Consumer Staples ETF positions in Q1 2021 and 12 closed out, a net change of +3 holders.
  • The largest Invesco S&P 500 Equal Weight Consumer Staples ETF buyer in Q1 2021 was Ameritas Investment Company, an estimated $3.3M added.
  • The largest Invesco S&P 500 Equal Weight Consumer Staples ETF seller in Q1 2021 was Mercer Global Advisors, an estimated $15.8M sold.

Based on aggregated 13F filings for Q1 2021.