We are live on ! Find out more
RSPS icon

Invesco S&P 500 Equal Weight Consumer Staples ETF

116 hedge funds and large institutions have $218M invested in Invesco S&P 500 Equal Weight Consumer Staples ETF in 2021 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 43 increasing their positions, 33 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 5

30% more repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 33

26.66% more ownership

Funds ownership: 201.55%228.21% (+27%)

18% more capital invested

Capital invested by funds: $184M → $218M (+$34M)

2% more funds holding

Funds holding: 114116 (+2)

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

Holders
116
Holders Change
+2
Holders Change %
+1.75%
% of All Funds
2.02%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.07%
New
8
Increased
43
Reduced
33
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
JPLA
26
Joseph P. Lucia & Associates
New York
$2.28M +$82.8K +2,550 +4%
IMC Chicago
27
IMC Chicago
Illinois
$2.17M +$88.6K +2,730 +4%
SAM
28
SignalPoint Asset Management
Missouri
$2.1M -$18.8K -580 -0.9%
Citigroup
29
Citigroup
New York
$2.08M +$29.2K +900 +1%
MCM
30
Monument Capital Management
Virginia
$1.99M -$33.7K -1,040 -2%
DFA
31
DHJJ Financial Advisors
Illinois
$1.93M +$27.1K +835 +1%
WSTAM
32
Wilbanks Smith & Thomas Asset Management
Virginia
$1.87M +$1.89M +58,150 New
UBS Group
33
UBS Group
Switzerland
$1.6M -$8.11K -250 -0.5%
CFA
34
Cahill Financial Advisors
Minnesota
$1.56M -$194K -5,985 -11%
CW
35
CreativeOne Wealth
Kansas
$1.3M +$976K +30,075 +290%
TFS
36
Thoroughbred Financial Services
Tennessee
$1.05M -$33.6K -1,035 -3%
Goldman Sachs
37
Goldman Sachs
New York
$1.03M +$1.03M +31,885 New
CG
38
Caprock Group
Idaho
$1.03M
CA
39
Cetera Advisors
Colorado
$1.01M -$9.57K -295 -0.9%
OL
40
Optas LLC
Texas
$897K
FTS
41
Fifth Third Securities
Ohio
$855K +$22.7K +700 +3%
SHA
42
Seneca House Advisors
Virginia
$771K -$75.3K -2,320 -9%
BAM
43
Belpointe Asset Management
Nevada
$768K -$11.8K -365 -2%
Truist Financial
44
Truist Financial
North Carolina
$753K +$759K +23,385 New
KPW
45
Kore Private Wealth
New York
$743K
TA
46
TFG Advisers
Michigan
$736K +$6.98K +215 +1%
LWM
47
Laidlaw Wealth Management
New York
$729K
Royal Bank of Canada
48
Royal Bank of Canada
Ontario, Canada
$625K -$106K -3,265 -14%
KPWS
49
Kestra Private Wealth Services
Texas
$623K +$376K +11,595 +150%
JP Morgan Chase
50
JP Morgan Chase
New York
$604K +$63.1K +1,945 +12%

RSPS Hedge Fund Activity: Q2 2021 in Review

116 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Equal Weight Consumer Staples ETF (RSPS) for Q2 2021, worth a combined $218M — up 18% from $184M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new RSPS positions and 5 closed out — a net gain of 3 holders — while 43 added to existing stakes and 33 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $18.2M. The largest seller was Koss-Olinger Consulting, exiting entirely with an estimated $8.18M sold.

  • 116 institutional investors held Invesco S&P 500 Equal Weight Consumer Staples ETF (RSPS) as of Q2 2021, up from 114 in Q1 2021.
  • Funds reported $218M of Invesco S&P 500 Equal Weight Consumer Staples ETF stock for Q2 2021, up 18% quarter-over-quarter.
  • 8 funds opened new Invesco S&P 500 Equal Weight Consumer Staples ETF positions in Q2 2021 and 5 closed out, a net change of +3 holders.
  • The largest Invesco S&P 500 Equal Weight Consumer Staples ETF buyer in Q2 2021 was Morgan Stanley, an estimated $18.2M added.
  • The largest Invesco S&P 500 Equal Weight Consumer Staples ETF seller in Q2 2021 was Koss-Olinger Consulting, an estimated $8.18M sold.

Based on aggregated 13F filings for Q2 2021.