We are live on ! Find out more
RSPS icon

Invesco S&P 500 Equal Weight Consumer Staples ETF

135 hedge funds and large institutions have $463M invested in Invesco S&P 500 Equal Weight Consumer Staples ETF in 2023 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 42 increasing their positions, 55 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 9

31% more capital invested

Capital invested by funds: $354M → $463M (+$110M)

28.66% more ownership

Funds ownership: 254.56%283.22% (+29%)

2% more funds holding

Funds holding: 133135 (+2)

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

24% less repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 55

Holders
135
Holders Change
+2
Holders Change %
+1.5%
% of All Funds
2.15%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.06%
New
15
Increased
42
Reduced
55
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Wells Fargo
26
Wells Fargo
California
$2.3M -$664K -19,775 -23%
FTS
27
Fifth Third Securities
Ohio
$2.2M -$965K -28,745 -31%
RFM
28
Royal Fund Management
Florida
$2.08M +$574K +17,085 +39%
CAG
29
Csenge Advisory Group
Florida
$2.08M +$94.5K +2,815 +5%
FANJ
30
Financial Architects (New Jersey)
New Jersey
$1.9M -$7.05K -210 -0.4%
ACM
31
Absolute Capital Management
Pennsylvania
$1.89M
DFA
32
DHJJ Financial Advisors
Illinois
$1.83M -$24.3K -725 -1%
PAG
33
Private Advisor Group
New Jersey
$1.71M +$1.69M +50,240 New
Citigroup
34
Citigroup
New York
$1.65M +$504 +15 +0%
ASN
35
Advisory Services Network
Georgia
$1.6M +$184K +5,475 +13%
MCM
36
Monument Capital Management
Virginia
$1.56M -$251K -7,465 -14%
PWG
37
Private Wealth Group
Florida
$1.53M -$13.9K -415 -0.9%
SAM
38
SignalPoint Asset Management
Missouri
$1.53M +$38.5K +1,145 +3%
TFS
39
Thoroughbred Financial Services
Tennessee
$1.45M +$504 +15 +0%
FIM
40
Freedom Investment Management
Connecticut
$1.41M -$1.21M -35,895 -46%
FF
41
Friedenthal Financial
New Jersey
$1.4M +$90.2K +2,685 +7%
CFA
42
Cahill Financial Advisors
Minnesota
$1.39M -$11.3K -335 -0.8%
NA
43
NewEdge Advisors
Louisiana
$1.31M +$1.26M +37,575 +5,112%
CA
44
Cetera Advisors
Colorado
$1.26M +$110K +3,280 +10%
JP Morgan Chase
45
JP Morgan Chase
New York
$1.26M +$79.3K +2,360 +7%
OSAM
46
O'Shaughnessy Asset Management
Connecticut
$1.17M -$132K -3,940 -10%
Truist Financial
47
Truist Financial
North Carolina
$1.17M +$155K +4,625 +16%
Prudential Financial
48
Prudential Financial
New Jersey
$1.16M -$545K -16,230 -32%
AAS
49
Avantax Advisory Services
Texas
$1.12M +$25.2K +750 +2%
Corient Private Wealth
50
Corient Private Wealth
Florida
$1.03M +$1.01M +30,080 New

RSPS Hedge Fund Activity: Q1 2023 in Review

135 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Equal Weight Consumer Staples ETF (RSPS) for Q1 2023, worth a combined $463M — up 31% from $354M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new RSPS positions and 9 closed out — a net gain of 6 holders — while 42 added to existing stakes and 55 trimmed.

The largest buyer was Phoenix Financial, opening a new position worth an estimated $151M. The largest seller was Osaic Holdings, cutting an estimated $4.99M.

  • 135 institutional investors held Invesco S&P 500 Equal Weight Consumer Staples ETF (RSPS) as of Q1 2023, up from 133 in Q4 2022.
  • Funds reported $463M of Invesco S&P 500 Equal Weight Consumer Staples ETF stock for Q1 2023, up 31% quarter-over-quarter.
  • 15 funds opened new Invesco S&P 500 Equal Weight Consumer Staples ETF positions in Q1 2023 and 9 closed out, a net change of +6 holders.
  • The largest Invesco S&P 500 Equal Weight Consumer Staples ETF buyer in Q1 2023 was Phoenix Financial, an estimated $151M added.
  • The largest Invesco S&P 500 Equal Weight Consumer Staples ETF seller in Q1 2023 was Osaic Holdings, an estimated $4.99M sold.

Based on aggregated 13F filings for Q1 2023.