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Invesco S&P 500 Equal Weight Consumer Staples ETF

128 hedge funds and large institutions have $366M invested in Invesco S&P 500 Equal Weight Consumer Staples ETF in 2023 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 30 increasing their positions, 62 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 10

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

2% more funds holding

Funds holding: 125128 (+3)

1.17% more ownership

Funds ownership: 62.42%63.59% (+1.2%)

1% more capital invested

Capital invested by funds: $361M → $366M (+$4.08M)

52% less repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 62

Holders
128
Holders Change
+3
Holders Change %
+2.4%
% of All Funds
1.87%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
15
Increased
30
Reduced
62
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
26
AE Wealth Management
Kansas
$2.07M -$1.14M -38,084 -36%
PCH
27
PGIM Custom Harvest
New Jersey
$2.06M -$92.1K -3,078 -4%
CAG
28
Csenge Advisory Group
Florida
$1.95M +$25K +836 +1%
JPLA
29
Joseph P. Lucia & Associates
New York
$1.82M -$66K -2,207 -4%
HighTower Advisors
30
HighTower Advisors
Illinois
$1.82M +$37.6K +1,257 +2%
PD
31
Planning Directions
Pennsylvania
$1.78M -$283K -9,457 -14%
Citadel Advisors
32
Citadel Advisors
Florida
$1.69M -$1.15M -38,337 -42%
SAS
33
Stelac Advisory Services
New York
$1.68M -$459K -15,322 -22%
Truist Financial
34
Truist Financial
North Carolina
$1.49M -$20.1K -673 -1%
SAM
35
SignalPoint Asset Management
Missouri
$1.48M +$51.1K +1,707 +4%
DFA
36
DHJJ Financial Advisors
Illinois
$1.47M -$73.6K -2,461 -5%
FF
37
Friedenthal Financial
New Jersey
$1.36M +$55.6K +1,858 +4%
TFS
38
Thoroughbred Financial Services
Tennessee
$1.34M -$9.81K -328 -0.8%
NA
39
NewEdge Advisors
Louisiana
$1.32M +$98.5K +3,291 +9%
CFA
40
Cahill Financial Advisors
Minnesota
$1.27M -$1.02K -34 -0.1%
PAG
41
Private Advisor Group
New Jersey
$1.22M -$203K -6,798 -15%
JP Morgan Chase
42
JP Morgan Chase
New York
$1.17M +$9.85K +329 +0.9%
MCM
43
Monument Capital Management
Virginia
$1.09M -$40.2K -1,343 -4%
CA
44
Cetera Advisors
Colorado
$1.09M +$18.1K +604 +2%
FHC
45
First Heartland Consultants
Missouri
$1.06M +$37.5K +1,252 +4%
Susquehanna International Group
46
Susquehanna International Group
Pennsylvania
$1.02M -$450K -15,047 -32%
OSAM
47
O'Shaughnessy Asset Management
Connecticut
$1.02M +$13.7K +458 +1%
CAL
48
Capital Analysts LLC
Pennsylvania
$989K -$5.03K -168 -0.5%
Mariner
49
Mariner
Kansas
$893K -$1.89K -63 -0.2%
YWM
50
Yoder Wealth Management
California
$862K +$11.1K +370 +1%

RSPS Hedge Fund Activity: Q4 2023 in Review

128 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Equal Weight Consumer Staples ETF (RSPS) for Q4 2023, worth a combined $366M — up 1.1% from $361M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new RSPS positions and 10 closed out — a net gain of 5 holders — while 30 added to existing stakes and 62 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $8.74M. The largest seller was Osaic Holdings, cutting an estimated $9.89M.

  • 128 institutional investors held Invesco S&P 500 Equal Weight Consumer Staples ETF (RSPS) as of Q4 2023, up from 125 in Q3 2023.
  • Funds reported $366M of Invesco S&P 500 Equal Weight Consumer Staples ETF stock for Q4 2023, up 1.1% quarter-over-quarter.
  • 15 funds opened new Invesco S&P 500 Equal Weight Consumer Staples ETF positions in Q4 2023 and 10 closed out, a net change of +5 holders.
  • The largest Invesco S&P 500 Equal Weight Consumer Staples ETF buyer in Q4 2023 was Morgan Stanley, an estimated $8.74M added.
  • The largest Invesco S&P 500 Equal Weight Consumer Staples ETF seller in Q4 2023 was Osaic Holdings, an estimated $9.89M sold.

Based on aggregated 13F filings for Q4 2023.