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Invesco S&P 500 Equal Weight Consumer Staples ETF

123 hedge funds and large institutions have $240M invested in Invesco S&P 500 Equal Weight Consumer Staples ETF in 2024 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 29 increasing their positions, 63 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

4% less funds holding

Funds holding: 128123 (-5)

11.82% less ownership

Funds ownership: 63.59%51.77% (-12%)

27% less first-time investments, than exits

New positions opened: 11 | Existing positions closed: 15

34% less capital invested

Capital invested by funds: $366M → $240M (-$126M)

54% less repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 63

75% less funds holding in top 10

Funds holding in top 10: 41 (-3)

Holders
123
Holders Change
-5
Holders Change %
-3.91%
% of All Funds
1.77%
Holding in Top 10
1
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-75%
% of All Funds
0.01%
New
11
Increased
29
Reduced
63
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SAS
26
Stelac Advisory Services
New York
$1.76M
PCH
27
PGIM Custom Harvest
New Jersey
$1.64M -$505K -15,980 -24%
HighTower Advisors
28
HighTower Advisors
Illinois
$1.6M -$295K -9,344 -16%
Truist Financial
29
Truist Financial
North Carolina
$1.56M -$6.41K -203 -0.4%
SAM
30
SignalPoint Asset Management
Missouri
$1.55M -$2.72K -86 -0.2%
Stifel Financial
31
Stifel Financial
Missouri
$1.55M -$3.44M -109,063 -70%
DFA
32
DHJJ Financial Advisors
Illinois
$1.51M -$31.5K -996 -2%
Citadel Advisors
33
Citadel Advisors
Florida
$1.51M -$259K -8,200 -15%
NA
34
NewEdge Advisors
Louisiana
$1.51M +$119K +3,774 +9%
FF
35
Friedenthal Financial
New Jersey
$1.46M +$32.6K +1,031 +2%
PD
36
Planning Directions
Pennsylvania
$1.41M -$446K -14,118 -25%
CFA
37
Cahill Financial Advisors
Minnesota
$1.34M +$2.05K +65 +0.2%
TFS
38
Thoroughbred Financial Services
Tennessee
$1.29M -$105K -3,310 -8%
JP Morgan Chase
39
JP Morgan Chase
New York
$1.27M +$37K +1,172 +3%
PAG
40
Private Advisor Group
New Jersey
$1.25M -$31K -981 -3%
Wells Fargo
41
Wells Fargo
California
$1.13M -$1.27M -40,270 -54%
CA
42
Cetera Advisors
Colorado
$1.13M -$11.4K -361 -1%
FHC
43
First Heartland Consultants
Missouri
$1.1M -$17.1K -542 -2%
CAL
44
Capital Analysts LLC
Pennsylvania
$1.05M +$7.93K +251 +0.8%
Wealth Enhancement Advisory Services
45
Wealth Enhancement Advisory Services
Minnesota
$990K -$3.29M -104,309 -78%
Royal Bank of Canada
46
Royal Bank of Canada
Ontario, Canada
$951K +$515K +16,306 +129%
Mariner
47
Mariner
Kansas
$938K +$1.14K +36 +0.1%
YWM
48
Yoder Wealth Management
California
$883K -$20.1K -637 -2%
Koshinski Asset Management
49
Koshinski Asset Management
Illinois
$746K -$135K -4,280 -16%
OSAM
50
O'Shaughnessy Asset Management
Connecticut
$734K -$322K -10,194 -31%

RSPS Hedge Fund Activity: Q1 2024 in Review

123 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Equal Weight Consumer Staples ETF (RSPS) for Q1 2024, worth a combined $240M — down 34% from $366M a quarter earlier.

Sellers outnumbered buyers: 15 funds closed out of RSPS and 11 opened new positions — a net loss of 4 holders — while 63 trimmed existing stakes and 29 added.

The largest buyer was Cetera Investment Advisers, adding an estimated $3.89M. The largest seller was Phoenix Financial, cutting an estimated $65.1M.

  • 123 institutional investors held Invesco S&P 500 Equal Weight Consumer Staples ETF (RSPS) as of Q1 2024, down from 128 in Q4 2023.
  • Funds reported $240M of Invesco S&P 500 Equal Weight Consumer Staples ETF stock for Q1 2024, down 34% quarter-over-quarter.
  • 11 funds opened new Invesco S&P 500 Equal Weight Consumer Staples ETF positions in Q1 2024 and 15 closed out, a net change of -4 holders.
  • The largest Invesco S&P 500 Equal Weight Consumer Staples ETF buyer in Q1 2024 was Cetera Investment Advisers, an estimated $3.89M added.
  • The largest Invesco S&P 500 Equal Weight Consumer Staples ETF seller in Q1 2024 was Phoenix Financial, an estimated $65.1M sold.

Based on aggregated 13F filings for Q1 2024.