We are live on ! Find out more
RSPS icon

Invesco S&P 500 Equal Weight Consumer Staples ETF

84 hedge funds and large institutions have $147M invested in Invesco S&P 500 Equal Weight Consumer Staples ETF in 2019 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 22 increasing their positions, 26 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

156.27% more ownership

Funds ownership: 134.06%290.33% (+156%)

58% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 12

24% more capital invested

Capital invested by funds: $118M → $147M (+$28.9M)

8% more funds holding

Funds holding: 7884 (+6)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

15% less repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 26

Holders
84
Holders Change
+6
Holders Change %
+7.69%
% of All Funds
1.82%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
19
Increased
22
Reduced
26
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Creative Planning
51
Creative Planning
Kansas
$294K +$1.86K +75 +0.7%
GVAG
52
Great Valley Advisor Group
Delaware
$251K -$312K -12,565 -57%
VIM
53
Vista Investment Management
Pennsylvania
$248K -$68.2K -2,750 -23%
MML Investors Services
54
MML Investors Services
Massachusetts
$214K +$203K +8,160 New
JMPWA
55
JP Morgan Private Wealth Advisors
California
$209K +$198K +7,960 New
CFGS
56
Concourse Financial Group Securities
Alabama
$177K +$745 +30 +0.4%
PNC Financial Services Group
57
PNC Financial Services Group
Pennsylvania
$142K -$62K -2,500 -32%
Northwestern Mutual Wealth Management
58
Northwestern Mutual Wealth Management
Wisconsin
$102K +$40.5K +1,630 +72%
OWD
59
Osborn Williams & Donohoe
Ohio
$67K +$63.3K +2,550 New
BRC
60
Bell Rock Capital
Delaware
$42K -$16.4K -660 -29%
SBL
61
Sargent Bickham Lagudis
Colorado
$42K
RCA
62
Rowland Carmichael Advisors
Arizona
$33K
CTC
63
Central Trust Company
Missouri
$23K +$21.7K +875 New
ADL
64
Asset Dedication LLC
California
$22K
KPW
65
Kore Private Wealth
New York
$21K
WAP
66
Wealthcare Advisory Partners
Pennsylvania
$21K
CA
67
Cetera Advisors
Colorado
$21K +$19.2K +775 New
Bank of Montreal
68
Bank of Montreal
Ontario, Canada
$20K
GWM
69
Geneos Wealth Management
Colorado
$20K +$19.1K +770 New
WCM
70
WealthBridge Capital Management
Ohio
$13K +$12.4K +500 New
EDRH
71
Edmond de Rothschild Holding
Switzerland
$10K -$285K -11,475 -97%
APA
72
American Portfolios Advisors
New York
$8.53K
FRA
73
Front Row Advisors
California
$6K
SWM
74
SeaCrest Wealth Management
New York
$6K +$745 +30 +15%
JPLA
75
Joseph P. Lucia & Associates
New York
$5.19K +$84M +3,386,420 New

RSPS Hedge Fund Activity: Q1 2019 in Review

84 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Equal Weight Consumer Staples ETF (RSPS) for Q1 2019, worth a combined $147M — up 24% from $118M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new RSPS positions and 12 closed out — a net gain of 7 holders — while 22 added to existing stakes and 26 trimmed.

The largest buyer was BB&T Securities, opening a new position worth an estimated $11.3M. The largest seller was Citadel Advisors, exiting entirely with an estimated $5M sold.

  • 84 institutional investors held Invesco S&P 500 Equal Weight Consumer Staples ETF (RSPS) as of Q1 2019, up from 78 in Q4 2018.
  • Funds reported $147M of Invesco S&P 500 Equal Weight Consumer Staples ETF stock for Q1 2019, up 24% quarter-over-quarter.
  • 19 funds opened new Invesco S&P 500 Equal Weight Consumer Staples ETF positions in Q1 2019 and 12 closed out, a net change of +7 holders.
  • The largest Invesco S&P 500 Equal Weight Consumer Staples ETF buyer in Q1 2019 was BB&T Securities, an estimated $11.3M added.
  • The largest Invesco S&P 500 Equal Weight Consumer Staples ETF seller in Q1 2019 was Citadel Advisors, an estimated $5M sold.

Based on aggregated 13F filings for Q1 2019.