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Invesco S&P 500 Equal Weight Consumer Staples ETF

112 hedge funds and large institutions have $215M invested in Invesco S&P 500 Equal Weight Consumer Staples ETF in 2020 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 30 increasing their positions, 39 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 12

10.96% more ownership

Funds ownership: 205.04%216% (+11%)

7% more funds holding

Funds holding: 105112 (+7)

3% more capital invested

Capital invested by funds: $209M → $215M (+$6.04M)

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

23% less repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 39

Holders
112
Holders Change
+7
Holders Change %
+6.67%
% of All Funds
1.98%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.07%
New
20
Increased
30
Reduced
39
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LWM
51
Laidlaw Wealth Management
New York
$685K
OAM
52
Occidental Asset Management
California
$679K +$662K +22,420 New
MML Investors Services
53
MML Investors Services
Massachusetts
$602K -$1.8M -61,105 -75%
TRCT
54
Tower Research Capital (TRC)
New York
$602K +$272K +9,205 +86%
Koshinski Asset Management
55
Koshinski Asset Management
Illinois
$564K +$12.6K +425 +2%
Cerity Partners
56
Cerity Partners
New York
$562K -$7.53K -255 -1%
Wells Fargo
57
Wells Fargo
California
$540K -$2.1M -71,075 -80%
Stifel Financial
58
Stifel Financial
Missouri
$519K
CA
59
Cetera Advisors
Colorado
$510K -$317K -10,740 -39%
HR
60
Howe & Rusling
New York
$493K -$8.71K -295 -2%
RJA
61
Raymond James & Associates
Florida
$434K +$60.6K +2,050 +17%
NFP
62
Novak Financial Planning
Maryland
$381K +$371K +12,570 New
ACM
63
AlphaStar Capital Management
North Carolina
$373K -$4.87K -165 -1%
Creative Planning
64
Creative Planning
Kansas
$363K -$17.4K -590 -5%
Lido Advisors
65
Lido Advisors
California
$355K +$347K +11,755 New
NFG
66
Nations Financial Group
Iowa
$351K +$44.3K +1,500 +15%
ASN
67
Advisory Services Network
Georgia
$337K -$29.7K -1,005 -8%
Northwestern Mutual Wealth Management
68
Northwestern Mutual Wealth Management
Wisconsin
$318K -$108K -3,645 -26%
W
69
WealthOne
New York
$309K -$79.6K -2,695 -21%
CW
70
CreativeOne Wealth
Kansas
$292K +$34.3K +1,160 +14%
GVAG
71
Great Valley Advisor Group
Delaware
$286K -$13K -440 -4%
VIM
72
Vista Investment Management
Pennsylvania
$272K -$19.5K -660 -7%
GWM
73
Geneos Wealth Management
Colorado
$262K +$33.5K +1,135 +16%
JP Morgan Chase
74
JP Morgan Chase
New York
$261K +$255K +8,630 New
UCFA
75
United Capital Financial Advisors
Texas
$254K -$2.26M -76,635 -90%

RSPS Hedge Fund Activity: Q4 2020 in Review

112 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Equal Weight Consumer Staples ETF (RSPS) for Q4 2020, worth a combined $215M — up 2.9% from $209M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new RSPS positions and 12 closed out — a net gain of 8 holders — while 30 added to existing stakes and 39 trimmed.

The largest buyer was TS Financial Group (TSFG), opening a new position worth an estimated $2.61M. The largest seller was Citadel Advisors, cutting an estimated $4.69M.

  • 112 institutional investors held Invesco S&P 500 Equal Weight Consumer Staples ETF (RSPS) as of Q4 2020, up from 105 in Q3 2020.
  • Funds reported $215M of Invesco S&P 500 Equal Weight Consumer Staples ETF stock for Q4 2020, up 2.9% quarter-over-quarter.
  • 20 funds opened new Invesco S&P 500 Equal Weight Consumer Staples ETF positions in Q4 2020 and 12 closed out, a net change of +8 holders.
  • The largest Invesco S&P 500 Equal Weight Consumer Staples ETF buyer in Q4 2020 was TS Financial Group (TSFG), an estimated $2.61M added.
  • The largest Invesco S&P 500 Equal Weight Consumer Staples ETF seller in Q4 2020 was Citadel Advisors, an estimated $4.69M sold.

Based on aggregated 13F filings for Q4 2020.