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Invesco S&P 500 Equal Weight Consumer Staples ETF

116 hedge funds and large institutions have $218M invested in Invesco S&P 500 Equal Weight Consumer Staples ETF in 2021 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 43 increasing their positions, 33 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 5

30% more repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 33

26.66% more ownership

Funds ownership: 201.55%228.21% (+27%)

18% more capital invested

Capital invested by funds: $184M → $218M (+$34M)

2% more funds holding

Funds holding: 114116 (+2)

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

Holders
116
Holders Change
+2
Holders Change %
+1.75%
% of All Funds
2.02%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.07%
New
8
Increased
43
Reduced
33
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Koshinski Asset Management
51
Koshinski Asset Management
Illinois
$586K -$14.9K -460 -2%
Stifel Financial
52
Stifel Financial
Missouri
$578K +$16.9K +520 +3%
Wells Fargo
53
Wells Fargo
California
$527K +$16.9K +520 +3%
Cerity Partners
54
Cerity Partners
New York
$516K -$44.5K -1,370 -8%
HR
55
Howe & Rusling
New York
$482K -$5.03K -155 -1%
OAM
56
Occidental Asset Management
California
$466K -$93.6K -2,885 -17%
KAS
57
Kestra Advisory Services
Texas
$456K -$48.5K -1,495 -10%
MML Investors Services
58
MML Investors Services
Massachusetts
$415K -$32.1K -990 -7%
NFP
59
Novak Financial Planning
Maryland
$407K +$649 +20 +0.2%
Northwestern Mutual Wealth Management
60
Northwestern Mutual Wealth Management
Wisconsin
$400K +$115K +3,535 +40%
ACM
61
AlphaStar Capital Management
North Carolina
$394K -$7.14K -220 -2%
Lido Advisors
62
Lido Advisors
California
$389K
ASN
63
Advisory Services Network
Georgia
$366K +$7.14K +220 +2%
W
64
WealthOne
New York
$331K +$974 +30 +0.3%
PAG
65
Private Advisor Group
New Jersey
$326K +$328K +10,120 New
VFM
66
Vivid Financial Management
California
$310K -$187K -5,770 -38%
VIM
67
Vista Investment Management
Pennsylvania
$301K -$2.11K -65 -0.7%
GVAG
68
Great Valley Advisor Group
Delaware
$298K
Creative Planning
69
Creative Planning
Kansas
$291K -$56.5K -1,740 -16%
FHC
70
First Heartland Consultants
Missouri
$283K -$2.02M -62,400 -88%
FIM
71
Freedom Investment Management
Connecticut
$279K -$25.1K -775 -8%
Citadel Advisors
72
Citadel Advisors
Florida
$273K +$59.2K +1,825 +27%
SPC
73
Sigma Planning Corp
Michigan
$251K +$487 +15 +0.2%
CAAS
74
Capital Asset Advisory Services
Michigan
$246K -$14.9K -460 -6%
HI
75
Harbour Investments
Wisconsin
$239K +$29.2K +900 +14%

RSPS Hedge Fund Activity: Q2 2021 in Review

116 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Equal Weight Consumer Staples ETF (RSPS) for Q2 2021, worth a combined $218M — up 18% from $184M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new RSPS positions and 5 closed out — a net gain of 3 holders — while 43 added to existing stakes and 33 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $18.2M. The largest seller was Koss-Olinger Consulting, exiting entirely with an estimated $8.18M sold.

  • 116 institutional investors held Invesco S&P 500 Equal Weight Consumer Staples ETF (RSPS) as of Q2 2021, up from 114 in Q1 2021.
  • Funds reported $218M of Invesco S&P 500 Equal Weight Consumer Staples ETF stock for Q2 2021, up 18% quarter-over-quarter.
  • 8 funds opened new Invesco S&P 500 Equal Weight Consumer Staples ETF positions in Q2 2021 and 5 closed out, a net change of +3 holders.
  • The largest Invesco S&P 500 Equal Weight Consumer Staples ETF buyer in Q2 2021 was Morgan Stanley, an estimated $18.2M added.
  • The largest Invesco S&P 500 Equal Weight Consumer Staples ETF seller in Q2 2021 was Koss-Olinger Consulting, an estimated $8.18M sold.

Based on aggregated 13F filings for Q2 2021.