We are live on ! Find out more
RSPS icon

Invesco S&P 500 Equal Weight Consumer Staples ETF

118 hedge funds and large institutions have $230M invested in Invesco S&P 500 Equal Weight Consumer Staples ETF in 2021 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 42 increasing their positions, 41 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 6

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

24.04% more ownership

Funds ownership: 228.21%252.25% (+24%)

5% more capital invested

Capital invested by funds: $218M → $230M (+$11.9M)

2% more funds holding

Funds holding: 116118 (+2)

2% more repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 41

Holders
118
Holders Change
+2
Holders Change %
+1.72%
% of All Funds
2.07%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.09%
New
10
Increased
42
Reduced
41
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LWM
51
Laidlaw Wealth Management
New York
$653K -$45.6K -1,430 -6%
JP Morgan Chase
52
JP Morgan Chase
New York
$653K +$77.7K +2,435 +13%
Goldman Sachs
53
Goldman Sachs
New York
$640K -$354K -11,110 -35%
KPWS
54
Kestra Private Wealth Services
Texas
$600K +$4.46K +140 +0.7%
Koshinski Asset Management
55
Koshinski Asset Management
Illinois
$574K +$14.7K +460 +3%
AWM
56
AE Wealth Management
Kansas
$561K +$581K +18,220 New
Wells Fargo
57
Wells Fargo
California
$560K +$57.7K +1,810 +11%
Stifel Financial
58
Stifel Financial
Missouri
$552K
KAS
59
Kestra Advisory Services
Texas
$499K +$64.9K +2,035 +14%
Cerity Partners
60
Cerity Partners
New York
$492K -$478 -15 -0.1%
Northwestern Mutual Wealth Management
61
Northwestern Mutual Wealth Management
Wisconsin
$464K +$84K +2,635 +21%
HR
62
Howe & Rusling
New York
$451K -$10.2K -320 -2%
Lido Advisors
63
Lido Advisors
California
$419K +$49.4K +1,550 +13%
FHC
64
First Heartland Consultants
Missouri
$406K +$140K +4,400 +50%
OAM
65
Occidental Asset Management
California
$405K -$41.3K -1,295 -9%
AF
66
Allworth Financial
California
$390K +$404K +12,655 New
MML Investors Services
67
MML Investors Services
Massachusetts
$373K -$24.2K -760 -6%
PAG
68
Private Advisor Group
New Jersey
$359K +$48.6K +1,525 +15%
ASN
69
Advisory Services Network
Georgia
$349K -$1.28K -40 -0.4%
ACM
70
AlphaStar Capital Management
North Carolina
$332K -$50.4K -1,580 -13%
VIM
71
Vista Investment Management
Pennsylvania
$319K +$32.4K +1,015 +11%
W
72
WealthOne
New York
$318K +$1.44K +45 +0.4%
Creative Planning
73
Creative Planning
Kansas
$289K +$10.7K +335 +4%
GVAG
74
Great Valley Advisor Group
Delaware
$274K -$18K -565 -6%
FIM
75
Freedom Investment Management
Connecticut
$258K -$8.29K -260 -3%

RSPS Hedge Fund Activity: Q3 2021 in Review

118 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Equal Weight Consumer Staples ETF (RSPS) for Q3 2021, worth a combined $230M — up 5.4% from $218M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new RSPS positions and 6 closed out — a net gain of 4 holders — while 42 added to existing stakes and 41 trimmed.

The largest buyer was Mercer Global Advisors, opening a new position worth an estimated $16.6M. The largest seller was Morgan Stanley, cutting an estimated $2.67M.

  • 118 institutional investors held Invesco S&P 500 Equal Weight Consumer Staples ETF (RSPS) as of Q3 2021, up from 116 in Q2 2021.
  • Funds reported $230M of Invesco S&P 500 Equal Weight Consumer Staples ETF stock for Q3 2021, up 5.4% quarter-over-quarter.
  • 10 funds opened new Invesco S&P 500 Equal Weight Consumer Staples ETF positions in Q3 2021 and 6 closed out, a net change of +4 holders.
  • The largest Invesco S&P 500 Equal Weight Consumer Staples ETF buyer in Q3 2021 was Mercer Global Advisors, an estimated $16.6M added.
  • The largest Invesco S&P 500 Equal Weight Consumer Staples ETF seller in Q3 2021 was Morgan Stanley, an estimated $2.67M sold.

Based on aggregated 13F filings for Q3 2021.