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Invesco S&P 500 Equal Weight Consumer Staples ETF

128 hedge funds and large institutions have $366M invested in Invesco S&P 500 Equal Weight Consumer Staples ETF in 2023 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 30 increasing their positions, 62 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 10

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

2% more funds holding

Funds holding: 125128 (+3)

1.17% more ownership

Funds ownership: 62.42%63.59% (+1.2%)

1% more capital invested

Capital invested by funds: $361M → $366M (+$4.08M)

52% less repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 62

Holders
128
Holders Change
+3
Holders Change %
+2.4%
% of All Funds
1.87%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
15
Increased
30
Reduced
62
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Koshinski Asset Management
51
Koshinski Asset Management
Illinois
$845K +$285K +9,522 +55%
FGAM
52
Financial Gravity Asset Management
Texas
$795K +$2.36K +79 +18%
SOS
53
Silver Oak Securities
Tennessee
$701K +$668K +22,330 New
RJFSA
54
Raymond James Financial Services Advisors
Florida
$692K -$218K -7,281 -25%
TA
55
TFG Advisers
Michigan
$683K -$21.2K -707 -3%
CIC
56
Carnegie Investment Counsel
Ohio
$589K +$562K +18,774 New
OL
57
Optas LLC
Texas
$534K
PA
58
PFG Advisors
Arizona
$531K +$31.6K +1,056 +7%
Lido Advisors
59
Lido Advisors
California
$521K -$712K -23,806 -59%
LWM
60
Laidlaw Wealth Management
New York
$513K -$8.08K -270 -2%
WAM
61
Walker Asset Management
Missouri
$511K +$7.54K +252 +2%
BW
62
Bison Wealth
Georgia
$493K +$2.6K +87 +0.6%
RPGK
63
Retirement Planning Group (Kansas)
Kansas
$438K +$417K +13,948 New
KAS
64
Kestra Advisory Services
Texas
$427K -$449 -15 -0.1%
Royal Bank of Canada
65
Royal Bank of Canada
Ontario, Canada
$395K -$238K -7,944 -39%
Prudential Financial
66
Prudential Financial
New Jersey
$392K -$213K -7,128 -36%
FIM
67
Freedom Investment Management
Connecticut
$379K -$17.3K -578 -5%
VFG
68
Victory Financial Group
Texas
$372K +$355K +11,863 New
GVAG
69
Great Valley Advisor Group
Delaware
$371K -$3.68K -123 -1%
KA
70
Kovack Advisors
Florida
$360K -$46.3K -1,546 -12%
HI
71
Harbour Investments
Wisconsin
$357K -$10.4K -347 -3%
FTS
72
Fifth Third Securities
Ohio
$356K -$550K -18,393 -62%
AAS
73
Avantax Advisory Services
Texas
$353K -$30.5K -1,019 -8%
SCM
74
Sage Capital Management
New Jersey
$351K +$334K +11,165 New
SB
75
Strategic Blueprint
Georgia
$328K -$113K -3,765 -27%

RSPS Hedge Fund Activity: Q4 2023 in Review

128 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Equal Weight Consumer Staples ETF (RSPS) for Q4 2023, worth a combined $366M — up 1.1% from $361M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new RSPS positions and 10 closed out — a net gain of 5 holders — while 30 added to existing stakes and 62 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $8.74M. The largest seller was Osaic Holdings, cutting an estimated $9.89M.

  • 128 institutional investors held Invesco S&P 500 Equal Weight Consumer Staples ETF (RSPS) as of Q4 2023, up from 125 in Q3 2023.
  • Funds reported $366M of Invesco S&P 500 Equal Weight Consumer Staples ETF stock for Q4 2023, up 1.1% quarter-over-quarter.
  • 15 funds opened new Invesco S&P 500 Equal Weight Consumer Staples ETF positions in Q4 2023 and 10 closed out, a net change of +5 holders.
  • The largest Invesco S&P 500 Equal Weight Consumer Staples ETF buyer in Q4 2023 was Morgan Stanley, an estimated $8.74M added.
  • The largest Invesco S&P 500 Equal Weight Consumer Staples ETF seller in Q4 2023 was Osaic Holdings, an estimated $9.89M sold.

Based on aggregated 13F filings for Q4 2023.