We are live on ! Find out more
RSPS icon

Invesco S&P 500 Equal Weight Consumer Staples ETF

120 hedge funds and large institutions have $223M invested in Invesco S&P 500 Equal Weight Consumer Staples ETF in 2019 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 32 increasing their positions, 41 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

271% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 7

50% more funds holding in top 10

Funds holding in top 10: 46 (+2)

19% more funds holding

Funds holding: 101120 (+19)

17% more capital invested

Capital invested by funds: $190M → $223M (+$32.2M)

10.95% more ownership

Funds ownership: 206.34%217.29% (+11%)

22% less repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 41

Holders
120
Holders Change
+19
Holders Change %
+18.81%
% of All Funds
2.36%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.12%
New
26
Increased
32
Reduced
41
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Janney Montgomery Scott
76
Janney Montgomery Scott
Pennsylvania
$249K -$80.2K -2,840 -25%
DP
77
Denver PWM
Colorado
$247K -$26.5K -940 -10%
SPP
78
Single Point Partners
Massachusetts
$236K +$228K +8,075 New
ACA
79
Atlas Capital Advisors
Wyoming
$229K -$30.6K -1,085 -12%
CAM
80
Concorde Asset Management
Michigan
$227K +$220K +7,795 New
ISWM
81
Independent Solutions Wealth Management
New York
$214K +$207K +7,315 New
CS
82
Comerica Securities
Michigan
$212K
PAG
83
Private Advisor Group
New Jersey
$206K +$199K +7,045 New
Northwestern Mutual Wealth Management
84
Northwestern Mutual Wealth Management
Wisconsin
$203K +$45K +1,595 +30%
CFGS
85
Concourse Financial Group Securities
Alabama
$179K +$169K +5,975 +3,983%
PNC Financial Services Group
86
PNC Financial Services Group
Pennsylvania
$153K -$96K -3,400 -39%
CAGAS
87
Capital Advisory Group Advisory Services
Minnesota
$99K +$97.1K +3,440 New
IA
88
IFP Advisors
Florida
$92K -$5.79K -205 -6%
GWM
89
Geneos Wealth Management
Colorado
$82K +$58.3K +2,065 +268%
VCP
90
Verus Capital Partners
Arizona
$80K +$77.6K +2,750 New
SBL
91
Sargent Bickham Lagudis
Colorado
$47K
WCG
92
Weaver Consulting Group
California
$46K
RCA
93
Rowland Carmichael Advisors
Arizona
$37K
BRC
94
Bell Rock Capital
Delaware
$36K -$11.3K -400 -24%
CTC
95
Central Trust Company
Missouri
$26K
Fidelity Investments
96
Fidelity Investments
Massachusetts
$24K -$141 -5 -0.6%
KPW
97
Kore Private Wealth
New York
$24K +$23K +815 New
ADL
98
Asset Dedication LLC
California
$23K
WAP
99
Wealthcare Advisory Partners
Pennsylvania
$23K +$141 +5 +0.6%
Bank of Montreal
100
Bank of Montreal
Ontario, Canada
$22K

RSPS Hedge Fund Activity: Q4 2019 in Review

120 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Equal Weight Consumer Staples ETF (RSPS) for Q4 2019, worth a combined $223M — up 17% from $190M a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new RSPS positions and 7 closed out — a net gain of 19 holders — while 32 added to existing stakes and 41 trimmed.

The largest buyer was Tradewinds Capital Management, adding an estimated $4.78M. The largest seller was Brinker Capital Investments, cutting an estimated $3.11M.

  • 120 institutional investors held Invesco S&P 500 Equal Weight Consumer Staples ETF (RSPS) as of Q4 2019, up from 101 in Q3 2019.
  • Funds reported $223M of Invesco S&P 500 Equal Weight Consumer Staples ETF stock for Q4 2019, up 17% quarter-over-quarter.
  • 26 funds opened new Invesco S&P 500 Equal Weight Consumer Staples ETF positions in Q4 2019 and 7 closed out, a net change of +19 holders.
  • The largest Invesco S&P 500 Equal Weight Consumer Staples ETF buyer in Q4 2019 was Tradewinds Capital Management, an estimated $4.78M added.
  • The largest Invesco S&P 500 Equal Weight Consumer Staples ETF seller in Q4 2019 was Brinker Capital Investments, an estimated $3.11M sold.

Based on aggregated 13F filings for Q4 2019.