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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
FFA
76
Fortune Financial Advisors
Kansas
$317K -$39.2K -1,311 -11%
VIM
77
Vista Investment Management
Pennsylvania
$289K +$23.5K +784 +9%
AA
78
Advisory Alpha
Michigan
$287K -$150 -5 -0.1%
RWA
79
Redhawk Wealth Advisors
Minnesota
$284K +$270K +9,039 New
Creative Planning
80
Creative Planning
Kansas
$283K +$30 +1 +0%
PNC Financial Services Group
81
PNC Financial Services Group
Pennsylvania
$264K
MML Investors Services
82
MML Investors Services
Massachusetts
$245K -$55.3K -1,848 -19%
TRCT
83
Tower Research Capital (TRC)
New York
$244K -$340K -11,372 -59%
TSS
84
Two Sigma Securities
New York
$244K -$17.4K -582 -7%
Cetera Investment Advisers
85
Cetera Investment Advisers
Illinois
$227K -$205K -6,838 -49%
KPWS
86
Kestra Private Wealth Services
Texas
$211K -$5.69K -190 -3%
PTC
87
Private Trust Company
Ohio
$211K
Mercer Global Advisors
88
Mercer Global Advisors
Colorado
$206K -$74.6K -2,494 -28%
Cerity Partners
89
Cerity Partners
New York
$204K +$194K +6,485 New
AF
90
Allworth Financial
California
$201K
ASN
91
Advisory Services Network
Georgia
$197K +$188K +6,290 New
AWM
92
Avior Wealth Management
Nebraska
$174K +$60 +2 +0%
NFA
93
Northwest Financial Advisors
Virginia
$163K +$155K +5,190 New
Fidelity Investments
94
Fidelity Investments
Massachusetts
$161K -$1.56K -52 -1%
GWM
95
Geneos Wealth Management
Colorado
$123K -$32.9K -1,100 -22%
Northwestern Mutual Wealth Management
96
Northwestern Mutual Wealth Management
Wisconsin
$117K -$8.23K -275 -7%
RG
97
Retirement Group
California
$115K +$109K +3,655 New
MIFH
98
Migdal Insurance & Financial Holdings
Israel
$104K
LOIP
99
Live Oak Investment Partners
Texas
$101K
HWA
100
HHM Wealth Advisors
Tennessee
$81.6K

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.