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
Bank of Montreal
101
Bank of Montreal
Ontario, Canada
$17K -$4.46K -140 -21%
BWL
102
Bogart Wealth LLC
Virginia
$17K +$159 +5 +0.9%
AWM
103
Accel Wealth Management
Iowa
$15K
FBT
104
First Bank & Trust
South Dakota
$15K
FWP
105
FAS Wealth Partners
Kansas
$15K +$15.6K +490 New
BFEC
106
Benjamin F. Edwards & Company
Missouri
$14K
ADL
107
Asset Dedication LLC
California
$12K
FDCDDQ
108
Federation des caisses Desjardins du Quebec
Quebec, Canada
$10K
AAMA
109
Advanced Asset Management Advisors
Ohio
$10K
WOC
110
West Oak Capital
California
$9K
Fifth Third Bancorp
111
Fifth Third Bancorp
Ohio
$8K
MFT
112
Moisand Fitzgerald Tamayo
Florida
$8K
BWM
113
BerganKDV Wealth Management
Minnesota
$8K +$8.77K +275 New
William Blair & Company
114
William Blair & Company
Illinois
$5K
PA
115
Parallel Advisors
California
$4K
TCM
116
Tradewinds Capital Management
Washington
$3K -$58.2K -1,825 -96%
LF
117
Lee Financial
Texas
$3K
AWA
118
Arkadios Wealth Advisors
Georgia
$2K
CW
119
CreativeOne Wealth
Kansas
-$1.3M -40,440 Closed
SPC
120
Sigma Planning Corp
Michigan
-$251K -7,800 Closed
FFS
121
Founders Financial Securities
Maryland
-$227K -7,050 Closed
NFG
122
Nations Financial Group
Iowa
-$219K -6,790 Closed
SPIA
123
Steward Partners Investment Advisory
New York
-$26K -815 Closed
TRCT
124
Tower Research Capital (TRC)
New York
-$18K -545 Closed

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.