We are live on ! Find out more
RSPS icon

Invesco S&P 500 Equal Weight Consumer Staples ETF

133 hedge funds and large institutions have $354M invested in Invesco S&P 500 Equal Weight Consumer Staples ETF in 2022 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 51 increasing their positions, 43 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 9

19% more repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 43

14% more capital invested

Capital invested by funds: $309M → $354M (+$44.6M)

2% more funds holding

Funds holding: 130133 (+3)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

6.66% less ownership

Funds ownership: 261.22%254.56% (-6.7%)

Holders
133
Holders Change
+3
Holders Change %
+2.31%
% of All Funds
2.14%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.08%
New
15
Increased
51
Reduced
43
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HR
101
Howe & Rusling
New York
$82.4K
William Blair & Company
102
William Blair & Company
Illinois
$75.9K +$68.7K +2,050 +1,171%
LFA
103
Legend Financial Advisors
Pennsylvania
$74.2K
RIA
104
Realta Investment Advisors
Delaware
$52K +$168 +5 +0.3%
FCA
105
Fortis Capital Advisors
Kansas
$38.9K +$38.2K +1,140 New
ACA
106
Atlas Capital Advisors
Wyoming
$33.3K
Carson Wealth (CWM LLC)
107
Carson Wealth (CWM LLC)
Nebraska
$33K
CIAS
108
Capital Investment Advisory Services
North Carolina
$32.4K
IA
109
IFP Advisors
Florida
$32K -$9.55K -285 -18%
MFA
110
McClarren Financial Advisors
Pennsylvania
$31K +$30.8K +920 New
JWA
111
JFS Wealth Advisors
Pennsylvania
$25.6K +$168 +5 +0.7%
Rockefeller Capital Management
112
Rockefeller Capital Management
New York
$25K +$168 +5 +0.7%
CHA
113
Carmichael Hill & Associates
Maryland
$23.5K
SBL
114
Sargent Bickham Lagudis
Colorado
$22K -$9.71K -290 -31%
CFGS
115
Concourse Financial Group Securities
Alabama
$22K -$2.51K -75 -10%
FGAM
116
Financial Gravity Asset Management
Texas
$20.5K -$152K -4,535 -84%
BWL
117
Bogart Wealth LLC
Virginia
$19.8K
US Bancorp
118
US Bancorp
Minnesota
$19.6K
NA
119
NewEdge Advisors
Louisiana
$18.1K +$24.6K +735 New
PIMG
120
Patriot Investment Management Group
Tennessee
$17.1K +$17.1K +510 New
AWM
121
Accel Wealth Management
Iowa
$17.1K
CA
122
CoreCap Advisors
Michigan
$15K +$14.7K +440 New
AC
123
AlphaCore Capital
California
$13.5K
ADL
124
Asset Dedication LLC
California
$13K
CSPIA
125
Cary Street Partners Investment Advisory
Virginia
$12.8K +$12.6K +375 New

RSPS Hedge Fund Activity: Q4 2022 in Review

133 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Equal Weight Consumer Staples ETF (RSPS) for Q4 2022, worth a combined $354M — up 14% from $309M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new RSPS positions and 9 closed out — a net gain of 6 holders — while 51 added to existing stakes and 43 trimmed.

The largest buyer was Osaic Holdings, adding an estimated $4.08M. The largest seller was Private Wealth Group, cutting an estimated $8.21M.

  • 133 institutional investors held Invesco S&P 500 Equal Weight Consumer Staples ETF (RSPS) as of Q4 2022, up from 130 in Q3 2022.
  • Funds reported $354M of Invesco S&P 500 Equal Weight Consumer Staples ETF stock for Q4 2022, up 14% quarter-over-quarter.
  • 15 funds opened new Invesco S&P 500 Equal Weight Consumer Staples ETF positions in Q4 2022 and 9 closed out, a net change of +6 holders.
  • The largest Invesco S&P 500 Equal Weight Consumer Staples ETF buyer in Q4 2022 was Osaic Holdings, an estimated $4.08M added.
  • The largest Invesco S&P 500 Equal Weight Consumer Staples ETF seller in Q4 2022 was Private Wealth Group, an estimated $8.21M sold.

Based on aggregated 13F filings for Q4 2022.