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Invesco S&P 500 Equal Weight Consumer Staples ETF

135 hedge funds and large institutions have $463M invested in Invesco S&P 500 Equal Weight Consumer Staples ETF in 2023 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 42 increasing their positions, 55 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

31% more capital invested

Capital invested by funds: $354M → $463M (+$110M)

28.66% more ownership

Funds ownership: 254.56%283.22% (+29%)

2% more funds holding

Funds holding: 133135 (+2)

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

24% less repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 55

Holders
135
Holders Change
+2
Holders Change %
+1.5%
% of All Funds
2.15%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.06%
New
15
Increased
42
Reduced
55
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FCA
101
Fortis Capital Advisors
Kansas
$97.8K +$58.1K +1,730 +152%
AP
102
Advisors Preferred
Maryland
$97.2K -$330K -9,820 -78%
HWA
103
HHM Wealth Advisors
Tennessee
$88.6K
HNB
104
Huntington National Bank
Ohio
$85.6K
HR
105
Howe & Rusling
New York
$79.2K -$3.02K -90 -4%
William Blair & Company
106
William Blair & Company
Illinois
$75.8K
LFA
107
Legend Financial Advisors
Pennsylvania
$74.1K -$168 -5 -0.2%
GWSG
108
GPS Wealth Strategies Group
Colorado
$61.5K +$60.6K +1,805 New
SHIM
109
Stone House Investment Management
Pennsylvania
$38.2K +$37.6K +1,120 New
ACA
110
Atlas Capital Advisors
Wyoming
$33.3K
Carson Wealth (CWM LLC)
111
Carson Wealth (CWM LLC)
Nebraska
$33K
CIAS
112
Capital Investment Advisory Services
North Carolina
$32.4K
MFA
113
McClarren Financial Advisors
Pennsylvania
$31K +$168 +5 +0.5%
JWA
114
JFS Wealth Advisors
Pennsylvania
$25.8K +$168 +5 +0.7%
CHA
115
Carmichael Hill & Associates
Maryland
$23.5K
BAAM
116
Baker Avenue Asset Management
California
$22.3K +$22K +655 New
CFGS
117
Concourse Financial Group Securities
Alabama
$22K
IA
118
IFP Advisors
Florida
$21K -$14.3K -425 -33%
BWL
119
Bogart Wealth LLC
Virginia
$19.9K +$168 +5 +0.9%
US Bancorp
120
US Bancorp
Minnesota
$19.6K
HS
121
Horan Securities
United States
$18.9K +$18.6K +555 New
WP
122
WealthPLAN Partners
Nebraska
$17.4K +$17.1K +510 New
AWM
123
Accel Wealth Management
Iowa
$17K
AC
124
AlphaCore Capital
California
$13.5K
ADL
125
Asset Dedication LLC
California
$13K

RSPS Hedge Fund Activity: Q1 2023 in Review

135 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Equal Weight Consumer Staples ETF (RSPS) for Q1 2023, worth a combined $463M — up 31% from $354M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new RSPS positions and 9 closed out — a net gain of 6 holders — while 42 added to existing stakes and 55 trimmed.

The largest buyer was Phoenix Financial, opening a new position worth an estimated $151M. The largest seller was Osaic Holdings, cutting an estimated $4.99M.

  • 135 institutional investors held Invesco S&P 500 Equal Weight Consumer Staples ETF (RSPS) as of Q1 2023, up from 133 in Q4 2022.
  • Funds reported $463M of Invesco S&P 500 Equal Weight Consumer Staples ETF stock for Q1 2023, up 31% quarter-over-quarter.
  • 15 funds opened new Invesco S&P 500 Equal Weight Consumer Staples ETF positions in Q1 2023 and 9 closed out, a net change of +6 holders.
  • The largest Invesco S&P 500 Equal Weight Consumer Staples ETF buyer in Q1 2023 was Phoenix Financial, an estimated $151M added.
  • The largest Invesco S&P 500 Equal Weight Consumer Staples ETF seller in Q1 2023 was Osaic Holdings, an estimated $4.99M sold.

Based on aggregated 13F filings for Q1 2023.