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Invesco S&P 500 Equal Weight Consumer Staples ETF

130 hedge funds and large institutions have $469M invested in Invesco S&P 500 Equal Weight Consumer Staples ETF in 2023 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 39 increasing their positions, 55 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

31.63% more ownership

Funds ownership: 283.22%314.85% (+32%)

1% more capital invested

Capital invested by funds: $463M → $469M (+$5.5M)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

4% less funds holding

Funds holding: 135130 (-5)

28% less first-time investments, than exits

New positions opened: 13 | Existing positions closed: 18

29% less repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 55

Holders
130
Holders Change
-5
Holders Change %
-3.7%
% of All Funds
2.04%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
13
Increased
39
Reduced
55
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GWSG
101
GPS Wealth Strategies Group
Colorado
$59.1K -$1.36K -40 -2%
RIA
102
Realta Investment Advisors
Delaware
$48.3K +$49.3K +1,445 New
Carson Wealth (CWM LLC)
103
Carson Wealth (CWM LLC)
Nebraska
$38K +$5.29K +155 +16%
SHIM
104
Stone House Investment Management
Pennsylvania
$37.7K +$171 +5 +0.4%
ACA
105
Atlas Capital Advisors
Wyoming
$32.7K
CIAS
106
Capital Investment Advisory Services
North Carolina
$31.8K
MFA
107
McClarren Financial Advisors
Pennsylvania
$31K +$171 +5 +0.5%
JWA
108
JFS Wealth Advisors
Pennsylvania
$25.4K +$171 +5 +0.7%
CHA
109
Carmichael Hill & Associates
Maryland
$23.1K
BWL
110
Bogart Wealth LLC
Virginia
$19.7K +$171 +5 +0.9%
US Bancorp
111
US Bancorp
Minnesota
$19.3K
HS
112
Horan Securities
United States
$18.6K
WP
113
WealthPLAN Partners
Nebraska
$17.1K
RAM
114
Riggs Asset Management
Pennsylvania
$16.7K +$17.1K +500 New
CFGS
115
Concourse Financial Group Securities
Alabama
$15.4K -$6.32K -185 -29%
IPW
116
Impact Partnership Wealth
Georgia
$13.6K +$13.8K +405 New
FGAM
117
Financial Gravity Asset Management
Texas
$13K -$512 -15 -2%
ADL
118
Asset Dedication LLC
California
$13K
CSPIA
119
Cary Street Partners Investment Advisory
Virginia
$12.6K
AAMA
120
Advanced Asset Management Advisors
Ohio
$10.7K
WOC
121
West Oak Capital
California
$10K
WAM
122
Worth Asset Management
Texas
$9.38K -$943K -27,615 -99%
Fifth Third Bancorp
123
Fifth Third Bancorp
Ohio
$9.21K
SF
124
Safeguard Financial
Wisconsin
$9K +$9.9K +290 New
KM
125
Kalos Management
Georgia
$8.54K

RSPS Hedge Fund Activity: Q2 2023 in Review

130 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Equal Weight Consumer Staples ETF (RSPS) for Q2 2023, worth a combined $469M — up 1.2% from $463M a quarter earlier.

Sellers outnumbered buyers: 18 funds closed out of RSPS and 13 opened new positions — a net loss of 5 holders — while 55 trimmed existing stakes and 39 added.

The largest buyer was Phoenix Financial, adding an estimated $19.7M. The largest seller was Ameritas Advisory Services, exiting entirely with an estimated $7.15M sold.

  • 130 institutional investors held Invesco S&P 500 Equal Weight Consumer Staples ETF (RSPS) as of Q2 2023, down from 135 in Q1 2023.
  • Funds reported $469M of Invesco S&P 500 Equal Weight Consumer Staples ETF stock for Q2 2023, up 1.2% quarter-over-quarter.
  • 13 funds opened new Invesco S&P 500 Equal Weight Consumer Staples ETF positions in Q2 2023 and 18 closed out, a net change of -5 holders.
  • The largest Invesco S&P 500 Equal Weight Consumer Staples ETF buyer in Q2 2023 was Phoenix Financial, an estimated $19.7M added.
  • The largest Invesco S&P 500 Equal Weight Consumer Staples ETF seller in Q2 2023 was Ameritas Advisory Services, an estimated $7.15M sold.

Based on aggregated 13F filings for Q2 2023.