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Invesco S&P 500 Equal Weight Consumer Staples ETF

125 hedge funds and large institutions have $361M invested in Invesco S&P 500 Equal Weight Consumer Staples ETF in 2023 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 36 increasing their positions, 58 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

4% less funds holding

Funds holding: 130125 (-5)

23% less capital invested

Capital invested by funds: $469M → $361M (-$107M)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

29% less first-time investments, than exits

New positions opened: 10 | Existing positions closed: 14

38% less repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 58

252.43% less ownership

Funds ownership: 314.85%62.42% (-252%)

Holders
125
Holders Change
-5
Holders Change %
-3.85%
% of All Funds
1.98%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
10
Increased
36
Reduced
58
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LFA
101
Legend Financial Advisors
Pennsylvania
$65.3K
GWSG
102
GPS Wealth Strategies Group
Colorado
$48.4K -$5.06K -155 -9%
RIA
103
Realta Investment Advisors
Delaware
$48.3K -$37.8K -1,156 -80%
SHIM
104
Stone House Investment Management
Pennsylvania
$34.1K +$294 +9 +0.8%
Carson Wealth (CWM LLC)
105
Carson Wealth (CWM LLC)
Nebraska
$34K
ACA
106
Atlas Capital Advisors
Wyoming
$29.4K +$65 +2 +0.2%
CIAS
107
Capital Investment Advisory Services
North Carolina
$28.5K
MFA
108
McClarren Financial Advisors
Pennsylvania
$28K +$229 +7 +0.8%
JWA
109
JFS Wealth Advisors
Pennsylvania
$23K +$163 +5 +0.7%
CHA
110
Carmichael Hill & Associates
Maryland
$20.7K
BWL
111
Bogart Wealth LLC
Virginia
$17.8K +$65 +2 +0.3%
US Bancorp
112
US Bancorp
Minnesota
$17.3K
RAM
113
Riggs Asset Management
Pennsylvania
$15K
CFGS
114
Concourse Financial Group Securities
Alabama
$13.8K
CSPIA
115
Cary Street Partners Investment Advisory
Virginia
$11.3K
Comerica Bank
116
Comerica Bank
Texas
$10.8K +$11.8K +360 New
ADL
117
Asset Dedication LLC
California
$10K -$2.12K -65 -17%
AAMA
118
Advanced Asset Management Advisors
Ohio
$9.61K
WOC
119
West Oak Capital
California
$9K
Fifth Third Bancorp
120
Fifth Third Bancorp
Ohio
$8.26K
WT
121
Whittier Trust
California
$7.51K +$8.16K +250 New
BFEC
122
Benjamin F. Edwards & Company
Missouri
$7K
William Blair & Company
123
William Blair & Company
Illinois
$5.26K
PA
124
Parallel Advisors
California
$4.36K
CWC
125
Carolinas Wealth Consulting
North Carolina
$3.08K +$3.46K +106 New

RSPS Hedge Fund Activity: Q3 2023 in Review

125 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Equal Weight Consumer Staples ETF (RSPS) for Q3 2023, worth a combined $361M — down 23% from $469M a quarter earlier.

Sellers outnumbered buyers: 14 funds closed out of RSPS and 10 opened new positions — a net loss of 4 holders — while 58 trimmed existing stakes and 36 added.

The largest buyer was Ameritas Advisory Services, opening a new position worth an estimated $6.74M. The largest seller was Phoenix Financial, cutting an estimated $40M.

  • 125 institutional investors held Invesco S&P 500 Equal Weight Consumer Staples ETF (RSPS) as of Q3 2023, down from 130 in Q2 2023.
  • Funds reported $361M of Invesco S&P 500 Equal Weight Consumer Staples ETF stock for Q3 2023, down 23% quarter-over-quarter.
  • 10 funds opened new Invesco S&P 500 Equal Weight Consumer Staples ETF positions in Q3 2023 and 14 closed out, a net change of -4 holders.
  • The largest Invesco S&P 500 Equal Weight Consumer Staples ETF buyer in Q3 2023 was Ameritas Advisory Services, an estimated $6.74M added.
  • The largest Invesco S&P 500 Equal Weight Consumer Staples ETF seller in Q3 2023 was Phoenix Financial, an estimated $40M sold.

Based on aggregated 13F filings for Q3 2023.