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Invesco S&P 500 Equal Weight Consumer Staples ETF

128 hedge funds and large institutions have $366M invested in Invesco S&P 500 Equal Weight Consumer Staples ETF in 2023 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 30 increasing their positions, 62 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 10

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

2% more funds holding

Funds holding: 125128 (+3)

1.17% more ownership

Funds ownership: 62.42%63.59% (+1.2%)

1% more capital invested

Capital invested by funds: $361M → $366M (+$4.08M)

52% less repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 62

Holders
128
Holders Change
+3
Holders Change %
+2.4%
% of All Funds
1.87%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
15
Increased
30
Reduced
62
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LFA
101
Legend Financial Advisors
Pennsylvania
$68.3K
GWSG
102
GPS Wealth Strategies Group
Colorado
$50.6K
PS
103
Principal Securities
Iowa
$44K +$41.9K +1,400 New
Carson Wealth (CWM LLC)
104
Carson Wealth (CWM LLC)
Nebraska
$43K +$7.18K +240 +21%
HR
105
Howe & Rusling
New York
$42K -$25.1K -840 -39%
SHIM
106
Stone House Investment Management
Pennsylvania
$35.9K +$299 +10 +0.9%
MFA
107
McClarren Financial Advisors
Pennsylvania
$30K +$269 +9 +1%
CIAS
108
Capital Investment Advisory Services
North Carolina
$29.8K
ACA
109
Atlas Capital Advisors
Wyoming
$25K -$5.39K -180 -18%
JWA
110
JFS Wealth Advisors
Pennsylvania
$24.2K +$180 +6 +0.8%
Qube Research & Technologies (QRT)
111
Qube Research & Technologies (QRT)
United Kingdom
$22.5K -$451K -15,079 -95%
CHA
112
Carmichael Hill & Associates
Maryland
$21.7K
US Bancorp
113
US Bancorp
Minnesota
$20.3K +$2.15K +72 +13%
HNB
114
Huntington National Bank
Ohio
$20.3K
BWL
115
Bogart Wealth LLC
Virginia
$18.8K +$150 +5 +0.8%
CFGS
116
Concourse Financial Group Securities
Alabama
$14.4K
CPG
117
Custom Portfolio Group
Colorado
$14.1K +$13.5K +450 New
AAMA
118
Advanced Asset Management Advisors
Ohio
$10K
ADL
119
Asset Dedication LLC
California
$10K
WOC
120
West Oak Capital
California
$9K
Fifth Third Bancorp
121
Fifth Third Bancorp
Ohio
$8.63K
BFEC
122
Benjamin F. Edwards & Company
Missouri
$7K
Comerica Bank
123
Comerica Bank
Texas
$5.81K -$5.24K -175 -49%
William Blair & Company
124
William Blair & Company
Illinois
$5.5K
SIS
125
Strategic Investment Solutions
Illinois
$4.55K -$238K -7,946 -98%

RSPS Hedge Fund Activity: Q4 2023 in Review

128 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Equal Weight Consumer Staples ETF (RSPS) for Q4 2023, worth a combined $366M — up 1.1% from $361M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new RSPS positions and 10 closed out — a net gain of 5 holders — while 30 added to existing stakes and 62 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $8.74M. The largest seller was Osaic Holdings, cutting an estimated $9.89M.

  • 128 institutional investors held Invesco S&P 500 Equal Weight Consumer Staples ETF (RSPS) as of Q4 2023, up from 125 in Q3 2023.
  • Funds reported $366M of Invesco S&P 500 Equal Weight Consumer Staples ETF stock for Q4 2023, up 1.1% quarter-over-quarter.
  • 15 funds opened new Invesco S&P 500 Equal Weight Consumer Staples ETF positions in Q4 2023 and 10 closed out, a net change of +5 holders.
  • The largest Invesco S&P 500 Equal Weight Consumer Staples ETF buyer in Q4 2023 was Morgan Stanley, an estimated $8.74M added.
  • The largest Invesco S&P 500 Equal Weight Consumer Staples ETF seller in Q4 2023 was Osaic Holdings, an estimated $9.89M sold.

Based on aggregated 13F filings for Q4 2023.