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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
CSPIA
126
Cary Street Partners Investment Advisory
Virginia
$12.8K
AAMA
127
Advanced Asset Management Advisors
Ohio
$10.9K
WOC
128
West Oak Capital
California
$10.2K
Fifth Third Bancorp
129
Fifth Third Bancorp
Ohio
$9.37K
KM
130
Kalos Management
Georgia
$8.69K
BFEC
131
Benjamin F. Edwards & Company
Missouri
$8K -$504 -15 -6%
Commonwealth Equity Services
132
Commonwealth Equity Services
Massachusetts
$7.91K -$2.08M -61,805 -21%
LFG
133
Larson Financial Group
Missouri
$5.59K +$5.54K +165 New
PA
134
Parallel Advisors
California
$4.94K
SIS
135
Strategic Investment Solutions
Illinois
$4.94K +$4.87K +145 New
LF
136
Lee Financial
Texas
$3.07K
FGAM
137
Financial Gravity Asset Management
Texas
$2.07K -$168 -5 -0.6%
WI
138
WBI Investments
New Jersey
-$2.45M -71,840 Closed
LI
139
LVZ Inc
Michigan
-$809K -23,720 Closed
WEPOG
140
Wealth Enhancement & Preservation of GA
Georgia
-$451K -13,215 Closed
SPC
141
Sigma Planning Corp
Michigan
-$238K -6,985 Closed
RIA
142
Realta Investment Advisors
Delaware
-$52K -1,525 Closed
Rockefeller Capital Management
143
Rockefeller Capital Management
New York
-$25K -760 Closed
PIMG
144
Patriot Investment Management Group
Tennessee
-$17.1K -510 Closed
SPIA
145
Steward Partners Investment Advisory
New York
-$4.09K -120 Closed
AWM
146
Accurate Wealth Management
Florida
-$1.55K -45 Closed

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.