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Invesco S&P 500 Equal Weight Consumer Staples ETF

125 hedge funds and large institutions have $265M invested in Invesco S&P 500 Equal Weight Consumer Staples ETF in 2022 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 45 increasing their positions, 34 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

32% more repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 34

28.97% more ownership

Funds ownership: 228.47%257.44% (+29%)

27% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 11

24% more capital invested

Capital invested by funds: $215M → $265M (+$50.9M)

0% more funds holding

Funds holding: 125125 (0)

0% more funds holding in top 10

Funds holding in top 10: 66 (0)

Holders
125
Holders Change
Holders Change %
0%
% of All Funds
1.97%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
14
Increased
45
Reduced
34
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$24.7M -$1.45M -43,030 -6%
EF
2
Empowered Funds
Pennsylvania
$20.5M +$20.4M +606,210 New
Bank of America
3
Bank of America
North Carolina
$15.6M +$6.87M +204,515 +80%
Morgan Stanley
4
Morgan Stanley
New York
$14.5M +$1.83M +54,585 +15%
CAC
5
Certified Advisory Corp
Florida
$12.2M +$4.71K +140 +0%
Osaic Holdings
6
Osaic Holdings
Arizona
$11.7M -$348K -10,355 -4%
PWG
7
Private Wealth Group
Florida
$11M -$399K -11,870 -4%
Cambridge Investment Research Advisors
8
Cambridge Investment Research Advisors
Iowa
$8.45M +$1.05M +31,285 +14%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$8.08M +$4.47M +133,100 +126%
MAG
10
MRA Advisory Group
New Jersey
$7.72M +$3.47M +103,300 +83%
AAS
11
Ameritas Advisory Services
Nebraska
$7.3M +$233K +6,945 +3%
AF
12
Affiance Financial
Minnesota
$6.84M -$612K -18,210 -8%
SAS
13
Stelac Advisory Services
New York
$6.61M +$73.1K +2,175 +1%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$5.37M -$45.7K -1,360 -0.9%
AWM
15
AE Wealth Management
Kansas
$5.06M +$4.32M +128,670 +619%
Ameriprise
16
Ameriprise
Minnesota
$4.59M +$1.55M +46,015 +52%
UBS Group
17
UBS Group
Switzerland
$4.02M +$180K +5,365 +5%
RJFSA
18
Raymond James Financial Services Advisors
Florida
$3.9M +$198K +5,900 +5%
Prudential Financial
19
Prudential Financial
New Jersey
$3.87M +$134K +3,985 +4%
MCC
20
Money Concepts Capital
Florida
$3.85M +$3.82M +113,760 New
RWG
21
Ratio Wealth Group
Colorado
$3.84M +$3.81M +113,455 New
WAM
22
Worth Asset Management
Texas
$3.54M +$3.43M +102,000 New
PSF
23
Pacific Sun Financial
California
$3.35M +$17.6K +525 +0.5%
FFN
24
Focus Financial Network
Minnesota
$3.22M +$3.2M +95,130 New
WI
25
WBI Investments
New Jersey
$3.21M +$122K +3,625 +4%

RSPS Hedge Fund Activity: Q1 2022 in Review

125 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Equal Weight Consumer Staples ETF (RSPS) for Q1 2022, worth a combined $265M — up 24% from $215M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new RSPS positions and 11 closed out — a net gain of 3 holders — while 45 added to existing stakes and 34 trimmed.

The largest buyer was Empowered Funds, opening a new position worth an estimated $20.4M. The largest seller was IronBridge Private Wealth, exiting entirely with an estimated $6.8M sold.

  • 125 institutional investors held Invesco S&P 500 Equal Weight Consumer Staples ETF (RSPS) as of Q1 2022, unchanged from Q4 2021.
  • Funds reported $265M of Invesco S&P 500 Equal Weight Consumer Staples ETF stock for Q1 2022, up 24% quarter-over-quarter.
  • 14 funds opened new Invesco S&P 500 Equal Weight Consumer Staples ETF positions in Q1 2022 and 11 closed out, a net change of +3 holders.
  • The largest Invesco S&P 500 Equal Weight Consumer Staples ETF buyer in Q1 2022 was Empowered Funds, an estimated $20.4M added.
  • The largest Invesco S&P 500 Equal Weight Consumer Staples ETF seller in Q1 2022 was IronBridge Private Wealth, an estimated $6.8M sold.

Based on aggregated 13F filings for Q1 2022.