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Invesco S&P 500 Equal Weight Consumer Staples ETF

135 hedge funds and large institutions have $281M invested in Invesco S&P 500 Equal Weight Consumer Staples ETF in 2022 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 53 increasing their positions, 33 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

125% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 8

61% more repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 33

50% more funds holding in top 10

Funds holding in top 10: 69 (+3)

8% more funds holding

Funds holding: 125135 (+10)

6% more capital invested

Capital invested by funds: $265M → $281M (+$15.5M)

12.33% less ownership

Funds ownership: 257.44%245.11% (-12%)

Holders
135
Holders Change
+10
Holders Change %
+8%
% of All Funds
2.27%
Holding in Top 10
9
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+50%
% of All Funds
0.15%
New
18
Increased
53
Reduced
33
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$28.6M +$4.53M +132,925 +18%
Bank of America
2
Bank of America
North Carolina
$20.8M +$5.68M +166,825 +36%
Morgan Stanley
3
Morgan Stanley
New York
$18.5M +$4.37M +128,325 +30%
Osaic Holdings
4
Osaic Holdings
Arizona
$12.7M +$4.38M +128,670 +51%
CAC
5
Certified Advisory Corp
Florida
$11.9M +$8.01K +235 +0.1%
AF
6
Affiance Financial
Minnesota
$11.5M +$4.97M +145,840 +72%
PWG
7
Private Wealth Group
Florida
$9.92M -$875K -25,690 -8%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$9.21M +$1.34M +39,190 +16%
EF
9
Empowered Funds
Pennsylvania
$8.94M -$11.5M -336,455 -56%
Cambridge Investment Research Advisors
10
Cambridge Investment Research Advisors
Iowa
$7.96M -$327K -9,595 -4%
AAS
11
Ameritas Advisory Services
Nebraska
$7.06M -$87K -2,555 -1%
MAG
12
MRA Advisory Group
New Jersey
$6.93M -$645K -18,945 -8%
SAS
13
Stelac Advisory Services
New York
$6.4M -$65.7K -1,930 -1%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$6.19M +$963K +28,275 +18%
RWG
15
Ratio Wealth Group
Colorado
$5.08M +$1.36M +39,895 +35%
AWM
16
AE Wealth Management
Kansas
$4.83M -$131K -3,860 -3%
SAM
17
Synergy Asset Management
Washington
$4.33M +$4.45M +130,675 New
Prudential Financial
18
Prudential Financial
New Jersey
$4.22M +$419K +12,300 +11%
RJFSA
19
Raymond James Financial Services Advisors
Florida
$4.07M +$259K +7,605 +7%
UBS Group
20
UBS Group
Switzerland
$4.05M +$123K +3,615 +3%
WAM
21
Worth Asset Management
Texas
$3.82M +$451K +13,245 +13%
Ameriprise
22
Ameriprise
Minnesota
$3.39M -$1.12M -32,955 -24%
FFN
23
Focus Financial Network
Minnesota
$3.37M +$222K +6,530 +7%
Wells Fargo
24
Wells Fargo
California
$3.27M +$1.98M +58,020 +142%
PSF
25
Pacific Sun Financial
California
$3.27M -$5.45K -160 -0.2%

RSPS Hedge Fund Activity: Q2 2022 in Review

135 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Equal Weight Consumer Staples ETF (RSPS) for Q2 2022, worth a combined $281M — up 5.8% from $265M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new RSPS positions and 8 closed out — a net gain of 10 holders — while 53 added to existing stakes and 33 trimmed.

The largest buyer was Bank of America, adding an estimated $5.68M. The largest seller was Empowered Funds, cutting an estimated $11.5M.

  • 135 institutional investors held Invesco S&P 500 Equal Weight Consumer Staples ETF (RSPS) as of Q2 2022, up from 125 in Q1 2022.
  • Funds reported $281M of Invesco S&P 500 Equal Weight Consumer Staples ETF stock for Q2 2022, up 5.8% quarter-over-quarter.
  • 18 funds opened new Invesco S&P 500 Equal Weight Consumer Staples ETF positions in Q2 2022 and 8 closed out, a net change of +10 holders.
  • The largest Invesco S&P 500 Equal Weight Consumer Staples ETF buyer in Q2 2022 was Bank of America, an estimated $5.68M added.
  • The largest Invesco S&P 500 Equal Weight Consumer Staples ETF seller in Q2 2022 was Empowered Funds, an estimated $11.5M sold.

Based on aggregated 13F filings for Q2 2022.