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Invesco S&P 500 Equal Weight Consumer Staples ETF

133 hedge funds and large institutions have $354M invested in Invesco S&P 500 Equal Weight Consumer Staples ETF in 2022 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 51 increasing their positions, 43 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

19% more repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 43

14% more capital invested

Capital invested by funds: $309M → $354M (+$44.6M)

2% more funds holding

Funds holding: 130133 (+3)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

6.66% less ownership

Funds ownership: 261.22%254.56% (-6.7%)

Holders
133
Holders Change
+3
Holders Change %
+2.31%
% of All Funds
2.14%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.08%
New
15
Increased
51
Reduced
43
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$54.3M -$533K -15,900 -1%
LPL Financial
2
LPL Financial
California
$35.3M +$1.28M +38,275 +4%
Bank of America
3
Bank of America
North Carolina
$24M +$2.13M +63,605 +10%
Osaic Holdings
4
Osaic Holdings
Arizona
$19.2M +$4.08M +121,800 +28%
AF
5
Affiance Financial
Minnesota
$16.1M -$482K -14,395 -3%
UBS Group
6
UBS Group
Switzerland
$15.3M +$708K +21,135 +5%
CAC
7
Certified Advisory Corp
Florida
$12.5M -$123K -3,665 -1%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$10.2M +$3.27M +97,615 +49%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$10M -$779K -23,260 -7%
Cambridge Investment Research Advisors
10
Cambridge Investment Research Advisors
Iowa
$7.84M -$31K -925 -0.4%
AAS
11
Ameritas Advisory Services
Nebraska
$7.12M +$29.6K +885 +0.4%
SAS
12
Stelac Advisory Services
New York
$6.59M
Ameriprise
13
Ameriprise
Minnesota
$6.34M +$2.76M +82,290 +80%
PCH
14
PGIM Custom Harvest
New Jersey
$5.82M +$5.72M +170,625 New
Stifel Financial
15
Stifel Financial
Missouri
$5.19M +$2.39M +71,465 +89%
Northwestern Mutual Wealth Management
16
Northwestern Mutual Wealth Management
Wisconsin
$4.87M +$2.05M +61,215 +75%
RJFSA
17
Raymond James Financial Services Advisors
Florida
$4.76M -$198K -5,905 -4%
AWM
18
AE Wealth Management
Kansas
$4.37M -$633K -18,885 -13%
RWG
19
Ratio Wealth Group
Colorado
$4.36M +$40K +1,195 +0.9%
FFN
20
Focus Financial Network
Minnesota
$3.64M +$256K +7,650 +8%
WAM
21
Worth Asset Management
Texas
$3.33M +$1.09M +32,510 +50%
CAN
22
Cetera Advisor Networks
California
$3.22M +$219K +6,535 +7%
FTS
23
Fifth Third Securities
Ohio
$3.18M +$1.43M +42,590 +84%
PSF
24
Pacific Sun Financial
California
$3.15M -$126K -3,775 -4%
TFGT
25
TS Financial Group (TSFG)
Illinois
$2.99M -$54.9K -1,640 -2%

RSPS Hedge Fund Activity: Q4 2022 in Review

133 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Equal Weight Consumer Staples ETF (RSPS) for Q4 2022, worth a combined $354M — up 14% from $309M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new RSPS positions and 9 closed out — a net gain of 6 holders — while 51 added to existing stakes and 43 trimmed.

The largest buyer was Osaic Holdings, adding an estimated $4.08M. The largest seller was Private Wealth Group, cutting an estimated $8.21M.

  • 133 institutional investors held Invesco S&P 500 Equal Weight Consumer Staples ETF (RSPS) as of Q4 2022, up from 130 in Q3 2022.
  • Funds reported $354M of Invesco S&P 500 Equal Weight Consumer Staples ETF stock for Q4 2022, up 14% quarter-over-quarter.
  • 15 funds opened new Invesco S&P 500 Equal Weight Consumer Staples ETF positions in Q4 2022 and 9 closed out, a net change of +6 holders.
  • The largest Invesco S&P 500 Equal Weight Consumer Staples ETF buyer in Q4 2022 was Osaic Holdings, an estimated $4.08M added.
  • The largest Invesco S&P 500 Equal Weight Consumer Staples ETF seller in Q4 2022 was Private Wealth Group, an estimated $8.21M sold.

Based on aggregated 13F filings for Q4 2022.