We are live on ! Find out more
RSPS icon

Invesco S&P 500 Equal Weight Consumer Staples ETF

125 hedge funds and large institutions have $361M invested in Invesco S&P 500 Equal Weight Consumer Staples ETF in 2023 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 36 increasing their positions, 58 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

4% less funds holding

Funds holding: 130125 (-5)

23% less capital invested

Capital invested by funds: $469M → $361M (-$107M)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

29% less first-time investments, than exits

New positions opened: 10 | Existing positions closed: 14

38% less repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 58

252.43% less ownership

Funds ownership: 314.85%62.42% (-252%)

Holders
125
Holders Change
-5
Holders Change %
-3.85%
% of All Funds
1.98%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
10
Increased
36
Reduced
58
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PF
1
Phoenix Financial
Israel
$116M -$40M -1,225,200 -24%
Morgan Stanley
2
Morgan Stanley
New York
$30.8M -$15.1M -463,075 -31%
LPL Financial
3
LPL Financial
California
$29.3M -$5.39M -165,165 -14%
Osaic Holdings
4
Osaic Holdings
Arizona
$17.1M +$3.17M +97,147 +21%
Bank of America
5
Bank of America
North Carolina
$12M -$4.7M -143,931 -26%
UBS Group
6
UBS Group
Switzerland
$10.8M -$597K -18,275 -5%
CAC
7
Certified Advisory Corp
Florida
$10.7M -$149K -4,551 -1%
AF
8
Affiance Financial
Minnesota
$10.3M +$433K +13,267 +4%
Ameriprise
9
Ameriprise
Minnesota
$10.2M +$869K +26,622 +8%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$9.5M -$816K -24,983 -7%
AAS
11
Ameritas Advisory Services
Nebraska
$6.2M +$6.74M +206,461 New
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$5.76M -$1.71M -52,231 -21%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$5.38M -$1.36M -41,699 -19%
PWG
14
Private Wealth Group
Florida
$4.69M +$3.67M +112,259 +256%
Wealth Enhancement Advisory Services
15
Wealth Enhancement Advisory Services
Minnesota
$3.5M +$3.8M +116,501 New
CAN
16
Cetera Advisor Networks
California
$3.15M -$182K -5,574 -5%
AWM
17
AE Wealth Management
Kansas
$3.14M -$222K -6,802 -6%
FFN
18
Focus Financial Network
Minnesota
$3.1M -$26.1K -798 -0.8%
Citadel Advisors
19
Citadel Advisors
Florida
$2.77M +$985K +30,161 +49%
PSF
20
Pacific Sun Financial
California
$2.71M -$57.6K -1,765 -2%
RFM
21
Royal Fund Management
Florida
$2.38M +$131K +4,017 +5%
TFGT
22
TS Financial Group (TSFG)
Illinois
$2.22M -$23.4K -715 -1%
SFPG
23
Stonebridge Financial Planning Group
Florida
$2.21M -$124K -3,782 -5%
Stifel Financial
24
Stifel Financial
Missouri
$2.18M -$2.22M -67,984 -48%
WCM
25
WealthBridge Capital Management
Ohio
$2.17M -$32.3K -988 -1%

RSPS Hedge Fund Activity: Q3 2023 in Review

125 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Equal Weight Consumer Staples ETF (RSPS) for Q3 2023, worth a combined $361M — down 23% from $469M a quarter earlier.

Sellers outnumbered buyers: 14 funds closed out of RSPS and 10 opened new positions — a net loss of 4 holders — while 58 trimmed existing stakes and 36 added.

The largest buyer was Ameritas Advisory Services, opening a new position worth an estimated $6.74M. The largest seller was Phoenix Financial, cutting an estimated $40M.

  • 125 institutional investors held Invesco S&P 500 Equal Weight Consumer Staples ETF (RSPS) as of Q3 2023, down from 130 in Q2 2023.
  • Funds reported $361M of Invesco S&P 500 Equal Weight Consumer Staples ETF stock for Q3 2023, down 23% quarter-over-quarter.
  • 10 funds opened new Invesco S&P 500 Equal Weight Consumer Staples ETF positions in Q3 2023 and 14 closed out, a net change of -4 holders.
  • The largest Invesco S&P 500 Equal Weight Consumer Staples ETF buyer in Q3 2023 was Ameritas Advisory Services, an estimated $6.74M added.
  • The largest Invesco S&P 500 Equal Weight Consumer Staples ETF seller in Q3 2023 was Phoenix Financial, an estimated $40M sold.

Based on aggregated 13F filings for Q3 2023.