Invesco S&P 500 Pure Value ETF
112 hedge funds and large institutions have $489M invested in Invesco S&P 500 Pure Value ETF in 2017 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 42 increasing their positions, 30 reducing their positions, and 12 closing their positions.
67% more first-time investments, than exits
New positions opened: 20 | Existing positions closed: 12
40% more repeat investments, than reductions
Existing positions increased: 42 | Existing positions reduced: 30
33% more funds holding in top 10
Funds holding in top 10: 6 → 8 (+2)
13% more capital invested
Capital invested by funds: $433M → $489M (+$55.7M)
7% more funds holding
Funds holding: 105 → 112 (+7)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$4.44M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$3.87M |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$3.66M |
| 4 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$3.56M |
| 5 |
ACM
Armbruster Capital Management
Pittsford,
New York
|
+$3.37M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CS
Credit Suisse
Zurich,
Switzerland
|
-$6.03M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$4.24M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
-$4.11M |
| 4 |
Goldman Sachs
New York
|
-$2.66M |
| 5 |
LFPWM
Leicht Financial Planning & Wealth Management
Parsippany,
New Jersey
|
-$2.1M |
RPV Hedge Fund Activity: Q4 2017 in Review
112 of the 4,419 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Pure Value ETF (RPV) for Q4 2017, worth a combined $489M — up 13% from $433M a quarter earlier.
Buyers outnumbered sellers: 20 funds opened new RPV positions and 12 closed out — a net gain of 8 holders — while 42 added to existing stakes and 30 trimmed.
The largest buyer was Raymond James & Associates, adding an estimated $4.44M. The largest seller was Credit Suisse, cutting an estimated $6.03M.
- 112 institutional investors held Invesco S&P 500 Pure Value ETF (RPV) as of Q4 2017, up from 105 in Q3 2017.
- Funds reported $489M of Invesco S&P 500 Pure Value ETF stock for Q4 2017, up 13% quarter-over-quarter.
- 20 funds opened new Invesco S&P 500 Pure Value ETF positions in Q4 2017 and 12 closed out, a net change of +8 holders.
- The largest Invesco S&P 500 Pure Value ETF buyer in Q4 2017 was Raymond James & Associates, an estimated $4.44M added.
- The largest Invesco S&P 500 Pure Value ETF seller in Q4 2017 was Credit Suisse, an estimated $6.03M sold.
Based on aggregated 13F filings for Q4 2017.