Invesco S&P 500 Equal Weight Financials ETF
RSPF
24 hedge funds and large institutions have $48.6M invested in Invesco S&P 500 Equal Weight Financials ETF in 2014 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 13 increasing their positions, 3 reducing their positions, and 3 closing their positions.
333% more repeat investments, than reductions
Existing positions increased: 13 | Existing positions reduced: 3
67% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 3
43% more capital invested
Capital invested by funds: $34M → $48.6M (+$14.5M)
9% more funds holding
Funds holding: 22 → 24 (+2)
1.14% more ownership
Funds ownership: 70.25% → 71.39% (+1.1%)
Top Buyers
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$5.7M |
| 2 |
CCT
Country Club Trust
Kansas City,
Missouri
|
+$2.67M |
| 3 |
U
UBS
Zurich,
Switzerland
|
+$2.3M |
| 4 |
WSTAM
Wilbanks Smith & Thomas Asset Management
Norfolk,
Virginia
|
+$1.27M |
| 5 |
Morgan Stanley
New York
|
+$785K |
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
PAG
26
Private Advisor Group
Morristown,
New Jersey
| – | -$361K | -13,050 | Closed |
|
27
Ameriprise
Minneapolis,
Minnesota
| – | -$97K | -3,501 | Closed |
|
RSPF Hedge Fund Activity: Q1 2014 in Review
24 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Equal Weight Financials ETF (RSPF) for Q1 2014, worth a combined $48.6M — up 43% from $34M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new RSPF positions and 3 closed out — a net gain of 2 holders — while 13 added to existing stakes and 3 trimmed.
The largest buyer was Bank of America, adding an estimated $5.7M. The largest seller was Susquehanna International Group, exiting entirely with an estimated $1.22M sold.
- 24 institutional investors held Invesco S&P 500 Equal Weight Financials ETF (RSPF) as of Q1 2014, up from 22 in Q4 2013.
- Funds reported $48.6M of Invesco S&P 500 Equal Weight Financials ETF stock for Q1 2014, up 43% quarter-over-quarter.
- 5 funds opened new Invesco S&P 500 Equal Weight Financials ETF positions in Q1 2014 and 3 closed out, a net change of +2 holders.
- The largest Invesco S&P 500 Equal Weight Financials ETF buyer in Q1 2014 was Bank of America, an estimated $5.7M added.
- The largest Invesco S&P 500 Equal Weight Financials ETF seller in Q1 2014 was Susquehanna International Group, an estimated $1.22M sold.
Based on aggregated 13F filings for Q1 2014.