Invesco S&P 500 Equal Weight Financials ETF
RSPF
54 hedge funds and large institutions have $181M invested in Invesco S&P 500 Equal Weight Financials ETF in 2016 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 22 increasing their positions, 9 reducing their positions, and 8 closing their positions.
451% more capital invested
Capital invested by funds: $32.8M → $181M (+$148M)
144% more repeat investments, than reductions
Existing positions increased: 22 | Existing positions reduced: 9
138% more first-time investments, than exits
New positions opened: 19 | Existing positions closed: 8
23% more funds holding
Funds holding: 44 → 54 (+10)
20.31% more ownership
Funds ownership: 30.56% → 50.87% (+20%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WSTAM
Wilbanks Smith & Thomas Asset Management
Norfolk,
Virginia
|
+$98.6M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$6.43M |
| 3 |
Morgan Stanley
New York
|
+$3.85M |
| 4 |
Wells Fargo
San Francisco,
California
|
+$3.77M |
| 5 |
FA
FDx Advisors
Chicago,
Illinois
|
+$3.62M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AG
Advisor Group
Phoenix,
Arizona
|
-$427K |
| 2 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
-$266K |
| 3 |
LFG
LifePlan Financial Group
Dayton,
Ohio
|
-$240K |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$229K |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
-$226K |
RSPF Hedge Fund Activity: Q4 2016 in Review
54 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Equal Weight Financials ETF (RSPF) for Q4 2016, worth a combined $181M — up 451% from $32.8M a quarter earlier.
Buyers outnumbered sellers: 19 funds opened new RSPF positions and 8 closed out — a net gain of 11 holders — while 22 added to existing stakes and 9 trimmed.
The largest buyer was Wilbanks Smith & Thomas Asset Management, opening a new position worth an estimated $98.6M. The largest seller was Advisor Group, cutting an estimated $427K.
- 54 institutional investors held Invesco S&P 500 Equal Weight Financials ETF (RSPF) as of Q4 2016, up from 44 in Q3 2016.
- Funds reported $181M of Invesco S&P 500 Equal Weight Financials ETF stock for Q4 2016, up 451% quarter-over-quarter.
- 19 funds opened new Invesco S&P 500 Equal Weight Financials ETF positions in Q4 2016 and 8 closed out, a net change of +11 holders.
- The largest Invesco S&P 500 Equal Weight Financials ETF buyer in Q4 2016 was Wilbanks Smith & Thomas Asset Management, an estimated $98.6M added.
- The largest Invesco S&P 500 Equal Weight Financials ETF seller in Q4 2016 was Advisor Group, an estimated $427K sold.
Based on aggregated 13F filings for Q4 2016.