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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.

New
Increased
Maintained
Reduced
Closed

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%)

Holders
54
Holders Change
+10
Holders Change %
+22.73%
% of All Funds
1.35%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.03%
New
19
Increased
22
Reduced
9
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
WSTAM
Wilbanks Smith & Thomas Asset Management
Virginia
+$98.6M
2
Bank of America
Bank of America
North Carolina
+$6.43M
3
Morgan Stanley
Morgan Stanley
New York
+$3.85M
4
Wells Fargo
Wells Fargo
California
+$3.77M
5
FA
FDx Advisors
Illinois
+$3.62M

Top Sellers

1
AG
Advisor Group
Arizona
-$427K
2
PAG
Private Advisor Group
New Jersey
-$266K
3
LFG
LifePlan Financial Group
Ohio
-$240K
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$229K
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$226K
Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
26
Merriman Wealth Management
Washington
$435K +$403K +11,800 New
ECML
27
Eagle Capital Management (Louisiana)
Louisiana
$413K +$383K +11,212 New
Stifel Financial
28
Stifel Financial
Missouri
$385K +$356K +10,421 New
SCA
29
Snowden Capital Advisors
New York
$379K +$6.32K +185 +2%
CAN
30
Cetera Advisor Networks
California
$355K -$56.4K -1,651 -15%
Commonwealth Equity Services
31
Commonwealth Equity Services
Massachusetts
$324K +$300K +8,795 New
SI
32
SII Investments
Wisconsin
$314K +$289K +8,473 New
BTS
33
BB&T Securities
Virginia
$281K – – –
CWM
34
Concert Wealth Management
California
$268K +$201K +5,896 +388%
FAAS
35
First Allied Advisory Services
California
$265K +$26K +761 +12%
BCI
36
Brinker Capital Investments
Pennsylvania
$262K -$9.12K -267 -4%
SWP
37
Stratos Wealth Partners
Ohio
$221K +$205K +5,998 New
LBC
38
Lowe Brockenbrough & Co
Virginia
$221K +$205K +6,000 New
VFA
39
Voya Financial Advisors
Connecticut
$216K +$200K +5,871 New
Susquehanna International Group
40
Susquehanna International Group
Pennsylvania
$208K -$35K -1,026 -15%
LCM
41
Liberty Capital Management
Michigan
$208K – – –
SBL
42
Sargent Bickham Lagudis
Colorado
$118K -$22.6K -661 -17%
SIG
43
Stanford Investment Group
California
$103K +$95.3K +2,790 New
WEC
44
Winslow Evans & Crocker
Massachusetts
$67.1K +$62.3K +1,824 New
MFS
45
MSI Financial Services
Massachusetts
$43K +$39.2K +1,147 +3,823%
AG
46
Advisor Group
Arizona
$27K -$427K -12,493 -94%
IA
47
IFP Advisors
Florida
$22K – – –
BFEC
48
Benjamin F. Edwards & Company
Missouri
$13K +$6.66K +195 +134%
FTUS
49
Flow Traders U.S.
New York
$5K +$4.61K +135 New
BBPWM
50
Blue Bell Private Wealth Management
Pennsylvania
$2K -$1.71K -50 -50%
1
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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.