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
| 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
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
VNA
51
Valley National Advisers
Bethlehem,
Pennsylvania
| $1K | +$922 | +27 | +450% |
|
|
PAG
52
Private Advisor Group
Morristown,
New Jersey
| – | -$266K | -8,515 | Closed |
|
|
LFG
53
LifePlan Financial Group
Dayton,
Ohio
| – | -$240K | -7,673 | Closed |
|
54
Envestnet Asset Management
Chicago,
Illinois
| – | -$226K | -7,242 | Closed |
|
|
AA
55
Advisory Alpha
Holland,
Michigan
| – | -$64K | -2,050 | Closed |
|
|
LYV
56
Live Your Vision
West Conshohocken,
Pennsylvania
| – | -$9K | -300 | Closed |
|
|
FIB
57
First Interstate Bank
Billings,
Montana
| – | -$3K | -100 | Closed |
|
|
KF
58
Krilogy Financial
St. Louis,
Missouri
| – | -$2K | -75 | Closed |
|
59
Mariner
Overland Park,
Kansas
| – | -$1K | -48 | Closed |
|
|
WA
60
WealthTrust-Arizona
Scottsdale,
Arizona
| – | +$205 | +6 | New |
|
61
AssetMark Inc
Concord,
California
| – | +$273 | +8 | New |
|
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.