Invesco S&P 500 Equal Weight Financials ETF
RSPF
66 hedge funds and large institutions have $197M invested in Invesco S&P 500 Equal Weight Financials ETF in 2017 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 24 increasing their positions, 16 reducing their positions, and 5 closing their positions.
260% more first-time investments, than exits
New positions opened: 18 | Existing positions closed: 5
50% more repeat investments, than reductions
Existing positions increased: 24 | Existing positions reduced: 16
22% more funds holding
Funds holding: 54 → 66 (+12)
9% more capital invested
Capital invested by funds: $181M → $197M (+$16.1M)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
1.35% less ownership
Funds ownership: 50.87% → 49.52% (-1.4%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$7.6M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$5.9M |
| 3 |
SAM
SignalPoint Asset Management
Springfield,
Missouri
|
+$3.06M |
| 4 |
Wells Fargo
San Francisco,
California
|
+$1.51M |
| 5 |
SI
Stephens Inc
Little Rock,
Arkansas
|
+$1.34M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WSTAM
Wilbanks Smith & Thomas Asset Management
Norfolk,
Virginia
|
-$11.1M |
| 2 |
Goldman Sachs
New York
|
-$3.82M |
| 3 |
FA
FDx Advisors
Chicago,
Illinois
|
-$697K |
| 4 |
LPL Financial
San Diego,
California
|
-$609K |
| 5 |
VKH
Virtu KCG Holdings
New York
|
-$473K |
RSPF Hedge Fund Activity: Q1 2017 in Review
66 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Equal Weight Financials ETF (RSPF) for Q1 2017, worth a combined $197M — up 8.9% from $181M a quarter earlier.
Buyers outnumbered sellers: 18 funds opened new RSPF positions and 5 closed out — a net gain of 13 holders — while 24 added to existing stakes and 16 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $7.6M. The largest seller was Wilbanks Smith & Thomas Asset Management, cutting an estimated $11.1M.
- 66 institutional investors held Invesco S&P 500 Equal Weight Financials ETF (RSPF) as of Q1 2017, up from 54 in Q4 2016.
- Funds reported $197M of Invesco S&P 500 Equal Weight Financials ETF stock for Q1 2017, up 8.9% quarter-over-quarter.
- 18 funds opened new Invesco S&P 500 Equal Weight Financials ETF positions in Q1 2017 and 5 closed out, a net change of +13 holders.
- The largest Invesco S&P 500 Equal Weight Financials ETF buyer in Q1 2017 was Morgan Stanley, an estimated $7.6M added.
- The largest Invesco S&P 500 Equal Weight Financials ETF seller in Q1 2017 was Wilbanks Smith & Thomas Asset Management, an estimated $11.1M sold.
Based on aggregated 13F filings for Q1 2017.