Invesco S&P 500 Equal Weight Financials ETF
RSPF
85 hedge funds and large institutions have $164M invested in Invesco S&P 500 Equal Weight Financials ETF in 2017 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 36 increasing their positions, 16 reducing their positions, and 5 closing their positions.
360% more first-time investments, than exits
New positions opened: 23 | Existing positions closed: 5
125% more repeat investments, than reductions
Existing positions increased: 36 | Existing positions reduced: 16
25% more funds holding
Funds holding: 68 → 85 (+17)
18% more capital invested
Capital invested by funds: $139M → $164M (+$24.9M)
0.82% more ownership
Funds ownership: 42.24% → 43.06% (+0.82%)
25% less funds holding in top 10
Funds holding in top 10: 4 → 3 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$4.72M |
| 2 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$3.49M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$3.33M |
| 4 |
LPL Financial
San Diego,
California
|
+$1.52M |
| 5 |
AA
Advisory Alpha
Holland,
Michigan
|
+$1.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TCM
Tradewinds Capital Management
Bellingham,
Washington
|
-$11.6M |
| 2 |
ACM
Avalon Capital Management
Port Of Redwood City,
California
|
-$1.26M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.04M |
| 4 |
WSTAM
Wilbanks Smith & Thomas Asset Management
Norfolk,
Virginia
|
-$758K |
| 5 |
SAM
SignalPoint Asset Management
Springfield,
Missouri
|
-$402K |
RSPF Hedge Fund Activity: Q4 2017 in Review
85 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Equal Weight Financials ETF (RSPF) for Q4 2017, worth a combined $164M — up 18% from $139M a quarter earlier.
Buyers outnumbered sellers: 23 funds opened new RSPF positions and 5 closed out — a net gain of 18 holders — while 36 added to existing stakes and 16 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $4.72M. The largest seller was Tradewinds Capital Management, cutting an estimated $11.6M.
- 85 institutional investors held Invesco S&P 500 Equal Weight Financials ETF (RSPF) as of Q4 2017, up from 68 in Q3 2017.
- Funds reported $164M of Invesco S&P 500 Equal Weight Financials ETF stock for Q4 2017, up 18% quarter-over-quarter.
- 23 funds opened new Invesco S&P 500 Equal Weight Financials ETF positions in Q4 2017 and 5 closed out, a net change of +18 holders.
- The largest Invesco S&P 500 Equal Weight Financials ETF buyer in Q4 2017 was Morgan Stanley, an estimated $4.72M added.
- The largest Invesco S&P 500 Equal Weight Financials ETF seller in Q4 2017 was Tradewinds Capital Management, an estimated $11.6M sold.
Based on aggregated 13F filings for Q4 2017.