Invesco S&P 500 Equal Weight Financials ETF
RSPF
90 hedge funds and large institutions have $123M invested in Invesco S&P 500 Equal Weight Financials ETF in 2018 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 23 increasing their positions, 36 reducing their positions, and 16 closing their positions.
13% more first-time investments, than exits
New positions opened: 18 | Existing positions closed: 16
3.66% more ownership
Funds ownership: 41.23% → 44.89% (+3.7%)
0% more funds holding
Funds holding: 90 → 90 (0)
24% less capital invested
Capital invested by funds: $162M → $123M (-$39.1M)
33% less funds holding in top 10
Funds holding in top 10: 3 → 2 (-1)
36% less repeat investments, than reductions
Existing positions increased: 23 | Existing positions reduced: 36
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$4.49M |
| 2 |
WCM
Weatherstone Capital Management
Denver,
Colorado
|
+$3.55M |
| 3 |
FTS
Fifth Third Securities
Cincinnati,
Ohio
|
+$2.24M |
| 4 |
HighTower Advisors
Chicago,
Illinois
|
+$1.54M |
| 5 |
AA
Advisory Alpha
Holland,
Michigan
|
+$1.47M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$9.55M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$7.66M |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$2.31M |
| 4 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$1.76M |
| 5 |
RJT
Raymond James Trust
St. Petersburg,
Florida
|
-$1.3M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AA
101
Ancora Advisors
Cleveland,
Ohio
| – | -$21K | -495 | Closed |
|
|
WSTAM
102
Wilbanks Smith & Thomas Asset Management
Norfolk,
Virginia
| – | -$20K | -455 | Closed |
|
103
CAPTRUST Financial Advisors
Raleigh,
North Carolina
| – | -$15K | -350 | Closed |
|
|
JFA
104
JNBA Financial Advisors
Bloomington,
Minnesota
| – | -$10K | -240 | Closed |
|
RSPF Hedge Fund Activity: Q4 2018 in Review
90 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Equal Weight Financials ETF (RSPF) for Q4 2018, worth a combined $123M — down 24% from $162M a quarter earlier.
Buyers outnumbered sellers: 18 funds opened new RSPF positions and 16 closed out — a net gain of 2 holders — while 23 added to existing stakes and 36 trimmed.
The largest buyer was Susquehanna International Group, adding an estimated $4.49M. The largest seller was Morgan Stanley, cutting an estimated $9.55M.
- 90 institutional investors held Invesco S&P 500 Equal Weight Financials ETF (RSPF) as of Q4 2018, unchanged from Q3 2018.
- Funds reported $123M of Invesco S&P 500 Equal Weight Financials ETF stock for Q4 2018, down 24% quarter-over-quarter.
- 18 funds opened new Invesco S&P 500 Equal Weight Financials ETF positions in Q4 2018 and 16 closed out, a net change of +2 holders.
- The largest Invesco S&P 500 Equal Weight Financials ETF buyer in Q4 2018 was Susquehanna International Group, an estimated $4.49M added.
- The largest Invesco S&P 500 Equal Weight Financials ETF seller in Q4 2018 was Morgan Stanley, an estimated $9.55M sold.
Based on aggregated 13F filings for Q4 2018.