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Invesco S&P 500 Equal Weight Financials ETF
RSPF

15 hedge funds and large institutions have $43.6M invested in Invesco S&P 500 Equal Weight Financials ETF in 2013 Q2 according to their latest regulatory filings, with 15 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

95.82% more ownership

Funds ownership: 0% → 95.82% (+96%)

Holders
15
Holders Change
+15
Holders Change %
–
% of All Funds
0.49%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.03%
New
15
Increased
–
Reduced
–
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

No buyers this quarter

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
WSTAM
1
Wilbanks Smith & Thomas Asset Management
Virginia
$27.3M +$26.8M +1,110,423 New
WF
2
WealthTrust Fairport
Ohio
$3.24M +$3.18M +131,879 New
CWM
3
Cabot Wealth Management
Massachusetts
$3.23M +$3.17M +131,614 New
Morgan Stanley
4
Morgan Stanley
New York
$2.98M +$2.93M +121,515 New
Bank of America
5
Bank of America
North Carolina
$1.56M +$1.53M +63,339 New
U
6
UBS
Switzerland
$1.32M +$1.29M +53,607 New
OA
7
Oxbow Advisors
Texas
$944K +$926K +38,435 New
HR
8
Howe & Rusling
New York
$914K +$896K +37,211 New
PMG
9
ProVise Management Group
Florida
$765K +$750K +31,152 New
SNC
10
Stifel Nicolaus & Co
Missouri
$511K +$501K +20,804 New
RJA
11
Raymond James & Associates
Florida
$359K +$352K +14,614 New
CS
12
Credit Suisse
Switzerland
$323K +$317K +13,153 New
Wells Fargo
13
Wells Fargo
California
$66K +$64.7K +2,685 New
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$38K +$37.4K +1,554 New
LTFS
15
Ladenburg Thalmann Financial Services
Florida
$17K +$16.9K +703 New

RSPF Hedge Fund Activity: Q2 2013 in Review

15 of the 3,064 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Equal Weight Financials ETF (RSPF) for Q2 2013, worth a combined $43.6M.

Buyers outnumbered sellers: 15 funds opened new RSPF positions and 0 closed out — a net gain of 15 holders — while 0 added to existing stakes and 0 trimmed.

  • 15 institutional investors held Invesco S&P 500 Equal Weight Financials ETF (RSPF) as of Q2 2013, up from 0 in Q1 2013.
  • Funds reported $43.6M of Invesco S&P 500 Equal Weight Financials ETF stock for Q2 2013.
  • 15 funds opened new Invesco S&P 500 Equal Weight Financials ETF positions in Q2 2013 and 0 closed out, a net change of +15 holders.

Based on aggregated 13F filings for Q2 2013.