Invesco S&P 500 Equal Weight Financials ETF
RSPF
19 hedge funds and large institutions have $28.9M invested in Invesco S&P 500 Equal Weight Financials ETF in 2013 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 7 increasing their positions, 6 reducing their positions, and 1 closing their positions.
400% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 1
27% more funds holding
Funds holding: 15 → 19 (+4)
17% more repeat investments, than reductions
Existing positions increased: 7 | Existing positions reduced: 6
21.95% less ownership
Funds ownership: 95.82% → 73.87% (-22%)
34% less capital invested
Capital invested by funds: $43.6M → $28.9M (-$14.7M)
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CS
Credit Suisse
Zurich,
Switzerland
|
+$1.59M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$1.48M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$739K |
| 4 |
Morgan Stanley
New York
|
+$442K |
| 5 |
WF
WealthTrust Fairport
Cleveland,
Ohio
|
+$240K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WSTAM
Wilbanks Smith & Thomas Asset Management
Norfolk,
Virginia
|
-$18.7M |
| 2 |
U
UBS
Zurich,
Switzerland
|
-$783K |
| 3 |
PMG
ProVise Management Group
Clearwater,
Florida
|
-$765K |
| 4 |
CWM
Cabot Wealth Management
Salem,
Massachusetts
|
-$297K |
| 5 |
HR
Howe & Rusling
Rochester,
New York
|
-$171K |
RSPF Hedge Fund Activity: Q3 2013 in Review
19 of the 3,096 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Equal Weight Financials ETF (RSPF) for Q3 2013, worth a combined $28.9M — down 34% from $43.6M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new RSPF positions and 1 closed out — a net gain of 4 holders — while 7 added to existing stakes and 6 trimmed.
The largest buyer was Credit Suisse, adding an estimated $1.59M. The largest seller was Wilbanks Smith & Thomas Asset Management, cutting an estimated $18.7M.
- 19 institutional investors held Invesco S&P 500 Equal Weight Financials ETF (RSPF) as of Q3 2013, up from 15 in Q2 2013.
- Funds reported $28.9M of Invesco S&P 500 Equal Weight Financials ETF stock for Q3 2013, down 34% quarter-over-quarter.
- 5 funds opened new Invesco S&P 500 Equal Weight Financials ETF positions in Q3 2013 and 1 closed out, a net change of +4 holders.
- The largest Invesco S&P 500 Equal Weight Financials ETF buyer in Q3 2013 was Credit Suisse, an estimated $1.59M added.
- The largest Invesco S&P 500 Equal Weight Financials ETF seller in Q3 2013 was Wilbanks Smith & Thomas Asset Management, an estimated $18.7M sold.
Based on aggregated 13F filings for Q3 2013.