Invesco S&P 500 Equal Weight Financials ETF
RSPF
22 hedge funds and large institutions have $34M invested in Invesco S&P 500 Equal Weight Financials ETF in 2013 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 8 increasing their positions, 6 reducing their positions, and 2 closing their positions.
200% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 2
33% more repeat investments, than reductions
Existing positions increased: 8 | Existing positions reduced: 6
18% more capital invested
Capital invested by funds: $28.9M → $34M (+$5.16M)
16% more funds holding
Funds holding: 19 → 22 (+3)
3.62% less ownership
Funds ownership: 73.87% → 70.25% (-3.6%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WSTAM
Wilbanks Smith & Thomas Asset Management
Norfolk,
Virginia
|
+$2.74M |
| 2 |
JP Morgan Chase
New York
|
+$892K |
| 3 |
WF
WealthTrust Fairport
Cleveland,
Ohio
|
+$566K |
| 4 |
VKH
Virtu KCG Holdings
New York
|
+$406K |
| 5 |
CWM
Concert Wealth Management
San Jose,
California
|
+$244K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CS
Credit Suisse
Zurich,
Switzerland
|
-$1.91M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$722K |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$375K |
| 4 |
Morgan Stanley
New York
|
-$274K |
| 5 |
CWM
Cabot Wealth Management
Salem,
Massachusetts
|
-$100K |
RSPF Hedge Fund Activity: Q4 2013 in Review
22 of the 3,459 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Equal Weight Financials ETF (RSPF) for Q4 2013, worth a combined $34M — up 18% from $28.9M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new RSPF positions and 2 closed out — a net gain of 4 holders — while 8 added to existing stakes and 6 trimmed.
The largest buyer was Wilbanks Smith & Thomas Asset Management, adding an estimated $2.74M. The largest seller was Credit Suisse, exiting entirely with an estimated $1.91M sold.
- 22 institutional investors held Invesco S&P 500 Equal Weight Financials ETF (RSPF) as of Q4 2013, up from 19 in Q3 2013.
- Funds reported $34M of Invesco S&P 500 Equal Weight Financials ETF stock for Q4 2013, up 18% quarter-over-quarter.
- 6 funds opened new Invesco S&P 500 Equal Weight Financials ETF positions in Q4 2013 and 2 closed out, a net change of +4 holders.
- The largest Invesco S&P 500 Equal Weight Financials ETF buyer in Q4 2013 was Wilbanks Smith & Thomas Asset Management, an estimated $2.74M added.
- The largest Invesco S&P 500 Equal Weight Financials ETF seller in Q4 2013 was Credit Suisse, an estimated $1.91M sold.
Based on aggregated 13F filings for Q4 2013.