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Invesco S&P 500 Equal Weight Financials ETF

24 hedge funds and large institutions have $48.6M invested in Invesco S&P 500 Equal Weight Financials ETF in 2014 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 13 increasing their positions, 3 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

653% more capital inflows, than outflows

Capital inflows: $15.4M | Capital outflows: $2.04M

333% more repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 3

67% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 3

9% more funds holding

Funds holding: 22 → 24 (+2)

Holders
24
Holders Change
+2
Holders Change %
+9.09%
% of All Funds
0.69%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
13
Reduced
3
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

RSPF Hedge Fund Activity: Q1 2014 in Review

24 of the 3,475 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Equal Weight Financials ETF (RSPF) for Q1 2014, worth a combined $48.6M — up 43% from $34M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new RSPF positions and 3 closed out — a net gain of 2 holders — while 13 added to existing stakes and 3 trimmed.

The largest buyer was Bank of America, adding an estimated $5.7M. The largest seller was Susquehanna International Group, exiting entirely with an estimated $1.22M sold.

  • 24 institutional investors held Invesco S&P 500 Equal Weight Financials ETF (RSPF) as of Q1 2014, up from 22 in Q4 2013.
  • Funds reported $48.6M of Invesco S&P 500 Equal Weight Financials ETF stock for Q1 2014, up 43% quarter-over-quarter.
  • 5 funds opened new Invesco S&P 500 Equal Weight Financials ETF positions in Q1 2014 and 3 closed out, a net change of +2 holders.
  • The largest Invesco S&P 500 Equal Weight Financials ETF buyer in Q1 2014 was Bank of America, an estimated $5.7M added.
  • The largest Invesco S&P 500 Equal Weight Financials ETF seller in Q1 2014 was Susquehanna International Group, an estimated $1.22M sold.

Based on aggregated 13F filings for Q1 2014.