Invesco S&P 500 Equal Weight Financials ETF
RSPF
27 hedge funds and large institutions have $43.7M invested in Invesco S&P 500 Equal Weight Financials ETF in 2014 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 13 increasing their positions, 5 reducing their positions, and 2 closing their positions.
160% more repeat investments, than reductions
Existing positions increased: 13 | Existing positions reduced: 5
150% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 2
13% more funds holding
Funds holding: 24 → 27 (+3)
10% less capital invested
Capital invested by funds: $48.6M → $43.7M (-$4.88M)
10.16% less ownership
Funds ownership: 71.39% → 61.23% (-10%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CS
Credit Suisse
Zurich,
Switzerland
|
+$3.98M |
| 2 |
VKH
Virtu KCG Holdings
New York
|
+$1.95M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$1.33M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$896K |
| 5 |
Morgan Stanley
New York
|
+$852K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WSTAM
Wilbanks Smith & Thomas Asset Management
Norfolk,
Virginia
|
-$14.8M |
| 2 |
OA
Oxbow Advisors
Austin,
Texas
|
-$1.09M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$438K |
| 4 |
CWM
Cabot Wealth Management
Salem,
Massachusetts
|
-$374K |
| 5 |
CCT
Country Club Trust
Kansas City,
Missouri
|
-$129K |
RSPF Hedge Fund Activity: Q2 2014 in Review
27 of the 3,491 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Equal Weight Financials ETF (RSPF) for Q2 2014, worth a combined $43.7M — down 10% from $48.6M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new RSPF positions and 2 closed out — a net gain of 3 holders — while 13 added to existing stakes and 5 trimmed.
The largest buyer was Credit Suisse, opening a new position worth an estimated $3.98M. The largest seller was Wilbanks Smith & Thomas Asset Management, exiting entirely with an estimated $14.8M sold.
- 27 institutional investors held Invesco S&P 500 Equal Weight Financials ETF (RSPF) as of Q2 2014, up from 24 in Q1 2014.
- Funds reported $43.7M of Invesco S&P 500 Equal Weight Financials ETF stock for Q2 2014, down 10% quarter-over-quarter.
- 5 funds opened new Invesco S&P 500 Equal Weight Financials ETF positions in Q2 2014 and 2 closed out, a net change of +3 holders.
- The largest Invesco S&P 500 Equal Weight Financials ETF buyer in Q2 2014 was Credit Suisse, an estimated $3.98M added.
- The largest Invesco S&P 500 Equal Weight Financials ETF seller in Q2 2014 was Wilbanks Smith & Thomas Asset Management, an estimated $14.8M sold.
Based on aggregated 13F filings for Q2 2014.