Invesco S&P 500 Equal Weight Financials ETF
RSPF
36 hedge funds and large institutions have $67M invested in Invesco S&P 500 Equal Weight Financials ETF in 2014 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 10 increasing their positions, 7 reducing their positions, and 8 closing their positions.
63% more first-time investments, than exits
New positions opened: 13 | Existing positions closed: 8
44% more capital invested
Capital invested by funds: $46.4M → $67M (+$20.6M)
43% more repeat investments, than reductions
Existing positions increased: 10 | Existing positions reduced: 7
14.59% more ownership
Funds ownership: 52.45% → 67.04% (+15%)
13% more funds holding
Funds holding: 32 → 36 (+4)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WSTAM
Wilbanks Smith & Thomas Asset Management
Norfolk,
Virginia
|
+$17.4M |
| 2 |
Goldman Sachs
New York
|
+$8.16M |
| 3 |
Morgan Stanley
New York
|
+$5M |
| 4 |
HighTower Advisors
Chicago,
Illinois
|
+$967K |
| 5 |
WF
WealthTrust Fairport
Cleveland,
Ohio
|
+$961K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$8.92M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$4.99M |
| 3 |
PMG
ProVise Management Group
Clearwater,
Florida
|
-$1.94M |
| 4 |
VKH
Virtu KCG Holdings
New York
|
-$1.14M |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$700K |
RSPF Hedge Fund Activity: Q4 2014 in Review
36 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Equal Weight Financials ETF (RSPF) for Q4 2014, worth a combined $67M — up 44% from $46.4M a quarter earlier.
Buyers outnumbered sellers: 13 funds opened new RSPF positions and 8 closed out — a net gain of 5 holders — while 10 added to existing stakes and 7 trimmed.
The largest buyer was Wilbanks Smith & Thomas Asset Management, opening a new position worth an estimated $17.4M. The largest seller was Jane Street, exiting entirely with an estimated $8.92M sold.
- 36 institutional investors held Invesco S&P 500 Equal Weight Financials ETF (RSPF) as of Q4 2014, up from 32 in Q3 2014.
- Funds reported $67M of Invesco S&P 500 Equal Weight Financials ETF stock for Q4 2014, up 44% quarter-over-quarter.
- 13 funds opened new Invesco S&P 500 Equal Weight Financials ETF positions in Q4 2014 and 8 closed out, a net change of +5 holders.
- The largest Invesco S&P 500 Equal Weight Financials ETF buyer in Q4 2014 was Wilbanks Smith & Thomas Asset Management, an estimated $17.4M added.
- The largest Invesco S&P 500 Equal Weight Financials ETF seller in Q4 2014 was Jane Street, an estimated $8.92M sold.
Based on aggregated 13F filings for Q4 2014.