Invesco S&P 500 Equal Weight Financials ETF
RSPF
36 hedge funds and large institutions have $59.8M invested in Invesco S&P 500 Equal Weight Financials ETF in 2015 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 12 increasing their positions, 10 reducing their positions, and 7 closing their positions.
20% more repeat investments, than reductions
Existing positions increased: 12 | Existing positions reduced: 10
0% more funds holding
Funds holding: 36 → 36 (0)
0% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 7
9.66% less ownership
Funds ownership: 67.04% → 57.39% (-9.7%)
11% less capital invested
Capital invested by funds: $67M → $59.8M (-$7.21M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WSTAM
Wilbanks Smith & Thomas Asset Management
Norfolk,
Virginia
|
+$3.85M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$2.27M |
| 3 |
ACM
Avalon Capital Management
Port Of Redwood City,
California
|
+$1.59M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$1.4M |
| 5 |
MAA
Managed Account Advisors
Jersey City,
New Jersey
|
+$1.11M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
-$8.47M |
| 2 |
Morgan Stanley
New York
|
-$5.37M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$2.38M |
| 4 |
CWM
Concert Wealth Management
San Jose,
California
|
-$717K |
| 5 |
CCT
Country Club Trust
Kansas City,
Missouri
|
-$714K |
RSPF Hedge Fund Activity: Q1 2015 in Review
36 of the 3,752 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Equal Weight Financials ETF (RSPF) for Q1 2015, worth a combined $59.8M — down 11% from $67M a quarter earlier.
Fund positioning in RSPF was balanced in Q1 2015: 7 funds opened new positions, 7 closed out, 12 added to existing stakes and 10 trimmed.
The largest buyer was Wilbanks Smith & Thomas Asset Management, adding an estimated $3.85M. The largest seller was Goldman Sachs, exiting entirely with an estimated $8.47M sold.
- 36 institutional investors held Invesco S&P 500 Equal Weight Financials ETF (RSPF) as of Q1 2015, unchanged from Q4 2014.
- Funds reported $59.8M of Invesco S&P 500 Equal Weight Financials ETF stock for Q1 2015, down 11% quarter-over-quarter.
- 7 funds opened new Invesco S&P 500 Equal Weight Financials ETF positions in Q1 2015 and 7 closed out, a net change of 0 holders.
- The largest Invesco S&P 500 Equal Weight Financials ETF buyer in Q1 2015 was Wilbanks Smith & Thomas Asset Management, an estimated $3.85M added.
- The largest Invesco S&P 500 Equal Weight Financials ETF seller in Q1 2015 was Goldman Sachs, an estimated $8.47M sold.
Based on aggregated 13F filings for Q1 2015.