Invesco S&P 500 Equal Weight Financials ETF
RSPF
43 hedge funds and large institutions have $74.7M invested in Invesco S&P 500 Equal Weight Financials ETF in 2015 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 17 increasing their positions, 11 reducing their positions, and 7 closing their positions.
58% more capital invested
Capital invested by funds: $47.2M → $74.7M (+$27.5M)
55% more repeat investments, than reductions
Existing positions increased: 17 | Existing positions reduced: 11
14% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 7
7.06% more ownership
Funds ownership: 42.03% → 49.09% (+7.1%)
0% more funds holding
Funds holding: 43 → 43 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WSTAM
Wilbanks Smith & Thomas Asset Management
Norfolk,
Virginia
|
+$27.6M |
| 2 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$1.76M |
| 3 |
LPL Financial
San Diego,
California
|
+$950K |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$713K |
| 5 |
Jane Street
New York
|
+$474K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$2.34M |
| 2 |
EWA
EP Wealth Advisors
Torrance,
California
|
-$1.48M |
| 3 |
ACM
Argentus Capital Management
Dallas,
Texas
|
-$1.16M |
| 4 |
VKH
Virtu KCG Holdings
New York
|
-$1.04M |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$760K |
RSPF Hedge Fund Activity: Q4 2015 in Review
43 of the 3,824 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Equal Weight Financials ETF (RSPF) for Q4 2015, worth a combined $74.7M — up 58% from $47.2M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new RSPF positions and 7 closed out — a net gain of 1 holder — while 17 added to existing stakes and 11 trimmed.
The largest buyer was Wilbanks Smith & Thomas Asset Management, opening a new position worth an estimated $27.6M. The largest seller was Morgan Stanley, cutting an estimated $2.34M.
- 43 institutional investors held Invesco S&P 500 Equal Weight Financials ETF (RSPF) as of Q4 2015, unchanged from Q3 2015.
- Funds reported $74.7M of Invesco S&P 500 Equal Weight Financials ETF stock for Q4 2015, up 58% quarter-over-quarter.
- 8 funds opened new Invesco S&P 500 Equal Weight Financials ETF positions in Q4 2015 and 7 closed out, a net change of +1 holder.
- The largest Invesco S&P 500 Equal Weight Financials ETF buyer in Q4 2015 was Wilbanks Smith & Thomas Asset Management, an estimated $27.6M added.
- The largest Invesco S&P 500 Equal Weight Financials ETF seller in Q4 2015 was Morgan Stanley, an estimated $2.34M sold.
Based on aggregated 13F filings for Q4 2015.