Invesco S&P 500 Equal Weight Financials ETF
RSPF
79 hedge funds and large institutions have $171M invested in Invesco S&P 500 Equal Weight Financials ETF in 2018 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 33 increasing their positions, 21 reducing their positions, and 20 closing their positions.
57% more repeat investments, than reductions
Existing positions increased: 33 | Existing positions reduced: 21
5% more capital invested
Capital invested by funds: $164M → $171M (+$7.74M)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
4.22% less ownership
Funds ownership: 43.06% → 38.84% (-4.2%)
7% less funds holding
Funds holding: 85 → 79 (-6)
20% less first-time investments, than exits
New positions opened: 16 | Existing positions closed: 20
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TCM
Tradewinds Capital Management
Bellingham,
Washington
|
+$12.5M |
| 2 |
OA
Oxbow Advisors
Austin,
Texas
|
+$3.99M |
| 3 |
FFWA
FRG Family Wealth Advisors
Bellevue,
Washington
|
+$2.49M |
| 4 |
Morgan Stanley
New York
|
+$1.41M |
| 5 |
Jane Street
New York
|
+$1.31M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HighTower Advisors
Chicago,
Illinois
|
-$4.11M |
| 2 |
ACM
Avalon Capital Management
Port Of Redwood City,
California
|
-$3.98M |
| 3 |
Goldman Sachs
New York
|
-$2.26M |
| 4 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$1.16M |
| 5 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
-$921K |
RSPF Hedge Fund Activity: Q1 2018 in Review
79 of the 4,373 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Equal Weight Financials ETF (RSPF) for Q1 2018, worth a combined $171M — up 4.7% from $164M a quarter earlier.
Sellers outnumbered buyers: 20 funds closed out of RSPF and 16 opened new positions — a net loss of 4 holders — while 21 trimmed existing stakes and 33 added.
The largest buyer was Tradewinds Capital Management, adding an estimated $12.5M. The largest seller was HighTower Advisors, exiting entirely with an estimated $4.11M sold.
- 79 institutional investors held Invesco S&P 500 Equal Weight Financials ETF (RSPF) as of Q1 2018, down from 85 in Q4 2017.
- Funds reported $171M of Invesco S&P 500 Equal Weight Financials ETF stock for Q1 2018, up 4.7% quarter-over-quarter.
- 16 funds opened new Invesco S&P 500 Equal Weight Financials ETF positions in Q1 2018 and 20 closed out, a net change of -4 holders.
- The largest Invesco S&P 500 Equal Weight Financials ETF buyer in Q1 2018 was Tradewinds Capital Management, an estimated $12.5M added.
- The largest Invesco S&P 500 Equal Weight Financials ETF seller in Q1 2018 was HighTower Advisors, an estimated $4.11M sold.
Based on aggregated 13F filings for Q1 2018.