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Invesco S&P 500 Equal Weight Energy ETF

32 hedge funds and large institutions have $23.4M invested in Invesco S&P 500 Equal Weight Energy ETF in 2015 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 16 increasing their positions, 8 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 8

2.33% less ownership

Funds ownership: 16.82%14.49% (-2.3%)

15% less capital invested

Capital invested by funds: $27.5M → $23.4M (-$4.16M)

22% less funds holding

Funds holding: 4132 (-9)

62% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 13

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
32
Holders Change
-9
Holders Change %
-21.95%
% of All Funds
0.89%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
5
Increased
16
Reduced
8
Closed
13
Calls
Puts
Net Calls
Net Calls Change

RSPG Hedge Fund Activity: Q3 2015 in Review

32 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Equal Weight Energy ETF (RSPG) for Q3 2015, worth a combined $23.4M — down 15% from $27.5M a quarter earlier.

Sellers outnumbered buyers: 13 funds closed out of RSPG and 5 opened new positions — a net loss of 8 holders — while 8 trimmed existing stakes and 16 added.

The largest buyer was UBS Group, adding an estimated $5.29M. The largest seller was Susquehanna International Group, exiting entirely with an estimated $2.66M sold.

  • 32 institutional investors held Invesco S&P 500 Equal Weight Energy ETF (RSPG) as of Q3 2015, down from 41 in Q2 2015.
  • Funds reported $23.4M of Invesco S&P 500 Equal Weight Energy ETF stock for Q3 2015, down 15% quarter-over-quarter.
  • 5 funds opened new Invesco S&P 500 Equal Weight Energy ETF positions in Q3 2015 and 13 closed out, a net change of -8 holders.
  • The largest Invesco S&P 500 Equal Weight Energy ETF buyer in Q3 2015 was UBS Group, an estimated $5.29M added.
  • The largest Invesco S&P 500 Equal Weight Energy ETF seller in Q3 2015 was Susquehanna International Group, an estimated $2.66M sold.

Based on aggregated 13F filings for Q3 2015.