Invesco S&P 500 Equal Weight Energy ETF
RSPG
62 hedge funds and large institutions have $138M invested in Invesco S&P 500 Equal Weight Energy ETF in 2016 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 23 increasing their positions, 6 reducing their positions, and 8 closing their positions.
283% more repeat investments, than reductions
Existing positions increased: 23 | Existing positions reduced: 6
200% more funds holding in top 10
Funds holding in top 10: 1 → 3 (+2)
150% more first-time investments, than exits
New positions opened: 20 | Existing positions closed: 8
137% more capital invested
Capital invested by funds: $58.3M → $138M (+$80.2M)
22.31% more ownership
Funds ownership: 23.72% → 46.03% (+22%)
22% more funds holding
Funds holding: 51 → 62 (+11)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WSTAM
Wilbanks Smith & Thomas Asset Management
Norfolk,
Virginia
|
+$21.3M |
| 2 |
SPIA
Strategic Point Investment Advisors
Providence,
Rhode Island
|
+$12.4M |
| 3 |
Wells Fargo
San Francisco,
California
|
+$8.73M |
| 4 |
Morgan Stanley
New York
|
+$5.24M |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$4.16M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SG Americas Securities
New York
|
-$496K |
| 2 |
BRWA
B. Riley Wealth Advisors
Boca Raton,
Florida
|
-$371K |
| 3 |
RCAG
Rehmann Capital Advisory Group
Lansing,
Michigan
|
-$368K |
| 4 |
VKH
Virtu KCG Holdings
New York
|
-$316K |
| 5 |
ACM
Avalon Capital Management
Port Of Redwood City,
California
|
-$271K |
RSPG Hedge Fund Activity: Q4 2016 in Review
62 of the 4,008 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Equal Weight Energy ETF (RSPG) for Q4 2016, worth a combined $138M — up 137% from $58.3M a quarter earlier.
Buyers outnumbered sellers: 20 funds opened new RSPG positions and 8 closed out — a net gain of 12 holders — while 23 added to existing stakes and 6 trimmed.
The largest buyer was Wilbanks Smith & Thomas Asset Management, opening a new position worth an estimated $21.3M. The largest seller was SG Americas Securities, cutting an estimated $496K.
- 62 institutional investors held Invesco S&P 500 Equal Weight Energy ETF (RSPG) as of Q4 2016, up from 51 in Q3 2016.
- Funds reported $138M of Invesco S&P 500 Equal Weight Energy ETF stock for Q4 2016, up 137% quarter-over-quarter.
- 20 funds opened new Invesco S&P 500 Equal Weight Energy ETF positions in Q4 2016 and 8 closed out, a net change of +12 holders.
- The largest Invesco S&P 500 Equal Weight Energy ETF buyer in Q4 2016 was Wilbanks Smith & Thomas Asset Management, an estimated $21.3M added.
- The largest Invesco S&P 500 Equal Weight Energy ETF seller in Q4 2016 was SG Americas Securities, an estimated $496K sold.
Based on aggregated 13F filings for Q4 2016.