Invesco S&P 500 Equal Weight Energy ETF
RSPG
62 hedge funds and large institutions have $133M invested in Invesco S&P 500 Equal Weight Energy ETF in 2017 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 23 increasing their positions, 16 reducing their positions, and 9 closing their positions.
78% more first-time investments, than exits
New positions opened: 16 | Existing positions closed: 9
44% more repeat investments, than reductions
Existing positions increased: 23 | Existing positions reduced: 16
13% more funds holding
Funds holding: 55 → 62 (+7)
10% more capital invested
Capital invested by funds: $121M → $133M (+$12.1M)
2.29% less ownership
Funds ownership: 53.66% → 51.37% (-2.3%)
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$11.2M |
| 2 |
Morgan Stanley
New York
|
+$3.29M |
| 3 |
AA
Ancora Advisors
Cleveland,
Ohio
|
+$1.51M |
| 4 |
CAN
Cetera Advisor Networks
El Segundo,
California
|
+$612K |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
+$533K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ACM
Avalon Capital Management
Port Of Redwood City,
California
|
-$3.01M |
| 2 |
Wells Fargo
San Francisco,
California
|
-$2.58M |
| 3 |
Jane Street
New York
|
-$2.45M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$2.22M |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$1.58M |
RSPG Hedge Fund Activity: Q4 2017 in Review
62 of the 4,419 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Equal Weight Energy ETF (RSPG) for Q4 2017, worth a combined $133M — up 10% from $121M a quarter earlier.
Buyers outnumbered sellers: 16 funds opened new RSPG positions and 9 closed out — a net gain of 7 holders — while 23 added to existing stakes and 16 trimmed.
The largest buyer was Royal Bank of Canada, adding an estimated $11.2M. The largest seller was Avalon Capital Management, exiting entirely with an estimated $3.01M sold.
- 62 institutional investors held Invesco S&P 500 Equal Weight Energy ETF (RSPG) as of Q4 2017, up from 55 in Q3 2017.
- Funds reported $133M of Invesco S&P 500 Equal Weight Energy ETF stock for Q4 2017, up 10% quarter-over-quarter.
- 16 funds opened new Invesco S&P 500 Equal Weight Energy ETF positions in Q4 2017 and 9 closed out, a net change of +7 holders.
- The largest Invesco S&P 500 Equal Weight Energy ETF buyer in Q4 2017 was Royal Bank of Canada, an estimated $11.2M added.
- The largest Invesco S&P 500 Equal Weight Energy ETF seller in Q4 2017 was Avalon Capital Management, an estimated $3.01M sold.
Based on aggregated 13F filings for Q4 2017.