Invesco S&P 500 Equal Weight Materials ETF
RSPM
60 hedge funds and large institutions have $128M invested in Invesco S&P 500 Equal Weight Materials ETF in 2017 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 23 increasing their positions, 3 reducing their positions, and 4 closing their positions.
667% more repeat investments, than reductions
Existing positions increased: 23 | Existing positions reduced: 3
475% more first-time investments, than exits
New positions opened: 23 | Existing positions closed: 4
133% more capital invested
Capital invested by funds: $55.1M → $128M (+$73.2M)
104.51% more ownership
Funds ownership: 204.04% → 308.56% (+105%)
46% more funds holding
Funds holding: 41 → 60 (+19)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WSTAM
Wilbanks Smith & Thomas Asset Management
Norfolk,
Virginia
|
+$36.1M |
| 2 |
BTS
BB&T Securities
Richmond,
Virginia
|
+$13.1M |
| 3 |
TCM
Tradewinds Capital Management
Bellingham,
Washington
|
+$3.85M |
| 4 |
PMG
ProVise Management Group
Clearwater,
Florida
|
+$1.89M |
| 5 |
IWM
IHT Wealth Management
Chicago,
Illinois
|
+$1.33M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$944K |
| 2 |
SG Americas Securities
New York
|
-$496K |
| 3 |
Goldman Sachs
New York
|
-$392K |
| 4 |
AWM
AE Wealth Management
Topeka,
Kansas
|
-$351K |
| 5 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$205K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
51
US Bancorp
Minneapolis,
Minnesota
| $16K | – | – | – |
|
|
VIA
52
Vantage Investment Advisors
State College,
Pennsylvania
| $15K | – | – | – |
|
53
First Manhattan
New York
| $12K | -$108 | -5 | -0.9% |
|
|
CA
54
Calton & Associates
Tampa,
Florida
| $9K | +$8.75K | +405 | New |
|
|
FDCDDQ
55
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
| $8.46K | +$8.1K | +375 | New |
|
|
ASN
56
Advisory Services Network
Atlanta,
Georgia
| $7K | – | – | – |
|
|
SPI
57
Santori & Peters Inc
Canonsburg,
Pennsylvania
| $7K | +$7.56K | +350 | New |
|
|
SWP
58
Stratos Wealth Partners
Beachwood,
Ohio
| $6K | +$5.83K | +270 | New |
|
|
PWM
59
Perigon Wealth Management
San Francisco,
California
| $3K | +$2.59K | +120 | New |
|
|
60
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$944K | -45,425 | Closed |
|
|
61
SG Americas Securities
New York
| – | -$496K | -23,890 | Closed |
|
|
AWM
62
AE Wealth Management
Topeka,
Kansas
| – | -$351K | -16,875 | Closed |
|
|
RJFSA
63
Raymond James Financial Services Advisors
St. Petersburg,
Florida
| – | -$205K | -9,855 | Closed |
|
RSPM Hedge Fund Activity: Q4 2017 in Review
60 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Equal Weight Materials ETF (RSPM) for Q4 2017, worth a combined $128M — up 133% from $55.1M a quarter earlier.
Buyers outnumbered sellers: 23 funds opened new RSPM positions and 4 closed out — a net gain of 19 holders — while 23 added to existing stakes and 3 trimmed.
The largest buyer was Wilbanks Smith & Thomas Asset Management, adding an estimated $36.1M. The largest seller was Susquehanna International Group, exiting entirely with an estimated $944K sold.
- 60 institutional investors held Invesco S&P 500 Equal Weight Materials ETF (RSPM) as of Q4 2017, up from 41 in Q3 2017.
- Funds reported $128M of Invesco S&P 500 Equal Weight Materials ETF stock for Q4 2017, up 133% quarter-over-quarter.
- 23 funds opened new Invesco S&P 500 Equal Weight Materials ETF positions in Q4 2017 and 4 closed out, a net change of +19 holders.
- The largest Invesco S&P 500 Equal Weight Materials ETF buyer in Q4 2017 was Wilbanks Smith & Thomas Asset Management, an estimated $36.1M added.
- The largest Invesco S&P 500 Equal Weight Materials ETF seller in Q4 2017 was Susquehanna International Group, an estimated $944K sold.
Based on aggregated 13F filings for Q4 2017.