Invesco S&P 500 Equal Weight Materials ETF
RSPM
47 hedge funds and large institutions have $57.3M invested in Invesco S&P 500 Equal Weight Materials ETF in 2018 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 16 increasing their positions, 14 reducing their positions, and 7 closing their positions.
29% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 7
14% more repeat investments, than reductions
Existing positions increased: 16 | Existing positions reduced: 14
10.99% more ownership
Funds ownership: 241.46% → 252.45% (+11%)
2% less funds holding
Funds holding: 48 → 47 (-1)
25% less capital invested
Capital invested by funds: $76.2M → $57.3M (-$18.8M)
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
+$4.1M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$3.03M |
| 3 |
PFM
Peak Financial Management
Wellesley,
Massachusetts
|
+$1.66M |
| 4 |
Jane Street
New York
|
+$1.12M |
| 5 |
APSP
Asset Planning Services (Pennsylvania)
Harleysville,
Pennsylvania
|
+$510K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SHJ
Sharkey, Howes & Javer
Denver,
Colorado
|
-$9.66M |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$4.59M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$4.35M |
| 4 |
FAM
Flaharty Asset Management
Clearwater,
Florida
|
-$1.24M |
| 5 |
ML
McAdam LLC
Philadelphia,
Pennsylvania
|
-$1.16M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
JFA
51
JNBA Financial Advisors
Bloomington,
Minnesota
| – | -$9K | -400 | Closed |
|
|
SWP
52
Stratos Wealth Partners
Beachwood,
Ohio
| – | -$6K | -270 | Closed |
|
53
Fidelity Investments
Boston,
Massachusetts
| – | -$101 | -5 | -50% |
|
RSPM Hedge Fund Activity: Q4 2018 in Review
47 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Equal Weight Materials ETF (RSPM) for Q4 2018, worth a combined $57.3M — down 25% from $76.2M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new RSPM positions and 7 closed out — a net gain of 2 holders — while 16 added to existing stakes and 14 trimmed.
The largest buyer was Citadel Advisors, adding an estimated $4.1M. The largest seller was Sharkey, Howes & Javer, exiting entirely with an estimated $9.66M sold.
- 47 institutional investors held Invesco S&P 500 Equal Weight Materials ETF (RSPM) as of Q4 2018, down from 48 in Q3 2018.
- Funds reported $57.3M of Invesco S&P 500 Equal Weight Materials ETF stock for Q4 2018, down 25% quarter-over-quarter.
- 9 funds opened new Invesco S&P 500 Equal Weight Materials ETF positions in Q4 2018 and 7 closed out, a net change of +2 holders.
- The largest Invesco S&P 500 Equal Weight Materials ETF buyer in Q4 2018 was Citadel Advisors, an estimated $4.1M added.
- The largest Invesco S&P 500 Equal Weight Materials ETF seller in Q4 2018 was Sharkey, Howes & Javer, an estimated $9.66M sold.
Based on aggregated 13F filings for Q4 2018.