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Invesco S&P 500 Equal Weight Materials ETF
RSPM

19 hedge funds and large institutions have $14.3M invested in Invesco S&P 500 Equal Weight Materials ETF in 2013 Q4 according to their latest regulatory filings, with 2 funds opening new positions, 9 increasing their positions, 4 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed

125% more repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 4

12% more capital invested

Capital invested by funds: $12.7M → $14.3M (+$1.57M)

12% more funds holding

Funds holding: 17 → 19 (+2)

10.05% less ownership

Funds ownership: 147.61% → 137.57% (-10%)

Holders
19
Holders Change
+2
Holders Change %
+11.76%
% of All Funds
0.55%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
2
Increased
9
Reduced
4
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PMG
ProVise Management Group
Florida
+$948K
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$573K
3
Wells Fargo
Wells Fargo
California
+$199K
4
Ameriprise
Ameriprise
Minnesota
+$85.8K
5
BRWA
B. Riley Wealth Advisors
Florida
+$51.5K

Top Sellers

1
U
UBS
Switzerland
-$2.12M
2
LPL Financial
LPL Financial
California
-$68.2K
3
Morgan Stanley
Morgan Stanley
New York
-$57.3K
4
KFS
KMS Financial Services
Washington
-$20.8K
Name Holding Trade Value Shares
Change 		Change in
Stake
U
1
UBS
Switzerland
$4.1M -$2.12M -140,145 -35%
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$2.58M +$573K +37,795 +31%
PMG
3
ProVise Management Group
Florida
$1.91M +$948K +62,550 +110%
Bank of America
4
Bank of America
North Carolina
$1.72M +$19.5K +1,290 +1%
Wells Fargo
5
Wells Fargo
California
$884K +$199K +13,120 +31%
BRWA
6
B. Riley Wealth Advisors
Florida
$711K +$51.5K +3,400 +8%
LPL Financial
7
LPL Financial
California
$638K -$68.2K -4,500 -10%
PAG
8
Private Advisor Group
New Jersey
$512K +$487K +32,115 New
Morgan Stanley
9
Morgan Stanley
New York
$457K -$57.3K -3,785 -12%
KFS
10
KMS Financial Services
Washington
$259K -$20.8K -1,375 -8%
HFM
11
Hartford Financial Management
Connecticut
$203K – – –
Ameriprise
12
Ameriprise
Minnesota
$98K +$85.8K +5,665 +1,193%
WA
13
WFG Advisors
Texas
$62K +$152 +10 +0.3%
LTFS
14
Ladenburg Thalmann Financial Services
Florida
$51K +$76 +5 +0.2%
PAS
15
Partnervest Advisory Services
California
$38K +$35.7K +2,355 New
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$14K – – –
Citigroup
17
Citigroup
New York
$13K – – –
BFEC
18
Benjamin F. Edwards & Company
Missouri
$12K – – –
CEMP
19
Compass Efficient Model Portfolios
Tennessee
$1K +$152 +10 +13%

RSPM Hedge Fund Activity: Q4 2013 in Review

19 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Equal Weight Materials ETF (RSPM) for Q4 2013, worth a combined $14.3M — up 12% from $12.7M a quarter earlier.

Buyers outnumbered sellers: 2 funds opened new RSPM positions and 0 closed out — a net gain of 2 holders — while 9 added to existing stakes and 4 trimmed.

The largest buyer was ProVise Management Group, adding an estimated $948K. The largest seller was UBS, cutting an estimated $2.12M.

  • 19 institutional investors held Invesco S&P 500 Equal Weight Materials ETF (RSPM) as of Q4 2013, up from 17 in Q3 2013.
  • Funds reported $14.3M of Invesco S&P 500 Equal Weight Materials ETF stock for Q4 2013, up 12% quarter-over-quarter.
  • 2 funds opened new Invesco S&P 500 Equal Weight Materials ETF positions in Q4 2013 and 0 closed out, a net change of +2 holders.
  • The largest Invesco S&P 500 Equal Weight Materials ETF buyer in Q4 2013 was ProVise Management Group, an estimated $948K added.
  • The largest Invesco S&P 500 Equal Weight Materials ETF seller in Q4 2013 was UBS, an estimated $2.12M sold.

Based on aggregated 13F filings for Q4 2013.