Invesco S&P 500 Equal Weight Materials ETF
RSPM
18 hedge funds and large institutions have $33.4M invested in Invesco S&P 500 Equal Weight Materials ETF in 2014 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 8 increasing their positions, 5 reducing their positions, and 3 closing their positions.
134% more capital invested
Capital invested by funds: $14.3M → $33.4M (+$19.1M)
67.24% more ownership
Funds ownership: 137.57% → 204.8% (+67%)
60% more repeat investments, than reductions
Existing positions increased: 8 | Existing positions reduced: 5
0% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 3
5% less funds holding
Funds holding: 19 → 18 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WSTAM
Wilbanks Smith & Thomas Asset Management
Norfolk,
Virginia
|
+$14.5M |
| 2 |
PMG
ProVise Management Group
Clearwater,
Florida
|
+$2.58M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$406K |
| 4 |
U
UBS
Zurich,
Switzerland
|
+$172K |
| 5 |
Morgan Stanley
New York
|
+$136K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.09M |
| 2 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
-$512K |
| 3 |
LPL Financial
San Diego,
California
|
-$219K |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
-$98K |
| 5 |
PAS
Partnervest Advisory Services
Santa Barbara,
California
|
-$38K |
RSPM Hedge Fund Activity: Q1 2014 in Review
18 of the 3,475 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Equal Weight Materials ETF (RSPM) for Q1 2014, worth a combined $33.4M — up 134% from $14.3M a quarter earlier.
Fund positioning in RSPM was balanced in Q1 2014: 3 funds opened new positions, 3 closed out, 8 added to existing stakes and 5 trimmed.
The largest buyer was Wilbanks Smith & Thomas Asset Management, opening a new position worth an estimated $14.5M. The largest seller was Susquehanna International Group, cutting an estimated $1.09M.
- 18 institutional investors held Invesco S&P 500 Equal Weight Materials ETF (RSPM) as of Q1 2014, down from 19 in Q4 2013.
- Funds reported $33.4M of Invesco S&P 500 Equal Weight Materials ETF stock for Q1 2014, up 134% quarter-over-quarter.
- 3 funds opened new Invesco S&P 500 Equal Weight Materials ETF positions in Q1 2014 and 3 closed out, a net change of 0 holders.
- The largest Invesco S&P 500 Equal Weight Materials ETF buyer in Q1 2014 was Wilbanks Smith & Thomas Asset Management, an estimated $14.5M added.
- The largest Invesco S&P 500 Equal Weight Materials ETF seller in Q1 2014 was Susquehanna International Group, an estimated $1.09M sold.
Based on aggregated 13F filings for Q1 2014.