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Invesco S&P 500 Equal Weight Consumer Staples ETF

37 hedge funds and large institutions have $83.5M invested in Invesco S&P 500 Equal Weight Consumer Staples ETF in 2015 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 14 increasing their positions, 12 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 12

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

8% less funds holding

Funds holding: 4037 (-3)

17% less capital invested

Capital invested by funds: $100M → $83.5M (-$16.5M)

20.65% less ownership

Funds ownership: 181.72%161.08% (-21%)

43% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 7

Holders
37
Holders Change
-3
Holders Change %
-7.5%
% of All Funds
1%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.08%
New
4
Increased
14
Reduced
12
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WSTAM
1
Wilbanks Smith & Thomas Asset Management
Virginia
$24.2M +$2.52M +116,810 +11%
AIG
2
American International Group
New York
$8.99M +$29.4K +1,360 +0.3%
AIM
3
Advantage Investment Management
Iowa
$6.45M +$600K +27,790 +10%
LPL Financial
4
LPL Financial
California
$6.23M +$490K +22,690 +8%
Goldman Sachs
5
Goldman Sachs
New York
$5.31M -$40.8K -1,890 -0.7%
FANJ
6
Financial Architects (New Jersey)
New Jersey
$5.02M -$305K -14,100 -6%
PTCG
7
Pring Turner Capital Group
California
$3.67M +$102K +4,735 +3%
Cambridge Investment Research Advisors
8
Cambridge Investment Research Advisors
Iowa
$3.46M +$368K +17,040 +12%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$2.62M +$2.24M +103,690 +520%
CFA
10
Cahill Financial Advisors
Minnesota
$2.43M -$141K -6,520 -5%
SI
11
SII Investments
Wisconsin
$1.75M +$11.9K +550 +0.7%
Morgan Stanley
12
Morgan Stanley
New York
$1.74M +$24.6K +1,140 +1%
Susquehanna International Group
13
Susquehanna International Group
Pennsylvania
$1.62M +$585K +27,090 +55%
CS
14
Comerica Securities
Michigan
$1.53M +$289K +13,360 +23%
UBS Group
15
UBS Group
Switzerland
$1.05M -$18.3K -845 -2%
Wells Fargo
16
Wells Fargo
California
$985K -$11.8M -548,385 -92%
LTFS
17
Ladenburg Thalmann Financial Services
Florida
$956K +$807K +37,345 +477%
FF
18
Friedenthal Financial
New Jersey
$817K -$31.7K -1,465 -4%
BRWA
19
B. Riley Wealth Advisors
Florida
$817K +$56.2K +2,600 +7%
Bank of America
20
Bank of America
North Carolina
$788K -$247K -11,420 -23%
HR
21
Howe & Rusling
New York
$667K +$5.62K +260 +0.8%
CCM
22
Condor Capital Management
New Jersey
$566K -$15.7K -725 -3%
Citadel Advisors
23
Citadel Advisors
Florida
$546K +$558K +25,810 New
CA
24
Cetera Advisors
Colorado
$331K -$33.3K -1,540 -9%
PAG
25
Private Advisor Group
New Jersey
$294K +$300K +13,880 New

RSPS Hedge Fund Activity: Q2 2015 in Review

37 of the 3,711 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Equal Weight Consumer Staples ETF (RSPS) for Q2 2015, worth a combined $83.5M — down 17% from $100M a quarter earlier.

Sellers outnumbered buyers: 7 funds closed out of RSPS and 4 opened new positions — a net loss of 3 holders — while 12 trimmed existing stakes and 14 added.

The largest buyer was Wilbanks Smith & Thomas Asset Management, adding an estimated $2.52M. The largest seller was Wells Fargo, cutting an estimated $11.8M.

  • 37 institutional investors held Invesco S&P 500 Equal Weight Consumer Staples ETF (RSPS) as of Q2 2015, down from 40 in Q1 2015.
  • Funds reported $83.5M of Invesco S&P 500 Equal Weight Consumer Staples ETF stock for Q2 2015, down 17% quarter-over-quarter.
  • 4 funds opened new Invesco S&P 500 Equal Weight Consumer Staples ETF positions in Q2 2015 and 7 closed out, a net change of -3 holders.
  • The largest Invesco S&P 500 Equal Weight Consumer Staples ETF buyer in Q2 2015 was Wilbanks Smith & Thomas Asset Management, an estimated $2.52M added.
  • The largest Invesco S&P 500 Equal Weight Consumer Staples ETF seller in Q2 2015 was Wells Fargo, an estimated $11.8M sold.

Based on aggregated 13F filings for Q2 2015.