We are live on ! Find out more
RSPS icon

Invesco S&P 500 Equal Weight Consumer Staples ETF

46 hedge funds and large institutions have $100M invested in Invesco S&P 500 Equal Weight Consumer Staples ETF in 2015 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 16 increasing their positions, 8 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 6

100% more repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 8

24% more funds holding

Funds holding: 3746 (+9)

20% more capital invested

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

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

14.17% less ownership

Funds ownership: 161.08%146.9% (-14%)

Holders
46
Holders Change
+9
Holders Change %
+24.32%
% of All Funds
1.28%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.08%
New
15
Increased
16
Reduced
8
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$31.7M +$31.5M +1,456,585 +3,910%
AIG
2
American International Group
New York
$8.8M -$241K -11,115 -3%
AIM
3
Advantage Investment Management
Iowa
$5.7M -$787K -36,355 -12%
FANJ
4
Financial Architects (New Jersey)
New Jersey
$5.6M +$568K +26,220 +11%
WF
5
WealthTrust Fairport
Ohio
$5.46M +$5.56M +256,910 New
Goldman Sachs
6
Goldman Sachs
New York
$5.35M +$13.8K +635 +0.3%
PTCG
7
Pring Turner Capital Group
California
$3.8M +$114K +5,275 +3%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$3.07M +$454K +20,985 +17%
Wells Fargo
9
Wells Fargo
California
$2.96M +$2M +92,575 +199%
Morgan Stanley
10
Morgan Stanley
New York
$2.73M +$1M +46,380 +57%
LPL Financial
11
LPL Financial
California
$2.59M -$3.79M -175,155 -60%
CFA
12
Cahill Financial Advisors
Minnesota
$2.4M -$36.8K -1,700 -1%
Jane Street
13
Jane Street
New York
$2.03M +$2.07M +95,630 New
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$1.77M -$1.73M -80,005 -49%
SI
15
SII Investments
Wisconsin
$1.77M +$325 +15 +0%
LTFS
16
Ladenburg Thalmann Financial Services
Florida
$1.62M +$673K +31,080 +69%
SC
17
Scotia Capital
Ontario, Canada
$1.18M +$1.2M +55,560 New
UBS Group
18
UBS Group
Switzerland
$1.17M +$120K +5,560 +11%
BW
19
Bison Wealth
Georgia
$1.15M +$1.17M +54,135 New
BRWA
20
B. Riley Wealth Advisors
Florida
$959K +$141K +6,500 +17%
BCM
21
Barometer Capital Management
Ontario, Canada
$956K +$974K +45,000 New
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$885K +$876K +40,475 +3,520%
FF
23
Friedenthal Financial
New Jersey
$852K +$31.3K +1,445 +4%
CCM
24
Condor Capital Management
New Jersey
$720K +$155K +7,155 +27%
HR
25
Howe & Rusling
New York
$672K +$2.81K +130 +0.4%

RSPS Hedge Fund Activity: Q3 2015 in Review

46 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Equal Weight Consumer Staples ETF (RSPS) for Q3 2015, worth a combined $100M — up 20% from $83.5M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new RSPS positions and 6 closed out — a net gain of 9 holders — while 16 added to existing stakes and 8 trimmed.

The largest buyer was Bank of America, adding an estimated $31.5M. The largest seller was Wilbanks Smith & Thomas Asset Management, exiting entirely with an estimated $24.2M sold.

  • 46 institutional investors held Invesco S&P 500 Equal Weight Consumer Staples ETF (RSPS) as of Q3 2015, up from 37 in Q2 2015.
  • Funds reported $100M of Invesco S&P 500 Equal Weight Consumer Staples ETF stock for Q3 2015, up 20% quarter-over-quarter.
  • 15 funds opened new Invesco S&P 500 Equal Weight Consumer Staples ETF positions in Q3 2015 and 6 closed out, a net change of +9 holders.
  • The largest Invesco S&P 500 Equal Weight Consumer Staples ETF buyer in Q3 2015 was Bank of America, an estimated $31.5M added.
  • The largest Invesco S&P 500 Equal Weight Consumer Staples ETF seller in Q3 2015 was Wilbanks Smith & Thomas Asset Management, an estimated $24.2M sold.

Based on aggregated 13F filings for Q3 2015.