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Invesco S&P 500 Equal Weight Consumer Staples ETF

76 hedge funds and large institutions have $155M invested in Invesco S&P 500 Equal Weight Consumer Staples ETF in 2017 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 21 increasing their positions, 25 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more funds holding in top 10

Funds holding in top 10: 14 (+3)

67% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 12

24.02% more ownership

Funds ownership: 139.49%163.51% (+24%)

18% more capital invested

Capital invested by funds: $132M → $155M (+$23.6M)

12% more funds holding

Funds holding: 6876 (+8)

16% less repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 25

Holders
76
Holders Change
+8
Holders Change %
+11.76%
% of All Funds
1.72%
Holding in Top 10
4
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+300%
% of All Funds
0.09%
New
20
Increased
21
Reduced
25
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MIH
1
Meitav Investment House
Israel
$18.1M +$17.2M +678,545 New
AG
2
Advisor Group
Arizona
$15.3M +$87.4K +3,455 +0.6%
Morgan Stanley
3
Morgan Stanley
New York
$11.1M -$1.41M -55,585 -12%
CAC
4
Certified Advisory Corp
Florida
$9.96M +$9.42M +372,415 New
Bank of America
5
Bank of America
North Carolina
$8.7M +$2.11M +83,440 +35%
AIM
6
Advantage Investment Management
Iowa
$8.39M +$228K +9,025 +3%
Ameriprise
7
Ameriprise
Minnesota
$8.2M -$1.19M -47,010 -13%
LPL Financial
8
LPL Financial
California
$6.68M +$167K +6,585 +3%
JFM
9
Jackson Financial Management
California
$6.48M +$6.14M +242,500 New
FANJ
10
Financial Architects (New Jersey)
New Jersey
$5.48M -$936K -36,975 -15%
Wells Fargo
11
Wells Fargo
California
$5.05M -$273K -10,770 -5%
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$4.04M +$624K +24,655 +20%
SAM
13
SignalPoint Asset Management
Missouri
$3.7M -$111K -4,390 -3%
EDRH
14
Edmond de Rothschild Holding
Switzerland
$3.45M -$75.9K -3,000 -2%
Susquehanna International Group
15
Susquehanna International Group
Pennsylvania
$3.19M -$2.73M -107,795 -47%
LTFS
16
Ladenburg Thalmann Financial Services
Florida
$3.08M +$150K +5,935 +5%
RJA
17
Raymond James & Associates
Florida
$2.92M -$147K -5,800 -5%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$2.39M +$221K +8,725 +11%
UBS Group
19
UBS Group
Switzerland
$2.14M -$36.9K -1,460 -2%
CFA
20
Cahill Financial Advisors
Minnesota
$1.92M -$151K -5,980 -8%
VFA
21
Voya Financial Advisors
Connecticut
$1.84M -$1.02M -40,295 -37%
HR
22
Howe & Rusling
New York
$1.8M +$16.7K +660 +1%
CS
23
Comerica Securities
Michigan
$1.69M
ACM
24
Avalon Capital Management
California
$1.58M +$1.49M +58,975 New
RJFSA
25
Raymond James Financial Services Advisors
Florida
$1.49M +$84K +3,320 +6%

RSPS Hedge Fund Activity: Q4 2017 in Review

76 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Equal Weight Consumer Staples ETF (RSPS) for Q4 2017, worth a combined $155M — up 18% from $132M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new RSPS positions and 12 closed out — a net gain of 8 holders — while 21 added to existing stakes and 25 trimmed.

The largest buyer was Bank of America, adding an estimated $2.11M. The largest seller was Jane Street, exiting entirely with an estimated $11.4M sold.

  • 76 institutional investors held Invesco S&P 500 Equal Weight Consumer Staples ETF (RSPS) as of Q4 2017, up from 68 in Q3 2017.
  • Funds reported $155M of Invesco S&P 500 Equal Weight Consumer Staples ETF stock for Q4 2017, up 18% quarter-over-quarter.
  • 20 funds opened new Invesco S&P 500 Equal Weight Consumer Staples ETF positions in Q4 2017 and 12 closed out, a net change of +8 holders.
  • The largest Invesco S&P 500 Equal Weight Consumer Staples ETF buyer in Q4 2017 was Bank of America, an estimated $2.11M added.
  • The largest Invesco S&P 500 Equal Weight Consumer Staples ETF seller in Q4 2017 was Jane Street, an estimated $11.4M sold.

Based on aggregated 13F filings for Q4 2017.