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Invesco S&P 500 Equal Weight Utilities ETF

51 hedge funds and large institutions have $45.5M invested in Invesco S&P 500 Equal Weight Utilities ETF in 2017 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 19 increasing their positions, 12 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

400% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 3

58% more repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 12

31% more funds holding

Funds holding: 3951 (+12)

4% more capital invested

Capital invested by funds: $43.6M → $45.5M (+$1.86M)

0.39% less ownership

Funds ownership: 46.09%45.7% (-0.39%)

Holders
51
Holders Change
+12
Holders Change %
+30.77%
% of All Funds
1.27%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
15
Increased
19
Reduced
12
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FAAS
26
First Allied Advisory Services
California
$382K +$387K +9,018 New
AIP
27
Almanack Investment Partners
Pennsylvania
$358K +$97.1K +2,260 +36%
Stifel Financial
28
Stifel Financial
Missouri
$328K +$73.7K +1,716 +28%
SPC
29
Sigma Planning Corp
Michigan
$325K -$1.2K -28 -0.4%
Susquehanna International Group
30
Susquehanna International Group
Pennsylvania
$320K -$10.1M -234,478 -97%
FHC
31
First Heartland Consultants
Missouri
$310K +$60.1K +1,400 +24%
MML Investors Services
32
MML Investors Services
Massachusetts
$306K +$311K +7,230 New
CAN
33
Cetera Advisor Networks
California
$277K +$1.03K +24 +0.4%
RJFSA
34
Raymond James Financial Services Advisors
Florida
$252K +$256K +5,954 New
WAS
35
WESPAC Advisors SoCal
California
$250K -$18.5K -430 -7%
Ameriprise
36
Ameriprise
Minnesota
$247K +$250K +5,828 New
DOA
37
D'Orazio & Associates
Virginia
$104K
Creative Planning
38
Creative Planning
Kansas
$90K +$5.07K +118 +6%
JCM
39
Jacobi Capital Management
Pennsylvania
$83K +$85.7K +1,996 New
Royal Bank of Canada
40
Royal Bank of Canada
Ontario, Canada
$42K -$792K -18,444 -95%
MFW
41
Mosaic Family Wealth
Missouri
$42K
CPIG
42
Chicago Partners Investment Group
Illinois
$33K +$34.9K +812 New
JP Morgan Chase
43
JP Morgan Chase
New York
$21K +$21.5K +500 New
SBL
44
Sargent Bickham Lagudis
Colorado
$12K
Citigroup
45
Citigroup
New York
$9K
PFGIA
46
Patriot Financial Group Insurance Agency
Massachusetts
$9K +$9.53K +222 New
IA
47
IFP Advisors
Florida
$4K -$438K -10,200 -99%
SEI Investments
48
SEI Investments
Pennsylvania
$3K +$3.26K +76 New
ASN
49
Advisory Services Network
Georgia
$2K -$3.78K -88 -63%
ACM
50
AlphaStar Capital Management
North Carolina
$1K +$1.98K +46 New

RSPU Hedge Fund Activity: Q2 2017 in Review

51 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Equal Weight Utilities ETF (RSPU) for Q2 2017, worth a combined $45.5M — up 4.3% from $43.6M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new RSPU positions and 3 closed out — a net gain of 12 holders — while 19 added to existing stakes and 12 trimmed.

The largest buyer was Wilbanks Smith & Thomas Asset Management, opening a new position worth an estimated $11.4M. The largest seller was Susquehanna International Group, cutting an estimated $10.1M.

  • 51 institutional investors held Invesco S&P 500 Equal Weight Utilities ETF (RSPU) as of Q2 2017, up from 39 in Q1 2017.
  • Funds reported $45.5M of Invesco S&P 500 Equal Weight Utilities ETF stock for Q2 2017, up 4.3% quarter-over-quarter.
  • 15 funds opened new Invesco S&P 500 Equal Weight Utilities ETF positions in Q2 2017 and 3 closed out, a net change of +12 holders.
  • The largest Invesco S&P 500 Equal Weight Utilities ETF buyer in Q2 2017 was Wilbanks Smith & Thomas Asset Management, an estimated $11.4M added.
  • The largest Invesco S&P 500 Equal Weight Utilities ETF seller in Q2 2017 was Susquehanna International Group, an estimated $10.1M sold.

Based on aggregated 13F filings for Q2 2017.