Invesco S&P 500 Equal Weight Utilities ETF
RSPU
47 hedge funds and large institutions have $26.3M invested in Invesco S&P 500 Equal Weight Utilities ETF in 2017 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 10 increasing their positions, 13 reducing their positions, and 7 closing their positions.
100% more first-time investments, than exits
New positions opened: 14 | Existing positions closed: 7
15% more funds holding
Funds holding: 41 → 47 (+6)
4.05% less ownership
Funds ownership: 34.02% → 29.97% (-4%)
18% less capital invested
Capital invested by funds: $32.3M → $26.3M (-$5.92M)
23% less repeat investments, than reductions
Existing positions increased: 10 | Existing positions reduced: 13
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$913K |
| 2 |
LPL Financial
San Diego,
California
|
+$583K |
| 3 |
AG
Advisor Group
Phoenix,
Arizona
|
+$513K |
| 4 |
ACM
AlphaStar Capital Management
Cornelius,
North Carolina
|
+$464K |
| 5 |
AA
Advisory Alpha
Holland,
Michigan
|
+$350K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$1.67M |
| 2 |
UCFA
United Capital Financial Advisors
Irving,
Texas
|
-$1.63M |
| 3 |
PMG
ProVise Management Group
Clearwater,
Florida
|
-$1.09M |
| 4 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
-$927K |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
-$811K |
RSPU Hedge Fund Activity: Q4 2017 in Review
47 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Equal Weight Utilities ETF (RSPU) for Q4 2017, worth a combined $26.3M — down 18% from $32.3M a quarter earlier.
Buyers outnumbered sellers: 14 funds opened new RSPU positions and 7 closed out — a net gain of 7 holders — while 10 added to existing stakes and 13 trimmed.
The largest buyer was Susquehanna International Group, adding an estimated $913K. The largest seller was Morgan Stanley, cutting an estimated $1.67M.
- 47 institutional investors held Invesco S&P 500 Equal Weight Utilities ETF (RSPU) as of Q4 2017, up from 41 in Q3 2017.
- Funds reported $26.3M of Invesco S&P 500 Equal Weight Utilities ETF stock for Q4 2017, down 18% quarter-over-quarter.
- 14 funds opened new Invesco S&P 500 Equal Weight Utilities ETF positions in Q4 2017 and 7 closed out, a net change of +7 holders.
- The largest Invesco S&P 500 Equal Weight Utilities ETF buyer in Q4 2017 was Susquehanna International Group, an estimated $913K added.
- The largest Invesco S&P 500 Equal Weight Utilities ETF seller in Q4 2017 was Morgan Stanley, an estimated $1.67M sold.
Based on aggregated 13F filings for Q4 2017.