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Invesco S&P 500 Equal Weight Utilities ETF
RSPU

49 hedge funds and large institutions have $22.2M invested in Invesco S&P 500 Equal Weight Utilities ETF in 2018 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 13 increasing their positions, 17 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 8

2% less funds holding

Funds holding: 50 → 49 (-1)

7.98% less ownership

Funds ownership: 38.71% → 30.73% (-8%)

16% less capital invested

Capital invested by funds: $26.6M → $22.2M (-$4.38M)

24% less repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 17

Holders
49
Holders Change
-1
Holders Change %
-2%
% of All Funds
1.12%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
13
Reduced
17
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
PAG
Private Advisor Group
New Jersey
+$478K
2
Citadel Advisors
Citadel Advisors
Florida
+$376K
3
Jane Street
Jane Street
New York
+$278K
4
AG
Advisor Group
Arizona
+$252K
5
AP
Advisors Preferred
Maryland
+$157K

Top Sellers

Rank Fund Capital Flow
1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$5.22M
2
FIM
Freedom Investment Management
Connecticut
-$638K
3
LPL Financial
LPL Financial
California
-$318K
4
Wells Fargo
Wells Fargo
California
-$246K
5
ACM
AlphaStar Capital Management
North Carolina
-$148K
Name Holding Trade Value Shares
Change 		Change in
Stake
Stifel Financial
26
Stifel Financial
Missouri
$211K -$121K -2,752 -36%
TCM
27
Tradewinds Capital Management
Washington
$202K +$57.5K +1,312 +40%
AP
28
Advisors Preferred
Maryland
$157K +$157K +3,578 New
IA
29
IFP Advisors
Florida
$136K +$136K +3,100 New
CWA
30
Clarus Wealth Advisors
Arizona
$101K +$1.67K +38 +2%
JCM
31
Jacobi Capital Management
Pennsylvania
$101K +$4.73K +108 +5%
GP
32
Girard Partners
Pennsylvania
$96K +$96.4K +2,200 New
APA
33
American Portfolios Advisors
New York
$80.9K +$15K +342 +23%
KJWM
34
Kiley Juergens Wealth Management
Washington
$77K +$77.9K +1,778 New
MFW
35
Mosaic Family Wealth
Missouri
$46K – – –
FGAM
36
Financial Gravity Asset Management
Texas
$44K -$175 -4 -0.4%
SFM
37
Signet Financial Management
New Jersey
$24K – – –
RWA
38
River Wealth Advisors
Pennsylvania
$21K – – –
WAP
39
Wealthcare Advisory Partners
Pennsylvania
$20K – – –
CAC
40
Certified Advisory Corp
Florida
$18K +$175 +4 +1%
WWMSC
41
Wagner Wealth Management (South Carolina)
South Carolina
$16K -$28.6K -652 -64%
Citigroup
42
Citigroup
New York
$10K – – –
Royal Bank of Canada
43
Royal Bank of Canada
Ontario, Canada
$9K – – –
SBL
44
Sargent Bickham Lagudis
Colorado
$7K – – –
WAS
45
WESPAC Advisors SoCal
California
$4K – – –
GRP
46
Global Retirement Partners
California
$4K +$2.1K +48 +141%
CAPTRUST Financial Advisors
47
CAPTRUST Financial Advisors
North Carolina
$4K +$4.38K +100 New
ASN
48
Advisory Services Network
Georgia
$1K – – –
FRA
49
Front Row Advisors
California
$2 – – –
FIM
50
Freedom Investment Management
Connecticut
– -$638K -14,958 Closed
1
2
3

RSPU Hedge Fund Activity: Q3 2018 in Review

49 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Equal Weight Utilities ETF (RSPU) for Q3 2018, worth a combined $22.2M — down 16% from $26.6M a quarter earlier.

Fund positioning in RSPU was balanced in Q3 2018: 8 funds opened new positions, 8 closed out, 13 added to existing stakes and 17 trimmed.

The largest buyer was Private Advisor Group, opening a new position worth an estimated $478K. The largest seller was Susquehanna International Group, cutting an estimated $5.22M.

  • 49 institutional investors held Invesco S&P 500 Equal Weight Utilities ETF (RSPU) as of Q3 2018, down from 50 in Q2 2018.
  • Funds reported $22.2M of Invesco S&P 500 Equal Weight Utilities ETF stock for Q3 2018, down 16% quarter-over-quarter.
  • 8 funds opened new Invesco S&P 500 Equal Weight Utilities ETF positions in Q3 2018 and 8 closed out, a net change of 0 holders.
  • The largest Invesco S&P 500 Equal Weight Utilities ETF buyer in Q3 2018 was Private Advisor Group, an estimated $478K added.
  • The largest Invesco S&P 500 Equal Weight Utilities ETF seller in Q3 2018 was Susquehanna International Group, an estimated $5.22M sold.

Based on aggregated 13F filings for Q3 2018.