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Invesco S&P 500 Equal Weight Utilities ETF
RSPU

64 hedge funds and large institutions have $84.5M invested in Invesco S&P 500 Equal Weight Utilities ETF in 2018 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 20 increasing their positions, 10 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 6

280% more capital invested

Capital invested by funds: $22.2M → $84.5M (+$62.3M)

100% more repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 10

34.31% more ownership

Funds ownership: 30.73% → 65.04% (+34%)

31% more funds holding

Funds holding: 49 → 64 (+15)

Holders
64
Holders Change
+15
Holders Change %
+30.61%
% of All Funds
1.43%
Holding in Top 10
3
Holding in Top 10 Change
+3
Holding in Top 10 Change %
% of All Funds
0.07%
New
24
Increased
20
Reduced
10
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
TCM
Tradewinds Capital Management
Washington
+$12.3M
2
NCM
Niemann Capital Management
Nevada
+$8.75M
3
MAP
Milestone Advisory Partners
North Carolina
+$7.86M
4
Morgan Stanley
Morgan Stanley
New York
+$6.58M
5
Bank of America
Bank of America
North Carolina
+$4.73M

Top Sellers

Rank Fund Capital Flow
1
PAG
Private Advisor Group
New Jersey
-$479K
2
Citadel Advisors
Citadel Advisors
Florida
-$376K
3
GP
Girard Partners
Pennsylvania
-$96K
4
FF
Friedenthal Financial
New Jersey
-$82.1K
5
KJWM
Kiley Juergens Wealth Management
Washington
-$77K
Name Holding Trade Value Shares
Change 		Change in
Stake
SWP
26
Stratos Wealth Partners
Ohio
$418K +$427K +9,410 New
RJFSA
27
Raymond James Financial Services Advisors
Florida
$355K +$363K +7,996 New
MA
28
Mutual Advisors
Nebraska
$325K – – –
WCM
29
Weatherstone Capital Management
Colorado
$309K +$320K +7,046 New
BRWA
30
B. Riley Wealth Advisors
Florida
$294K – – –
ACG
31
Allen Capital Group
Nebraska
$289K -$23K -506 -7%
SPC
32
Sigma Planning Corp
Michigan
$264K +$998 +22 +0.4%
RJA
33
Raymond James & Associates
Florida
$262K +$268K +5,904 New
GWM
34
Geneos Wealth Management
Colorado
$249K +$34.9K +770 +16%
OC
35
Oppenheimer & Co
New York
$241K +$246K +5,420 New
DP
36
Denver PWM
Colorado
$239K +$233K +5,146 New
OPA
37
Old Port Advisors
Maine
$216K +$222K +4,888 New
IWMA
38
Ironwood Wealth Management (Arizona)
Arizona
$205K -$13.4K -296 -6%
MML Investors Services
39
MML Investors Services
Massachusetts
$202K +$206K +4,542 New
FNC
40
First National Corp
Massachusetts
$176K +$180K +3,972 New
AP
41
Advisors Preferred
Maryland
$158K -$907 -20 -0.6%
KPW
42
Kore Private Wealth
New York
$137K +$140K +3,086 New
JCM
43
Jacobi Capital Management
Pennsylvania
$112K +$9.44K +208 +9%
IA
44
IFP Advisors
Florida
$111K -$27.2K -600 -19%
CWA
45
Clarus Wealth Advisors
Arizona
$103K +$635 +14 +0.6%
CFA
46
Carroll Financial Associates
North Carolina
$47K +$49.5K +1,090 New
AIC
47
Ameritas Investment Company
Nebraska
$45K +$45.9K +1,012 New
MFW
48
Mosaic Family Wealth
Missouri
$44K – – –
FGC
49
Financial Gravity Companies
Texas
$39K +$39.3K +866 New
APA
50
American Portfolios Advisors
New York
$28.8K -$54.3K -1,196 -65%
1
2
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RSPU Hedge Fund Activity: Q4 2018 in Review

64 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Equal Weight Utilities ETF (RSPU) for Q4 2018, worth a combined $84.5M — up 280% from $22.2M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new RSPU positions and 6 closed out — a net gain of 18 holders — while 20 added to existing stakes and 10 trimmed.

The largest buyer was Tradewinds Capital Management, adding an estimated $12.3M. The largest seller was Private Advisor Group, exiting entirely with an estimated $479K sold.

  • 64 institutional investors held Invesco S&P 500 Equal Weight Utilities ETF (RSPU) as of Q4 2018, up from 49 in Q3 2018.
  • Funds reported $84.5M of Invesco S&P 500 Equal Weight Utilities ETF stock for Q4 2018, up 280% quarter-over-quarter.
  • 24 funds opened new Invesco S&P 500 Equal Weight Utilities ETF positions in Q4 2018 and 6 closed out, a net change of +18 holders.
  • The largest Invesco S&P 500 Equal Weight Utilities ETF buyer in Q4 2018 was Tradewinds Capital Management, an estimated $12.3M added.
  • The largest Invesco S&P 500 Equal Weight Utilities ETF seller in Q4 2018 was Private Advisor Group, an estimated $479K sold.

Based on aggregated 13F filings for Q4 2018.