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Invesco S&P 500 Equal Weight Utilities ETF
RSPU

83 hedge funds and large institutions have $79.1M invested in Invesco S&P 500 Equal Weight Utilities ETF in 2021 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 22 increasing their positions, 23 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

163% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 8

15% more funds holding

Funds holding: 72 → 83 (+11)

4% less repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 23

7.04% less ownership

Funds ownership: 75.88% → 68.83% (-7%)

10% less capital invested

Capital invested by funds: $87.8M → $79.1M (-$8.65M)

50% less funds holding in top 10

Funds holding in top 10: 2 → 1 (-1)

Holders
83
Holders Change
+11
Holders Change %
+15.28%
% of All Funds
1.28%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
21
Increased
22
Reduced
23
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
SAM
Synergy Asset Management
Washington
+$4.93M
2
WAP
Wealthcare Advisory Partners
Pennsylvania
+$2.18M
3
CL
COWA LLC
Oklahoma
+$2.06M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$1.27M
5
FIM
Freedom Investment Management
Connecticut
+$971K

Top Sellers

Rank Fund Capital Flow
1
IMC Chicago
IMC Chicago
Illinois
-$30.8M
2
Citadel Advisors
Citadel Advisors
Florida
-$689K
3
HI
Harbour Investments
Wisconsin
-$598K
4
FTUS
Flow Traders U.S.
New York
-$494K
5
SAM
SignalPoint Asset Management
Missouri
-$402K
Name Holding Trade Value Shares
Change 		Change in
Stake
ACM
26
AlphaStar Capital Management
North Carolina
$982K -$2.15K -40 -0.2%
Prudential Financial
27
Prudential Financial
New Jersey
$945K +$890K +16,558 New
UBS Group
28
UBS Group
Switzerland
$893K -$30.9K -574 -4%
Goldman Sachs
29
Goldman Sachs
New York
$879K +$342K +6,358 +70%
Commonwealth Equity Services
30
Commonwealth Equity Services
Massachusetts
$875K -$82.9K -1,542 -9%
Ameriprise
31
Ameriprise
Minnesota
$849K +$799K +14,868 New
JPLA
32
Joseph P. Lucia & Associates
New York
$844K -$158K -2,930 -17%
AA
33
Advisory Alpha
Michigan
$661K +$623K +11,588 New
W
34
WealthOne
New York
$552K -$170K -3,168 -25%
PAG
35
Private Advisor Group
New Jersey
$482K -$233K -4,342 -34%
BRWA
36
B. Riley Wealth Advisors
Florida
$480K +$2.8K +52 +0.6%
TRCT
37
Tower Research Capital (TRC)
New York
$470K +$110K +2,040 +33%
WWM
38
Western Wealth Management
Colorado
$411K +$391K +7,266 New
TLP
39
Trinity Legacy Partners
Texas
$405K -$11.7K -218 -3%
KAS
40
Kestra Advisory Services
Texas
$380K +$49.1K +914 +16%
BAM
41
Belpointe Asset Management
Nevada
$371K -$2.58K -48 -0.7%
Envestnet Asset Management
42
Envestnet Asset Management
Illinois
$351K -$119K -2,220 -27%
SPC
43
Sigma Planning Corp
Michigan
$343K -$4.3K -80 -1%
5L
44
55I LLC
Massachusetts
$246K +$231K +4,302 New
ACG
45
Allen Capital Group
Nebraska
$242K -$1.18K -22 -0.5%
Wells Fargo
46
Wells Fargo
California
$238K – – –
Lido Advisors
47
Lido Advisors
California
$237K -$2.04K -38 -0.9%
AFP
48
Ausdal Financial Partners
Iowa
$237K +$215 +4 +0.1%
PD
49
Planning Directions
Pennsylvania
$237K +$223K +4,152 New
KFS
50
Kaizen Financial Strategies
California
$234K – – –
1
2
3 4

RSPU Hedge Fund Activity: Q4 2021 in Review

83 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Equal Weight Utilities ETF (RSPU) for Q4 2021, worth a combined $79.1M — down 9.9% from $87.8M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new RSPU positions and 8 closed out — a net gain of 13 holders — while 22 added to existing stakes and 23 trimmed.

The largest buyer was Synergy Asset Management, opening a new position worth an estimated $4.93M. The largest seller was IMC Chicago, exiting entirely with an estimated $30.8M sold.

  • 83 institutional investors held Invesco S&P 500 Equal Weight Utilities ETF (RSPU) as of Q4 2021, up from 72 in Q3 2021.
  • Funds reported $79.1M of Invesco S&P 500 Equal Weight Utilities ETF stock for Q4 2021, down 9.9% quarter-over-quarter.
  • 21 funds opened new Invesco S&P 500 Equal Weight Utilities ETF positions in Q4 2021 and 8 closed out, a net change of +13 holders.
  • The largest Invesco S&P 500 Equal Weight Utilities ETF buyer in Q4 2021 was Synergy Asset Management, an estimated $4.93M added.
  • The largest Invesco S&P 500 Equal Weight Utilities ETF seller in Q4 2021 was IMC Chicago, an estimated $30.8M sold.

Based on aggregated 13F filings for Q4 2021.