Invesco S&P 500 Equal Weight Utilities ETF
RSPU
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.
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: 39 → 51 (+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%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WSTAM
Wilbanks Smith & Thomas Asset Management
Norfolk,
Virginia
|
+$11.4M |
| 2 |
UCFA
United Capital Financial Advisors
Irving,
Texas
|
+$2.01M |
| 3 |
FI
FormulaFolio Investments
Grand Rapids,
Michigan
|
+$1.6M |
| 4 |
PMG
ProVise Management Group
Clearwater,
Florida
|
+$867K |
| 5 |
SI
Stephens Inc
Little Rock,
Arkansas
|
+$864K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$10.1M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$5.77M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$792K |
| 4 |
Jane Street
New York
|
-$489K |
| 5 |
IA
IFP Advisors
Tampa,
Florida
|
-$438K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
51
Citadel Advisors
Miami,
Florida
| – | -$5.77M | -137,048 | Closed |
|
|
NFG
52
Next Financial Group
Houston,
Texas
| – | -$21K | -500 | Closed |
|
|
RCG
53
Ruggie Capital Group
Tavares,
Florida
| – | -$21K | -500 | Closed |
|
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.