Invesco S&P 500 Equal Weight Utilities ETF
RSPU
42 hedge funds and large institutions have $23.9M invested in Invesco S&P 500 Equal Weight Utilities ETF in 2018 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 18 increasing their positions, 12 reducing their positions, and 10 closing their positions.
50% more repeat investments, than reductions
Existing positions increased: 18 | Existing positions reduced: 12
5.17% more ownership
Funds ownership: 29.97% → 35.14% (+5.2%)
9% less capital invested
Capital invested by funds: $26.3M → $23.9M (-$2.4M)
11% less funds holding
Funds holding: 47 → 42 (-5)
50% less first-time investments, than exits
New positions opened: 5 | Existing positions closed: 10
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$357K |
| 2 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
+$351K |
| 3 |
MA
Mutual Advisors
Omaha,
Nebraska
|
+$311K |
| 4 |
SAM
SignalPoint Asset Management
Springfield,
Missouri
|
+$282K |
| 5 |
AG
Advisor Group
Phoenix,
Arizona
|
+$129K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$803K |
| 2 |
Morgan Stanley
New York
|
-$429K |
| 3 |
CAN
Cetera Advisor Networks
El Segundo,
California
|
-$344K |
| 4 |
WSTAM
Wilbanks Smith & Thomas Asset Management
Norfolk,
Virginia
|
-$330K |
| 5 |
Wells Fargo
San Francisco,
California
|
-$314K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
51
Citigroup
New York
| – | -$10K | -222 | Closed |
|
RSPU Hedge Fund Activity: Q1 2018 in Review
42 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Equal Weight Utilities ETF (RSPU) for Q1 2018, worth a combined $23.9M — down 9.1% from $26.3M a quarter earlier.
Sellers outnumbered buyers: 10 funds closed out of RSPU and 5 opened new positions — a net loss of 5 holders — while 12 trimmed existing stakes and 18 added.
The largest buyer was LPL Financial, adding an estimated $357K. The largest seller was Susquehanna International Group, cutting an estimated $803K.
- 42 institutional investors held Invesco S&P 500 Equal Weight Utilities ETF (RSPU) as of Q1 2018, down from 47 in Q4 2017.
- Funds reported $23.9M of Invesco S&P 500 Equal Weight Utilities ETF stock for Q1 2018, down 9.1% quarter-over-quarter.
- 5 funds opened new Invesco S&P 500 Equal Weight Utilities ETF positions in Q1 2018 and 10 closed out, a net change of -5 holders.
- The largest Invesco S&P 500 Equal Weight Utilities ETF buyer in Q1 2018 was LPL Financial, an estimated $357K added.
- The largest Invesco S&P 500 Equal Weight Utilities ETF seller in Q1 2018 was Susquehanna International Group, an estimated $803K sold.
Based on aggregated 13F filings for Q1 2018.