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.
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)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TCM
Tradewinds Capital Management
Bellingham,
Washington
|
+$12.3M |
| 2 |
NCM
Niemann Capital Management
Stateline,
Nevada
|
+$8.75M |
| 3 |
MAP
Milestone Advisory Partners
Southern Pines,
North Carolina
|
+$7.86M |
| 4 |
Morgan Stanley
New York
|
+$6.58M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$4.73M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
-$479K |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$376K |
| 3 |
GP
Girard Partners
King Of Prussia,
Pennsylvania
|
-$96K |
| 4 |
FF
Friedenthal Financial
Marlton,
New Jersey
|
-$82.1K |
| 5 |
KJWM
Kiley Juergens Wealth Management
Olympia,
Washington
|
-$77K |
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.