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Invesco S&P 500 Equal Weight Utilities ETF
RSPU

69 hedge funds and large institutions have $62.9M invested in Invesco S&P 500 Equal Weight Utilities ETF in 2020 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 17 increasing their positions, 32 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 8

1% more funds holding

Funds holding: 68 → 69 (+1)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

4.9% less ownership

Funds ownership: 61.79% → 56.89% (-4.9%)

13% less capital invested

Capital invested by funds: $72M → $62.9M (-$9.14M)

47% less repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 32

Holders
69
Holders Change
+1
Holders Change %
+1.47%
% of All Funds
1.22%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
10
Increased
17
Reduced
32
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
TRCT
Tower Research Capital (TRC)
New York
+$1.12M
2
FTUS
Flow Traders U.S.
New York
+$819K
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$796K
4
KAS
Kestra Advisory Services
Texas
+$611K
5
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$499K

Top Sellers

Rank Fund Capital Flow
1
Osaic Holdings
Osaic Holdings
Arizona
-$6.29M
2
LPL Financial
LPL Financial
California
-$5.42M
3
Citadel Advisors
Citadel Advisors
Florida
-$1.1M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$1.01M
5
APA
American Portfolios Advisors
New York
-$833K
Name Holding Trade Value Shares
Change 		Change in
Stake
Northwestern Mutual Wealth Management
51
Northwestern Mutual Wealth Management
Wisconsin
$61K +$25.5K +506 +72%
CHA
52
Carmichael Hill & Associates
Maryland
$57K – – –
AAP
53
Arax Advisory Partners
Colorado
$51K – – –
Bank of Montreal
54
Bank of Montreal
Ontario, Canada
$44K -$23.2K -460 -34%
Citigroup
55
Citigroup
New York
$31K +$101 +2 +0.3%
RIM
56
Rockbridge Investment Management
New York
$31K +$7.66K +152 +32%
APA
57
American Portfolios Advisors
New York
$29.7K -$833K -16,542 -97%
SWA
58
SOA Wealth Advisors
New York
$26K +$26.7K +530 New
HGWM
59
Harvest Group Wealth Management
Massachusetts
$24K – – –
TWM
60
Tradition Wealth Management
Minnesota
$23K +$23.4K +464 New
US Bancorp
61
US Bancorp
Minnesota
$21K +$3.53K +70 +20%
PCH
62
PGIM Custom Harvest
New Jersey
$21K +$21.3K +422 New
HIA
63
Harbor Investment Advisory
Maryland
$14K – – –
SBL
64
Sargent Bickham Lagudis
Colorado
$9K – – –
ASN
65
Advisory Services Network
Georgia
$7K -$302 -6 -4%
SFS
66
Sowell Financial Services
Arkansas
$6K – – –
Fidelity Investments
67
Fidelity Investments
Massachusetts
$6K +$2.52K +50 +68%
AWA
68
Arkadios Wealth Advisors
Georgia
$4K – – –
GRP
69
Global Retirement Partners
California
$2K – – –
AAS
70
Avantax Advisory Services
Texas
– -$363K -7,730 Closed
OPA
71
Old Port Advisors
Maine
– -$210K -4,446 Closed
CIAS
72
Capital Investment Advisory Services
North Carolina
– -$54K -1,140 Closed
WP
73
WealthShield Partners
North Carolina
– -$37K -790 Closed
William Blair & Company
74
William Blair & Company
Illinois
– -$10K -220 Closed
CAGAS
75
Capital Advisory Group Advisory Services
Minnesota
– -$9K -200 Closed
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RSPU Hedge Fund Activity: Q4 2020 in Review

69 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Equal Weight Utilities ETF (RSPU) for Q4 2020, worth a combined $62.9M — down 13% from $72M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new RSPU positions and 8 closed out — a net gain of 2 holders — while 17 added to existing stakes and 32 trimmed.

The largest buyer was Tower Research Capital (TRC), opening a new position worth an estimated $1.12M. The largest seller was Osaic Holdings, cutting an estimated $6.29M.

  • 69 institutional investors held Invesco S&P 500 Equal Weight Utilities ETF (RSPU) as of Q4 2020, up from 68 in Q3 2020.
  • Funds reported $62.9M of Invesco S&P 500 Equal Weight Utilities ETF stock for Q4 2020, down 13% quarter-over-quarter.
  • 10 funds opened new Invesco S&P 500 Equal Weight Utilities ETF positions in Q4 2020 and 8 closed out, a net change of +2 holders.
  • The largest Invesco S&P 500 Equal Weight Utilities ETF buyer in Q4 2020 was Tower Research Capital (TRC), an estimated $1.12M added.
  • The largest Invesco S&P 500 Equal Weight Utilities ETF seller in Q4 2020 was Osaic Holdings, an estimated $6.29M sold.

Based on aggregated 13F filings for Q4 2020.