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Invesco S&P 500 Equal Weight Utilities ETF
RSPU

70 hedge funds and large institutions have $54.1M invested in Invesco S&P 500 Equal Weight Utilities ETF in 2021 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 19 increasing their positions, 25 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

22% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 9

6.49% more ownership

Funds ownership: 56.89% → 63.38% (+6.5%)

1% more funds holding

Funds holding: 69 → 70 (+1)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

14% less capital invested

Capital invested by funds: $62.9M → $54.1M (-$8.82M)

24% less repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 25

Holders
70
Holders Change
+1
Holders Change %
+1.45%
% of All Funds
1.23%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
11
Increased
19
Reduced
25
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
FP
Financial Perspectives
Minnesota
+$10.7M
2
APA
American Portfolios Advisors
New York
+$1.04M
3
JFS
JD Financial Services
Pennsylvania
+$857K
4
BRWA
B. Riley Wealth Advisors
Florida
+$387K
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$329K

Top Sellers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
-$5.12M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$2.71M
3
SAS
Stelac Advisory Services
New York
-$1.31M
4
FFN
Focus Financial Network
Minnesota
-$1.18M
5
Osaic Holdings
Osaic Holdings
Arizona
-$889K
Name Holding Trade Value Shares
Change 		Change in
Stake
CHA
51
Carmichael Hill & Associates
Maryland
$59K – – –
Bank of Montreal
52
Bank of Montreal
Ontario, Canada
$47K – – –
Northwestern Mutual Wealth Management
53
Northwestern Mutual Wealth Management
Wisconsin
$41K -$20.3K -410 -34%
WP
54
WealthShield Partners
North Carolina
$41K +$39.2K +790 New
SWA
55
SOA Wealth Advisors
New York
$27K – – –
WAP
56
Wealthcare Advisory Partners
Pennsylvania
$25K +$23.9K +482 New
HWMA
57
Heritage Wealth Management (Arizona)
Arizona
$24K +$22.7K +458 New
CAC
58
Certified Advisory Corp
Florida
$23K +$22.4K +452 New
PCH
59
PGIM Custom Harvest
New Jersey
$22K – – –
US Bancorp
60
US Bancorp
Minnesota
$22K – – –
SWM
61
Spire Wealth Management
Virginia
$16K +$14.9K +300 New
HIA
62
Harbor Investment Advisory
Maryland
$14K – – –
Citigroup
63
Citigroup
New York
$11K -$19.7K -398 -65%
SBL
64
Sargent Bickham Lagudis
Colorado
$9K – – –
AWA
65
Arkadios Wealth Advisors
Georgia
$7K +$1.98K +40 +42%
SFS
66
Sowell Financial Services
Arkansas
$6K – – –
Fidelity Investments
67
Fidelity Investments
Massachusetts
$6K +$99 +2 +2%
RIM
68
Rockbridge Investment Management
New York
$2K -$29.6K -596 -95%
GRP
69
Global Retirement Partners
California
$2K – – –
AIC
70
Ameritas Investment Company
Nebraska
$1.84K +$1.78K +36 New
FFN
71
Focus Financial Network
Minnesota
– -$1.18M -23,504 Closed
FTUS
72
Flow Traders U.S.
New York
– -$813K -16,252 Closed
KAS
73
Kestra Advisory Services
Texas
– -$606K -12,310 Closed
FHC
74
First Heartland Consultants
Missouri
– -$372K -7,440 Closed
LWAC
75
Laurel Wealth Advisors (California)
California
– -$219K -4,370 Closed
1 2
3
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RSPU Hedge Fund Activity: Q1 2021 in Review

70 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Equal Weight Utilities ETF (RSPU) for Q1 2021, worth a combined $54.1M — down 14% from $62.9M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new RSPU positions and 9 closed out — a net gain of 2 holders — while 19 added to existing stakes and 25 trimmed.

The largest buyer was Financial Perspectives, adding an estimated $10.7M. The largest seller was Bank of America, cutting an estimated $5.12M.

  • 70 institutional investors held Invesco S&P 500 Equal Weight Utilities ETF (RSPU) as of Q1 2021, up from 69 in Q4 2020.
  • Funds reported $54.1M of Invesco S&P 500 Equal Weight Utilities ETF stock for Q1 2021, down 14% quarter-over-quarter.
  • 11 funds opened new Invesco S&P 500 Equal Weight Utilities ETF positions in Q1 2021 and 9 closed out, a net change of +2 holders.
  • The largest Invesco S&P 500 Equal Weight Utilities ETF buyer in Q1 2021 was Financial Perspectives, an estimated $10.7M added.
  • The largest Invesco S&P 500 Equal Weight Utilities ETF seller in Q1 2021 was Bank of America, an estimated $5.12M sold.

Based on aggregated 13F filings for Q1 2021.