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Invesco S&P 500 Equal Weight Utilities ETF
RSPU

72 hedge funds and large institutions have $87.8M invested in Invesco S&P 500 Equal Weight Utilities ETF in 2021 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 25 increasing their positions, 20 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

65% more capital invested

Capital invested by funds: $53.2M → $87.8M (+$34.5M)

25% more repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 20

23.38% more ownership

Funds ownership: 52.5% → 75.88% (+23%)

0% more funds holding

Funds holding: 72 → 72 (0)

0% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 8

Holders
72
Holders Change
–
Holders Change %
0%
% of All Funds
1.26%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
8
Increased
25
Reduced
20
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
IMC Chicago
IMC Chicago
Illinois
+$32.4M
2
Morgan Stanley
Morgan Stanley
New York
+$1.34M
3
PCH
PGIM Custom Harvest
New Jersey
+$909K
4
FTUS
Flow Traders U.S.
New York
+$519K
5
TLP
Trinity Legacy Partners
Texas
+$395K

Top Sellers

Rank Fund Capital Flow
1
WSTAM
Wilbanks Smith & Thomas Asset Management
Virginia
-$502K
2
JP Morgan Chase
JP Morgan Chase
New York
-$477K
3
JFS
JD Financial Services
Pennsylvania
-$391K
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$101K
5
WWMSC
Wagner Wealth Management (South Carolina)
South Carolina
-$89K
Name Holding Trade Value Shares
Change 		Change in
Stake
FP
51
Financial Perspectives
Minnesota
$108K – – –
FGAM
52
Financial Gravity Asset Management
Texas
$103K – – –
TCM
53
Tradewinds Capital Management
Washington
$79K -$1.08K -20 -1%
CHA
54
Carmichael Hill & Associates
Maryland
$59K – – –
Qube Research & Technologies (QRT)
55
Qube Research & Technologies (QRT)
United Kingdom
$58K -$73K -1,352 -54%
Bank of Montreal
56
Bank of Montreal
Ontario, Canada
$48K – – –
US Bancorp
57
US Bancorp
Minnesota
$39K +$18.4K +340 +80%
Northwestern Mutual Wealth Management
58
Northwestern Mutual Wealth Management
Wisconsin
$33K +$2.27K +42 +7%
AF
59
Allworth Financial
California
$33K +$34.8K +644 New
SWA
60
SOA Wealth Advisors
New York
$27K – – –
AAP
61
Arax Advisory Partners
Colorado
$25K – – –
HGWM
62
Harvest Group Wealth Management
Massachusetts
$22K -$2.59K -48 -10%
Fidelity Investments
63
Fidelity Investments
Massachusetts
$17K – – –
SWM
64
Spire Wealth Management
Virginia
$15K – – –
HIA
65
Harbor Investment Advisory
Maryland
$14K – – –
HWMA
66
Heritage Wealth Management (Arizona)
Arizona
$14K – – –
SBL
67
Sargent Bickham Lagudis
Colorado
$9K – – –
TWM
68
Tradition Wealth Management
Minnesota
$4K – – –
GRP
69
Global Retirement Partners
California
$2K – – –
AWA
70
Arkadios Wealth Advisors
Georgia
$1K -$5.29K -98 -72%
JFS
71
JD Financial Services
Pennsylvania
– -$391K -7,578 Closed
WWMSC
72
Wagner Wealth Management (South Carolina)
South Carolina
– -$89K -1,720 Closed
Barclays
73
Barclays
United Kingdom
– -$81K -1,564 Closed
WP
74
WealthShield Partners
North Carolina
– -$41K -790 Closed
PCA
75
Providence Capital Advisors
North Carolina
– -$15K -300 Closed
1 2
3
4

RSPU Hedge Fund Activity: Q3 2021 in Review

72 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Equal Weight Utilities ETF (RSPU) for Q3 2021, worth a combined $87.8M — up 65% from $53.2M a quarter earlier.

Fund positioning in RSPU was balanced in Q3 2021: 8 funds opened new positions, 8 closed out, 25 added to existing stakes and 20 trimmed.

The largest buyer was IMC Chicago, opening a new position worth an estimated $32.4M. The largest seller was Wilbanks Smith & Thomas Asset Management, cutting an estimated $502K.

  • 72 institutional investors held Invesco S&P 500 Equal Weight Utilities ETF (RSPU) as of Q3 2021, unchanged from Q2 2021.
  • Funds reported $87.8M of Invesco S&P 500 Equal Weight Utilities ETF stock for Q3 2021, up 65% quarter-over-quarter.
  • 8 funds opened new Invesco S&P 500 Equal Weight Utilities ETF positions in Q3 2021 and 8 closed out, a net change of 0 holders.
  • The largest Invesco S&P 500 Equal Weight Utilities ETF buyer in Q3 2021 was IMC Chicago, an estimated $32.4M added.
  • The largest Invesco S&P 500 Equal Weight Utilities ETF seller in Q3 2021 was Wilbanks Smith & Thomas Asset Management, an estimated $502K sold.

Based on aggregated 13F filings for Q3 2021.