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Invesco S&P 500 Equal Weight Utilities ETF
RSPU

83 hedge funds and large institutions have $79.1M invested in Invesco S&P 500 Equal Weight Utilities ETF in 2021 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 22 increasing their positions, 23 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

163% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 8

15% more funds holding

Funds holding: 72 → 83 (+11)

4% less repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 23

7.04% less ownership

Funds ownership: 75.88% → 68.83% (-7%)

10% less capital invested

Capital invested by funds: $87.8M → $79.1M (-$8.65M)

50% less funds holding in top 10

Funds holding in top 10: 2 → 1 (-1)

Holders
83
Holders Change
+11
Holders Change %
+15.28%
% of All Funds
1.28%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
21
Increased
22
Reduced
23
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
SAM
Synergy Asset Management
Washington
+$4.93M
2
WAP
Wealthcare Advisory Partners
Pennsylvania
+$2.18M
3
CL
COWA LLC
Oklahoma
+$2.06M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$1.27M
5
FIM
Freedom Investment Management
Connecticut
+$971K

Top Sellers

Rank Fund Capital Flow
1
IMC Chicago
IMC Chicago
Illinois
-$30.8M
2
Citadel Advisors
Citadel Advisors
Florida
-$689K
3
HI
Harbour Investments
Wisconsin
-$598K
4
FTUS
Flow Traders U.S.
New York
-$494K
5
SAM
SignalPoint Asset Management
Missouri
-$402K
Name Holding Trade Value Shares
Change 		Change in
Stake
Royal Bank of Canada
51
Royal Bank of Canada
Ontario, Canada
$222K +$65.8K +1,224 +46%
RJA
52
Raymond James & Associates
Florida
$221K +$209K +3,880 New
LWAC
53
Laurel Wealth Advisors (California)
California
$220K +$207K +3,854 New
NFG
54
Next Financial Group
Texas
$208K -$2.69K -50 -1%
JCM
55
Jacobi Capital Management
Pennsylvania
$205K +$860 +16 +0.4%
PFC
56
Phocas Financial Corp
California
$205K +$194K +3,600 New
JWCA
57
J.W. Cole Advisors
Florida
$203K +$191K +3,554 New
CAPTRUST Financial Advisors
58
CAPTRUST Financial Advisors
North Carolina
$196K +$8.82K +164 +5%
CFA
59
Carroll Financial Associates
North Carolina
$178K – – –
JP Morgan Chase
60
JP Morgan Chase
New York
$146K – – –
National Bank of Canada
61
National Bank of Canada
Quebec, Canada
$139K +$131K +2,438 New
Qube Research & Technologies (QRT)
62
Qube Research & Technologies (QRT)
United Kingdom
$127K +$58.5K +1,088 +96%
FP
63
Financial Perspectives
Minnesota
$121K – – –
TCM
64
Tradewinds Capital Management
Washington
$89K +$538 +10 +0.6%
MCC
65
Money Concepts Capital
Florida
$66K +$62.2K +1,156 New
CHA
66
Carmichael Hill & Associates
Maryland
$65K – – –
US Bancorp
67
US Bancorp
Minnesota
$44K – – –
Bank of Montreal
68
Bank of Montreal
Ontario, Canada
$35K -$15.1K -280 -31%
WA
69
Win Advisors
Florida
$35K +$33.3K +620 New
SFM
70
Signet Financial Management
New Jersey
$31K +$29.6K +550 New
SWA
71
SOA Wealth Advisors
New York
$30K – – –
Northwestern Mutual Wealth Management
72
Northwestern Mutual Wealth Management
Wisconsin
$28K -$7.85K -146 -23%
AAP
73
Arax Advisory Partners
Colorado
$27K – – –
Fidelity Investments
74
Fidelity Investments
Massachusetts
$18K – – –
SWM
75
Spire Wealth Management
Virginia
$17K – – –
1 2
3
4

RSPU Hedge Fund Activity: Q4 2021 in Review

83 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Equal Weight Utilities ETF (RSPU) for Q4 2021, worth a combined $79.1M — down 9.9% from $87.8M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new RSPU positions and 8 closed out — a net gain of 13 holders — while 22 added to existing stakes and 23 trimmed.

The largest buyer was Synergy Asset Management, opening a new position worth an estimated $4.93M. The largest seller was IMC Chicago, exiting entirely with an estimated $30.8M sold.

  • 83 institutional investors held Invesco S&P 500 Equal Weight Utilities ETF (RSPU) as of Q4 2021, up from 72 in Q3 2021.
  • Funds reported $79.1M of Invesco S&P 500 Equal Weight Utilities ETF stock for Q4 2021, down 9.9% quarter-over-quarter.
  • 21 funds opened new Invesco S&P 500 Equal Weight Utilities ETF positions in Q4 2021 and 8 closed out, a net change of +13 holders.
  • The largest Invesco S&P 500 Equal Weight Utilities ETF buyer in Q4 2021 was Synergy Asset Management, an estimated $4.93M added.
  • The largest Invesco S&P 500 Equal Weight Utilities ETF seller in Q4 2021 was IMC Chicago, an estimated $30.8M sold.

Based on aggregated 13F filings for Q4 2021.