Invesco S&P 500 Equal Weight Utilities ETF
RSPU
81 hedge funds and large institutions have $132M invested in Invesco S&P 500 Equal Weight Utilities ETF in 2019 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 26 increasing their positions, 19 reducing their positions, and 7 closing their positions.
257% more first-time investments, than exits
New positions opened: 25 | Existing positions closed: 7
74.65% more ownership
Funds ownership: 65.04% → 139.69% (+75%)
56% more capital invested
Capital invested by funds: $84.5M → $132M (+$47.6M)
37% more repeat investments, than reductions
Existing positions increased: 26 | Existing positions reduced: 19
33% more funds holding in top 10
Funds holding in top 10: 3 → 4 (+1)
27% more funds holding
Funds holding: 64 → 81 (+17)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HGWM
Harvest Group Wealth Management
Waltham,
Massachusetts
|
+$6.98M |
| 2 |
AI
Atria Investments
Charlotte,
North Carolina
|
+$6.08M |
| 3 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$4.28M |
| 4 |
AG
Advisor Group
Phoenix,
Arizona
|
+$4.06M |
| 5 |
Goldman Sachs
New York
|
+$3.19M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NCM
Niemann Capital Management
Stateline,
Nevada
|
-$2.73M |
| 2 |
AWM
Affinity Wealth Management
Wilmington,
Delaware
|
-$1.72M |
| 3 |
PMG
ProVise Management Group
Clearwater,
Florida
|
-$1.51M |
| 4 |
Morgan Stanley
New York
|
-$1.5M |
| 5 |
Jane Street
New York
|
-$1.12M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
GRP
76
Global Retirement Partners
San Rafael,
California
| $5K | – | – | – |
|
77
William Blair & Company
Chicago,
Illinois
| $4K | – | – | – |
|
|
FRA
78
Front Row Advisors
Tiburon,
California
| $2K | – | – | – |
|
|
ASN
79
Advisory Services Network
Atlanta,
Georgia
| $1K | – | – | – |
|
|
LWM
80
Lenox Wealth Management
Cincinnati,
Ohio
| $1K | +$926 | +20 | New |
|
|
AWM
81
Affinity Wealth Management
Wilmington,
Delaware
| – | -$1.72M | -38,710 | Closed |
|
|
PMG
82
ProVise Management Group
Clearwater,
Florida
| – | -$1.51M | -33,942 | Closed |
|
|
83
Jane Street
New York
| – | -$1.12M | -25,282 | Closed |
|
84
HighTower Advisors
Chicago,
Illinois
| – | -$508K | -11,272 | Closed |
|
|
WCM
85
Weatherstone Capital Management
Denver,
Colorado
| – | -$309K | -7,046 | Closed |
|
|
AIC
86
Ameritas Investment Company
Lincoln,
Nebraska
| – | -$45K | -1,012 | Closed |
|
|
RWA
87
River Wealth Advisors
Camp Hill,
Pennsylvania
| – | -$22K | -486 | Closed |
|
RSPU Hedge Fund Activity: Q1 2019 in Review
81 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Equal Weight Utilities ETF (RSPU) for Q1 2019, worth a combined $132M — up 56% from $84.5M a quarter earlier.
Buyers outnumbered sellers: 25 funds opened new RSPU positions and 7 closed out — a net gain of 18 holders — while 26 added to existing stakes and 19 trimmed.
The largest buyer was Harvest Group Wealth Management, opening a new position worth an estimated $6.98M. The largest seller was Niemann Capital Management, cutting an estimated $2.73M.
- 81 institutional investors held Invesco S&P 500 Equal Weight Utilities ETF (RSPU) as of Q1 2019, up from 64 in Q4 2018.
- Funds reported $132M of Invesco S&P 500 Equal Weight Utilities ETF stock for Q1 2019, up 56% quarter-over-quarter.
- 25 funds opened new Invesco S&P 500 Equal Weight Utilities ETF positions in Q1 2019 and 7 closed out, a net change of +18 holders.
- The largest Invesco S&P 500 Equal Weight Utilities ETF buyer in Q1 2019 was Harvest Group Wealth Management, an estimated $6.98M added.
- The largest Invesco S&P 500 Equal Weight Utilities ETF seller in Q1 2019 was Niemann Capital Management, an estimated $2.73M sold.
Based on aggregated 13F filings for Q1 2019.