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Invesco S&P 500 Equal Weight Utilities ETF

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: 6869 (+1)

0% more funds holding in top 10

Funds holding in top 10: 11 (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
Name Holding Trade Value Shares
Change
Change in
Stake
JWM
76
Jeppson Wealth Management
California
-$9K -200 Closed
IA
77
IFP Advisors
Florida
-$3.22K -64 Closed

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.