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Invesco S&P 500 Equal Weight Utilities ETF
RSPU

72 hedge funds and large institutions have $53.2M invested in Invesco S&P 500 Equal Weight Utilities ETF in 2021 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 21 increasing their positions, 21 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

44% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 9

3% more funds holding

Funds holding: 70 → 72 (+2)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

0% more repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 21

2% less capital invested

Capital invested by funds: $54.1M → $53.2M (-$825K)

10.88% less ownership

Funds ownership: 63.38% → 52.5% (-11%)

Holders
72
Holders Change
+2
Holders Change %
+2.86%
% of All Funds
1.25%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
13
Increased
21
Reduced
21
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
WSTAM
Wilbanks Smith & Thomas Asset Management
Virginia
+$1.88M
2
CAN
Cetera Advisor Networks
California
+$928K
3
Morgan Stanley
Morgan Stanley
New York
+$537K
4
BAM
Belpointe Asset Management
Nevada
+$342K
5
FF
Friedenthal Financial
New Jersey
+$301K

Top Sellers

Rank Fund Capital Flow
1
FP
Financial Perspectives
Minnesota
-$11.5M
2
Ameriprise
Ameriprise
Minnesota
-$724K
3
MAP
Milestone Advisory Partners
North Carolina
-$667K
4
Citadel Advisors
Citadel Advisors
Florida
-$637K
5
JFS
JD Financial Services
Pennsylvania
-$516K
Name Holding Trade Value Shares
Change 		Change in
Stake
CAC
76
Certified Advisory Corp
Florida
– -$23K -452 Closed
SFS
77
Sowell Financial Services
Arkansas
– -$6K -120 Closed
AIC
78
Ameritas Investment Company
Nebraska
– -$1.84K -36 Closed
RIM
79
Rockbridge Investment Management
New York
– -$2K -30 Closed
CAAS
80
Capital Asset Advisory Services
Michigan
– +$319 +6 New
1 2 3
4

RSPU Hedge Fund Activity: Q2 2021 in Review

72 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Equal Weight Utilities ETF (RSPU) for Q2 2021, worth a combined $53.2M — down 1.5% from $54.1M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new RSPU positions and 9 closed out — a net gain of 4 holders — while 21 added to existing stakes and 21 trimmed.

The largest buyer was Wilbanks Smith & Thomas Asset Management, opening a new position worth an estimated $1.88M. The largest seller was Financial Perspectives, cutting an estimated $11.5M.

  • 72 institutional investors held Invesco S&P 500 Equal Weight Utilities ETF (RSPU) as of Q2 2021, up from 70 in Q1 2021.
  • Funds reported $53.2M of Invesco S&P 500 Equal Weight Utilities ETF stock for Q2 2021, down 1.5% quarter-over-quarter.
  • 13 funds opened new Invesco S&P 500 Equal Weight Utilities ETF positions in Q2 2021 and 9 closed out, a net change of +4 holders.
  • The largest Invesco S&P 500 Equal Weight Utilities ETF buyer in Q2 2021 was Wilbanks Smith & Thomas Asset Management, an estimated $1.88M added.
  • The largest Invesco S&P 500 Equal Weight Utilities ETF seller in Q2 2021 was Financial Perspectives, an estimated $11.5M sold.

Based on aggregated 13F filings for Q2 2021.