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.
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)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SAM
Synergy Asset Management
Vancouver,
Washington
|
+$4.93M |
| 2 |
WAP
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
+$2.18M |
| 3 |
CL
COWA LLC
Tulsa,
Oklahoma
|
+$2.06M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$1.27M |
| 5 |
FIM
Freedom Investment Management
Hartford,
Connecticut
|
+$971K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IMC Chicago
Chicago,
Illinois
|
-$30.8M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$689K |
| 3 |
HI
Harbour Investments
Madison,
Wisconsin
|
-$598K |
| 4 |
FTUS
Flow Traders U.S.
New York
|
-$494K |
| 5 |
SAM
SignalPoint Asset Management
Springfield,
Missouri
|
-$402K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
HIA
76
Harbor Investment Advisory
Lutherville,
Maryland
| $16K | – | – | – |
|
|
HGWM
77
Harvest Group Wealth Management
Waltham,
Massachusetts
| $12K | -$12.4K | -230 | -53% |
|
|
SBL
78
Sargent Bickham Lagudis
Boulder,
Colorado
| $10K | – | – | – |
|
|
TWM
79
Tradition Wealth Management
Edina,
Minnesota
| $4K | – | – | – |
|
80
Rockefeller Capital Management
New York
| $1K | +$1.5K | +28 | New |
|
|
81
IMC Chicago
Chicago,
Illinois
| – | -$30.8M | -600,000 | Closed |
|
|
82
Citadel Advisors
Miami,
Florida
| – | -$689K | -13,422 | Closed |
|
|
FTUS
83
Flow Traders U.S.
New York
| – | -$494K | -9,624 | Closed |
|
84
Truist Financial
Charlotte,
North Carolina
| – | -$354K | -6,892 | Closed |
|
|
AF
85
Allworth Financial
Folsom,
California
| – | -$33K | -644 | Closed |
|
|
GRP
86
Global Retirement Partners
San Rafael,
California
| – | -$2K | -48 | Closed |
|
|
AWA
87
Arkadios Wealth Advisors
Atlanta,
Georgia
| – | -$1K | -38 | Closed |
|
|
FGAM
88
Financial Gravity Asset Management
Lakeway,
Texas
| – | -$103K | -26 | Closed |
|
|
HI
89
Hudock Inc
Williamsport,
Pennsylvania
| – | +$753 | +14 | New |
|
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.