Invesco S&P 500 Equal Weight Utilities ETF
RSPU
85 hedge funds and large institutions have $122M invested in Invesco S&P 500 Equal Weight Utilities ETF in 2020 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 28 increasing their positions, 35 reducing their positions, and 22 closing their positions.
0.54% more ownership
Funds ownership: 82.11% → 82.65% (+0.54%)
14% less funds holding
Funds holding: 99 → 85 (-14)
20% less repeat investments, than reductions
Existing positions increased: 28 | Existing positions reduced: 35
24% less capital invested
Capital invested by funds: $159M → $122M (-$37.4M)
33% less funds holding in top 10
Funds holding in top 10: 3 → 2 (-1)
55% less first-time investments, than exits
New positions opened: 10 | Existing positions closed: 22
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$6.53M |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$3.5M |
| 3 |
FFN
Focus Financial Network
Minneapolis,
Minnesota
|
+$3.49M |
| 4 |
SAS
Stelac Advisory Services
New York
|
+$2.85M |
| 5 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$2.06M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NCM
Niemann Capital Management
Stateline,
Nevada
|
-$5.03M |
| 2 |
IA
IFP Advisors
Tampa,
Florida
|
-$3.73M |
| 3 |
Morgan Stanley
New York
|
-$3.34M |
| 4 |
Goldman Sachs
New York
|
-$2.4M |
| 5 |
MAP
Milestone Advisory Partners
Southern Pines,
North Carolina
|
-$2.28M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AAS
101
Avantax Advisory Services
Dallas,
Texas
| – | -$216K | -4,074 | Closed |
|
|
AP
102
Advisors Preferred
Rockville,
Maryland
| – | -$52K | -972 | Closed |
|
|
SIC
103
Samalin Investment Counsel
Chappaqua,
New York
| – | -$21K | -410 | Closed |
|
104
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| – | -$4K | -76 | Closed |
|
|
SL
105
Savior LLC
Wellesley Hills,
Massachusetts
| – | -$1K | -20 | Closed |
|
|
PCIA
106
Prime Capital Investment Advisors
Overland Park,
Kansas
| – | -$1K | -12 | Closed |
|
|
AA
107
Advisory Alpha
Holland,
Michigan
| – | -$531 | -10 | Closed |
|
RSPU Hedge Fund Activity: Q1 2020 in Review
85 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Equal Weight Utilities ETF (RSPU) for Q1 2020, worth a combined $122M — down 24% from $159M a quarter earlier.
Sellers outnumbered buyers: 22 funds closed out of RSPU and 10 opened new positions — a net loss of 12 holders — while 35 trimmed existing stakes and 28 added.
The largest buyer was Bank of America, adding an estimated $6.53M. The largest seller was Niemann Capital Management, exiting entirely with an estimated $5.03M sold.
- 85 institutional investors held Invesco S&P 500 Equal Weight Utilities ETF (RSPU) as of Q1 2020, down from 99 in Q4 2019.
- Funds reported $122M of Invesco S&P 500 Equal Weight Utilities ETF stock for Q1 2020, down 24% quarter-over-quarter.
- 10 funds opened new Invesco S&P 500 Equal Weight Utilities ETF positions in Q1 2020 and 22 closed out, a net change of -12 holders.
- The largest Invesco S&P 500 Equal Weight Utilities ETF buyer in Q1 2020 was Bank of America, an estimated $6.53M added.
- The largest Invesco S&P 500 Equal Weight Utilities ETF seller in Q1 2020 was Niemann Capital Management, an estimated $5.03M sold.
Based on aggregated 13F filings for Q1 2020.