Invesco S&P 500 Equal Weight Utilities ETF
RSPU
96 hedge funds and large institutions have $109M invested in Invesco S&P 500 Equal Weight Utilities ETF in 2024 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 27 increasing their positions, 41 reducing their positions, and 7 closing their positions.
71% more first-time investments, than exits
New positions opened: 12 | Existing positions closed: 7
5% more funds holding
Funds holding: 91 → 96 (+5)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
8.55% less ownership
Funds ownership: 52.21% → 43.65% (-8.6%)
23% less capital invested
Capital invested by funds: $142M → $109M (-$33.1M)
34% less repeat investments, than reductions
Existing positions increased: 27 | Existing positions reduced: 41
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$1.53M |
| 2 |
BFG
Berger Financial Group
Plymouth,
Minnesota
|
+$808K |
| 3 |
ACM
Alethea Capital Management
Mercer Island,
Washington
|
+$613K |
| 4 |
SIM
Studio Investment Management
Chicago,
Illinois
|
+$591K |
| 5 |
CA
Cetera Advisors
Denver,
Colorado
|
+$548K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$33M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$3.33M |
| 3 |
Stifel Financial
St. Louis,
Missouri
|
-$1.26M |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$1.26M |
| 5 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
-$690K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SL
101
Salomon & Ludwin
Richmond,
Virginia
| – | -$32.1K | -638 | Closed |
|
|
AC
102
AlphaCore Capital
La Jolla,
California
| – | -$327 | -6 | Closed |
|
103
Citigroup
New York
| – | -$55 | -1 | Closed |
|
RSPU Hedge Fund Activity: Q1 2024 in Review
96 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Equal Weight Utilities ETF (RSPU) for Q1 2024, worth a combined $109M — down 23% from $142M a quarter earlier.
Buyers outnumbered sellers: 12 funds opened new RSPU positions and 7 closed out — a net gain of 5 holders — while 27 added to existing stakes and 41 trimmed.
The largest buyer was LPL Financial, adding an estimated $1.53M. The largest seller was Morgan Stanley, cutting an estimated $33M.
- 96 institutional investors held Invesco S&P 500 Equal Weight Utilities ETF (RSPU) as of Q1 2024, up from 91 in Q4 2023.
- Funds reported $109M of Invesco S&P 500 Equal Weight Utilities ETF stock for Q1 2024, down 23% quarter-over-quarter.
- 12 funds opened new Invesco S&P 500 Equal Weight Utilities ETF positions in Q1 2024 and 7 closed out, a net change of +5 holders.
- The largest Invesco S&P 500 Equal Weight Utilities ETF buyer in Q1 2024 was LPL Financial, an estimated $1.53M added.
- The largest Invesco S&P 500 Equal Weight Utilities ETF seller in Q1 2024 was Morgan Stanley, an estimated $33M sold.
Based on aggregated 13F filings for Q1 2024.