Invesco S&P 500 Equal Weight Utilities ETF
RSPU
24 hedge funds and large institutions have $14M invested in Invesco S&P 500 Equal Weight Utilities ETF in 2014 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 7 increasing their positions, 11 reducing their positions, and 0 closing their positions.
9% more funds holding
Funds holding: 22 → 24 (+2)
5% more capital invested
Capital invested by funds: $13.4M → $14M (+$640K)
7.52% less ownership
Funds ownership: 52.75% → 45.23% (-7.5%)
36% less repeat investments, than reductions
Existing positions increased: 7 | Existing positions reduced: 11
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PMG
ProVise Management Group
Clearwater,
Florida
|
+$2M |
| 2 |
BUB
BBVA USA Bancshares
Houston,
Texas
|
+$503K |
| 3 |
Morgan Stanley
New York
|
+$122K |
| 4 |
BRWA
B. Riley Wealth Advisors
Boca Raton,
Florida
|
+$56.4K |
| 5 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
+$38K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.91M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$632K |
| 3 |
CTC
Central Trust Company
Jefferson City,
Missouri
|
-$351K |
| 4 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$128K |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
-$113K |
RSPU Hedge Fund Activity: Q1 2014 in Review
24 of the 3,475 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Equal Weight Utilities ETF (RSPU) for Q1 2014, worth a combined $14M — up 4.8% from $13.4M a quarter earlier.
Buyers outnumbered sellers: 2 funds opened new RSPU positions and 0 closed out — a net gain of 2 holders — while 7 added to existing stakes and 11 trimmed.
The largest buyer was ProVise Management Group, opening a new position worth an estimated $2M. The largest seller was Susquehanna International Group, cutting an estimated $1.91M.
- 24 institutional investors held Invesco S&P 500 Equal Weight Utilities ETF (RSPU) as of Q1 2014, up from 22 in Q4 2013.
- Funds reported $14M of Invesco S&P 500 Equal Weight Utilities ETF stock for Q1 2014, up 4.8% quarter-over-quarter.
- 2 funds opened new Invesco S&P 500 Equal Weight Utilities ETF positions in Q1 2014 and 0 closed out, a net change of +2 holders.
- The largest Invesco S&P 500 Equal Weight Utilities ETF buyer in Q1 2014 was ProVise Management Group, an estimated $2M added.
- The largest Invesco S&P 500 Equal Weight Utilities ETF seller in Q1 2014 was Susquehanna International Group, an estimated $1.91M sold.
Based on aggregated 13F filings for Q1 2014.