Invesco S&P 500 Equal Weight Utilities ETF
RSPU
49 hedge funds and large institutions have $95.6M invested in Invesco S&P 500 Equal Weight Utilities ETF in 2016 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 12 increasing their positions, 8 reducing their positions, and 4 closing their positions.
400% more first-time investments, than exits
New positions opened: 20 | Existing positions closed: 4
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
70% more capital invested
Capital invested by funds: $56.3M → $95.6M (+$39.4M)
50% more repeat investments, than reductions
Existing positions increased: 12 | Existing positions reduced: 8
48% more funds holding
Funds holding: 33 → 49 (+16)
14.03% more ownership
Funds ownership: 53.14% → 67.17% (+14%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WSTAM
Wilbanks Smith & Thomas Asset Management
Norfolk,
Virginia
|
+$23.2M |
| 2 |
Goldman Sachs
New York
|
+$14.2M |
| 3 |
NCM
Niemann Capital Management
Stateline,
Nevada
|
+$6.49M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
+$6.23M |
| 5 |
UCFA
United Capital Financial Advisors
Irving,
Texas
|
+$5.09M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HFA
High Falls Advisors
Rochester,
New York
|
-$23.1M |
| 2 |
LPL Financial
San Diego,
California
|
-$4.94M |
| 3 |
Morgan Stanley
New York
|
-$2.23M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$1.06M |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$666K |
RSPU Hedge Fund Activity: Q2 2016 in Review
49 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Equal Weight Utilities ETF (RSPU) for Q2 2016, worth a combined $95.6M — up 70% from $56.3M a quarter earlier.
Buyers outnumbered sellers: 20 funds opened new RSPU positions and 4 closed out — a net gain of 16 holders — while 12 added to existing stakes and 8 trimmed.
The largest buyer was Wilbanks Smith & Thomas Asset Management, adding an estimated $23.2M. The largest seller was High Falls Advisors, exiting entirely with an estimated $23.1M sold.
- 49 institutional investors held Invesco S&P 500 Equal Weight Utilities ETF (RSPU) as of Q2 2016, up from 33 in Q1 2016.
- Funds reported $95.6M of Invesco S&P 500 Equal Weight Utilities ETF stock for Q2 2016, up 70% quarter-over-quarter.
- 20 funds opened new Invesco S&P 500 Equal Weight Utilities ETF positions in Q2 2016 and 4 closed out, a net change of +16 holders.
- The largest Invesco S&P 500 Equal Weight Utilities ETF buyer in Q2 2016 was Wilbanks Smith & Thomas Asset Management, an estimated $23.2M added.
- The largest Invesco S&P 500 Equal Weight Utilities ETF seller in Q2 2016 was High Falls Advisors, an estimated $23.1M sold.
Based on aggregated 13F filings for Q2 2016.