Invesco S&P 500 Equal Weight Utilities ETF
RSPU
41 hedge funds and large institutions have $32.3M invested in Invesco S&P 500 Equal Weight Utilities ETF in 2017 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 15 increasing their positions, 14 reducing their positions, and 11 closing their positions.
7% more repeat investments, than reductions
Existing positions increased: 15 | Existing positions reduced: 14
11.68% less ownership
Funds ownership: 45.7% → 34.02% (-12%)
20% less funds holding
Funds holding: 51 → 41 (-10)
29% less capital invested
Capital invested by funds: $45.5M → $32.3M (-$13.3M)
82% less first-time investments, than exits
New positions opened: 2 | Existing positions closed: 11
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$1.25M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
+$780K |
| 3 |
VF
Virtu Financial
New York
|
+$675K |
| 4 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
+$673K |
| 5 |
PMG
ProVise Management Group
Clearwater,
Florida
|
+$223K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WSTAM
Wilbanks Smith & Thomas Asset Management
Norfolk,
Virginia
|
-$11.3M |
| 2 |
FI
FormulaFolio Investments
Grand Rapids,
Michigan
|
-$1.28M |
| 3 |
SI
Stephens Inc
Little Rock,
Arkansas
|
-$852K |
| 4 |
AA
Advisory Alpha
Holland,
Michigan
|
-$655K |
| 5 |
FA
FDx Advisors
Chicago,
Illinois
|
-$568K |
RSPU Hedge Fund Activity: Q3 2017 in Review
41 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Equal Weight Utilities ETF (RSPU) for Q3 2017, worth a combined $32.3M — down 29% from $45.5M a quarter earlier.
Sellers outnumbered buyers: 11 funds closed out of RSPU and 2 opened new positions — a net loss of 9 holders — while 14 trimmed existing stakes and 15 added.
The largest buyer was Susquehanna International Group, adding an estimated $1.25M. The largest seller was Wilbanks Smith & Thomas Asset Management, cutting an estimated $11.3M.
- 41 institutional investors held Invesco S&P 500 Equal Weight Utilities ETF (RSPU) as of Q3 2017, down from 51 in Q2 2017.
- Funds reported $32.3M of Invesco S&P 500 Equal Weight Utilities ETF stock for Q3 2017, down 29% quarter-over-quarter.
- 2 funds opened new Invesco S&P 500 Equal Weight Utilities ETF positions in Q3 2017 and 11 closed out, a net change of -9 holders.
- The largest Invesco S&P 500 Equal Weight Utilities ETF buyer in Q3 2017 was Susquehanna International Group, an estimated $1.25M added.
- The largest Invesco S&P 500 Equal Weight Utilities ETF seller in Q3 2017 was Wilbanks Smith & Thomas Asset Management, an estimated $11.3M sold.
Based on aggregated 13F filings for Q3 2017.