Invesco S&P 500 Equal Weight Utilities ETF
RSPU
88 hedge funds and large institutions have $160M invested in Invesco S&P 500 Equal Weight Utilities ETF in 2019 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 35 increasing their positions, 20 reducing their positions, and 7 closing their positions.
129% more first-time investments, than exits
New positions opened: 16 | Existing positions closed: 7
75% more repeat investments, than reductions
Existing positions increased: 35 | Existing positions reduced: 20
20% more capital invested
Capital invested by funds: $133M → $160M (+$26.7M)
11.23% more ownership
Funds ownership: 78.57% → 89.8% (+11%)
9% more funds holding
Funds holding: 81 → 88 (+7)
0% more funds holding in top 10
Funds holding in top 10: 4 → 4 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TCM
Tradewinds Capital Management
Bellingham,
Washington
|
+$7.83M |
| 2 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$5.52M |
| 3 |
SS
Simplicity Solutions
Minneapolis,
Minnesota
|
+$5.14M |
| 4 |
WSTAM
Wilbanks Smith & Thomas Asset Management
Norfolk,
Virginia
|
+$4.39M |
| 5 |
AG
Advisor Group
Phoenix,
Arizona
|
+$2.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AI
Atria Investments
Charlotte,
North Carolina
|
-$6.13M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$2.29M |
| 3 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$2M |
| 4 |
HGWM
Harvest Group Wealth Management
Waltham,
Massachusetts
|
-$1.87M |
| 5 |
Morgan Stanley
New York
|
-$1.07M |
RSPU Hedge Fund Activity: Q2 2019 in Review
88 of the 4,625 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Equal Weight Utilities ETF (RSPU) for Q2 2019, worth a combined $160M — up 20% from $133M a quarter earlier.
Buyers outnumbered sellers: 16 funds opened new RSPU positions and 7 closed out — a net gain of 9 holders — while 35 added to existing stakes and 20 trimmed.
The largest buyer was Tradewinds Capital Management, adding an estimated $7.83M. The largest seller was Atria Investments, cutting an estimated $6.13M.
- 88 institutional investors held Invesco S&P 500 Equal Weight Utilities ETF (RSPU) as of Q2 2019, up from 81 in Q1 2019.
- Funds reported $160M of Invesco S&P 500 Equal Weight Utilities ETF stock for Q2 2019, up 20% quarter-over-quarter.
- 16 funds opened new Invesco S&P 500 Equal Weight Utilities ETF positions in Q2 2019 and 7 closed out, a net change of +9 holders.
- The largest Invesco S&P 500 Equal Weight Utilities ETF buyer in Q2 2019 was Tradewinds Capital Management, an estimated $7.83M added.
- The largest Invesco S&P 500 Equal Weight Utilities ETF seller in Q2 2019 was Atria Investments, an estimated $6.13M sold.
Based on aggregated 13F filings for Q2 2019.