Invesco S&P 500 Equal Weight Utilities ETF
RSPU
84 hedge funds and large institutions have $174M invested in Invesco S&P 500 Equal Weight Utilities ETF in 2019 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 44 increasing their positions, 19 reducing their positions, and 13 closing their positions.
132% more repeat investments, than reductions
Existing positions increased: 44 | Existing positions reduced: 19
9% more capital invested
Capital invested by funds: $160M → $174M (+$14.4M)
0% more funds holding in top 10
Funds holding in top 10: 4 → 4 (0)
2.71% less ownership
Funds ownership: 89.8% → 87.08% (-2.7%)
5% less funds holding
Funds holding: 88 → 84 (-4)
31% less first-time investments, than exits
New positions opened: 9 | Existing positions closed: 13
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
+$3.2M |
| 2 |
MAP
Milestone Advisory Partners
Southern Pines,
North Carolina
|
+$2.51M |
| 3 |
NCM
Niemann Capital Management
Stateline,
Nevada
|
+$2.17M |
| 4 |
Citadel Advisors
Miami,
Florida
|
+$1.73M |
| 5 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$1.66M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TCM
Tradewinds Capital Management
Bellingham,
Washington
|
-$17M |
| 2 |
Goldman Sachs
New York
|
-$1.43M |
| 3 |
FI
FormulaFolio Investments
Grand Rapids,
Michigan
|
-$1.03M |
| 4 |
WSTAM
Wilbanks Smith & Thomas Asset Management
Norfolk,
Virginia
|
-$641K |
| 5 |
HGWM
Harvest Group Wealth Management
Waltham,
Massachusetts
|
-$396K |
RSPU Hedge Fund Activity: Q3 2019 in Review
84 of the 4,574 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Equal Weight Utilities ETF (RSPU) for Q3 2019, worth a combined $174M — up 9% from $160M a quarter earlier.
Sellers outnumbered buyers: 13 funds closed out of RSPU and 9 opened new positions — a net loss of 4 holders — while 19 trimmed existing stakes and 44 added.
The largest buyer was CAPTRUST Financial Advisors, opening a new position worth an estimated $3.2M. The largest seller was Tradewinds Capital Management, cutting an estimated $17M.
- 84 institutional investors held Invesco S&P 500 Equal Weight Utilities ETF (RSPU) as of Q3 2019, down from 88 in Q2 2019.
- Funds reported $174M of Invesco S&P 500 Equal Weight Utilities ETF stock for Q3 2019, up 9% quarter-over-quarter.
- 9 funds opened new Invesco S&P 500 Equal Weight Utilities ETF positions in Q3 2019 and 13 closed out, a net change of -4 holders.
- The largest Invesco S&P 500 Equal Weight Utilities ETF buyer in Q3 2019 was CAPTRUST Financial Advisors, an estimated $3.2M added.
- The largest Invesco S&P 500 Equal Weight Utilities ETF seller in Q3 2019 was Tradewinds Capital Management, an estimated $17M sold.
Based on aggregated 13F filings for Q3 2019.