Invesco S&P 500 Equal Weight Utilities ETF
RSPU
99 hedge funds and large institutions have $159M invested in Invesco S&P 500 Equal Weight Utilities ETF in 2019 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 35 increasing their positions, 31 reducing their positions, and 7 closing their positions.
229% more first-time investments, than exits
New positions opened: 23 | Existing positions closed: 7
18% more funds holding
Funds holding: 84 → 99 (+15)
13% more repeat investments, than reductions
Existing positions increased: 35 | Existing positions reduced: 31
4.97% less ownership
Funds ownership: 87.08% → 82.11% (-5%)
9% less capital invested
Capital invested by funds: $174M → $159M (-$14.9M)
25% less funds holding in top 10
Funds holding in top 10: 4 → 3 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TCM
Tradewinds Capital Management
Bellingham,
Washington
|
+$8.55M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$5.55M |
| 3 |
IMC Chicago
Chicago,
Illinois
|
+$2.2M |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$1.86M |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$1.56M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SS
Simplicity Solutions
Minneapolis,
Minnesota
|
-$5.99M |
| 2 |
AWM
AE Wealth Management
Topeka,
Kansas
|
-$5.92M |
| 3 |
HGWM
Harvest Group Wealth Management
Waltham,
Massachusetts
|
-$5.42M |
| 4 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$5.35M |
| 5 |
Wells Fargo
San Francisco,
California
|
-$5.03M |
RSPU Hedge Fund Activity: Q4 2019 in Review
99 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Equal Weight Utilities ETF (RSPU) for Q4 2019, worth a combined $159M — down 8.6% from $174M a quarter earlier.
Buyers outnumbered sellers: 23 funds opened new RSPU positions and 7 closed out — a net gain of 16 holders — while 35 added to existing stakes and 31 trimmed.
The largest buyer was Tradewinds Capital Management, adding an estimated $8.55M. The largest seller was Simplicity Solutions, exiting entirely with an estimated $5.99M sold.
- 99 institutional investors held Invesco S&P 500 Equal Weight Utilities ETF (RSPU) as of Q4 2019, up from 84 in Q3 2019.
- Funds reported $159M of Invesco S&P 500 Equal Weight Utilities ETF stock for Q4 2019, down 8.6% quarter-over-quarter.
- 23 funds opened new Invesco S&P 500 Equal Weight Utilities ETF positions in Q4 2019 and 7 closed out, a net change of +16 holders.
- The largest Invesco S&P 500 Equal Weight Utilities ETF buyer in Q4 2019 was Tradewinds Capital Management, an estimated $8.55M added.
- The largest Invesco S&P 500 Equal Weight Utilities ETF seller in Q4 2019 was Simplicity Solutions, an estimated $5.99M sold.
Based on aggregated 13F filings for Q4 2019.