Invesco S&P 500 Equal Weight Utilities ETF
RSPU
76 hedge funds and large institutions have $87.8M invested in Invesco S&P 500 Equal Weight Utilities ETF in 2020 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 15 increasing their positions, 38 reducing their positions, and 14 closing their positions.
11% less funds holding
Funds holding: 85 → 76 (-9)
11.2% less ownership
Funds ownership: 82.65% → 71.45% (-11%)
28% less capital invested
Capital invested by funds: $122M → $87.8M (-$34M)
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
61% less repeat investments, than reductions
Existing positions increased: 15 | Existing positions reduced: 38
64% less first-time investments, than exits
New positions opened: 5 | Existing positions closed: 14
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$2.3M |
| 2 |
FHC
First Heartland Consultants
Lake St. Louis,
Missouri
|
+$1.37M |
| 3 |
IMC Chicago
Chicago,
Illinois
|
+$311K |
| 4 |
PD
Planning Directions
Glen Mills,
Pennsylvania
|
+$246K |
| 5 |
APA
American Portfolios Advisors
Holbrook,
New York
|
+$39.9K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TCM
Tradewinds Capital Management
Bellingham,
Washington
|
-$13.9M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$9.61M |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
-$5.25M |
| 4 |
FFN
Focus Financial Network
Minneapolis,
Minnesota
|
-$3.6M |
| 5 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$3.3M |
RSPU Hedge Fund Activity: Q2 2020 in Review
76 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Equal Weight Utilities ETF (RSPU) for Q2 2020, worth a combined $87.8M — down 28% from $122M a quarter earlier.
Sellers outnumbered buyers: 14 funds closed out of RSPU and 5 opened new positions — a net loss of 9 holders — while 38 trimmed existing stakes and 15 added.
The largest buyer was LPL Financial, adding an estimated $2.3M. The largest seller was Tradewinds Capital Management, cutting an estimated $13.9M.
- 76 institutional investors held Invesco S&P 500 Equal Weight Utilities ETF (RSPU) as of Q2 2020, down from 85 in Q1 2020.
- Funds reported $87.8M of Invesco S&P 500 Equal Weight Utilities ETF stock for Q2 2020, down 28% quarter-over-quarter.
- 5 funds opened new Invesco S&P 500 Equal Weight Utilities ETF positions in Q2 2020 and 14 closed out, a net change of -9 holders.
- The largest Invesco S&P 500 Equal Weight Utilities ETF buyer in Q2 2020 was LPL Financial, an estimated $2.3M added.
- The largest Invesco S&P 500 Equal Weight Utilities ETF seller in Q2 2020 was Tradewinds Capital Management, an estimated $13.9M sold.
Based on aggregated 13F filings for Q2 2020.