Invesco S&P 500 Equal Weight Utilities ETF
RSPU
72 hedge funds and large institutions have $53.2M invested in Invesco S&P 500 Equal Weight Utilities ETF in 2021 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 21 increasing their positions, 20 reducing their positions, and 9 closing their positions.
44% more first-time investments, than exits
New positions opened: 13 | Existing positions closed: 9
17% more capital inflows, than outflows
Capital inflows: $5.96M | Capital outflows: $5.09M
3% more funds holding
Funds holding: 70 → 72 (+2)
5% more repeat investments, than reductions
Existing positions increased: 21 | Existing positions reduced: 20
0.08% more ownership
Funds ownership: 26.17% → 26.25% (+0.08%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wilbanks Smith & Thomas Asset Management
Norfolk,
Virginia
|
+$1.88M |
| 2 |
Cetera Advisor Networks
El Segundo,
California
|
+$928K |
| 3 |
Morgan Stanley
New York
|
+$537K |
| 4 |
Belpointe Asset Management
Reno,
Nevada
|
+$342K |
| 5 |
Friedenthal Financial
Marlton,
New Jersey
|
+$301K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
-$724K |
| 2 |
Milestone Advisory Partners
Southern Pines,
North Carolina
|
-$667K |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$637K |
| 4 |
JD Financial Services
Carlisle,
Pennsylvania
|
-$516K |
| 5 |
JPLA
Joseph P. Lucia & Associates
Yorktown Heights,
New York
|
-$491K |
RSPU Hedge Fund Activity: Q2 2021 in Review
72 of the 5,769 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Equal Weight Utilities ETF (RSPU) for Q2 2021, worth a combined $53.2M — up 0.23% from $53.1M a quarter earlier.
Buyers outnumbered sellers: 13 funds opened new RSPU positions and 9 closed out — a net gain of 4 holders — while 21 added to existing stakes and 20 trimmed.
The largest buyer was Wilbanks Smith & Thomas Asset Management, opening a new position worth an estimated $1.88M. The largest seller was Ameriprise, exiting entirely with an estimated $724K sold.
- 72 institutional investors held Invesco S&P 500 Equal Weight Utilities ETF (RSPU) as of Q2 2021, up from 70 in Q1 2021.
- Funds reported $53.2M of Invesco S&P 500 Equal Weight Utilities ETF stock for Q2 2021, up 0.23% quarter-over-quarter.
- 13 funds opened new Invesco S&P 500 Equal Weight Utilities ETF positions in Q2 2021 and 9 closed out, a net change of +4 holders.
- The largest Invesco S&P 500 Equal Weight Utilities ETF buyer in Q2 2021 was Wilbanks Smith & Thomas Asset Management, an estimated $1.88M added.
- The largest Invesco S&P 500 Equal Weight Utilities ETF seller in Q2 2021 was Ameriprise, an estimated $724K sold.
Based on aggregated 13F filings for Q2 2021.