We are live on ! Find out more
RSPU icon

Invesco S&P 500 Equal Weight Utilities ETF

72 hedge funds and large institutions have $87.8M invested in Invesco S&P 500 Equal Weight Utilities ETF in 2021 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 25 increasing their positions, 20 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

65% more capital invested

Capital invested by funds: $53.2M → $87.8M (+$34.5M)

25% more repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 20

23.38% more ownership

Funds ownership: 52.5%75.88% (+23%)

0% more funds holding

Funds holding: 7272 (0)

0% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 8

Holders
72
Holders Change
Holders Change %
0%
% of All Funds
1.26%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
8
Increased
25
Reduced
20
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IMC Chicago
1
IMC Chicago
Illinois
$30.8M +$32.4M +600,000 New
MAP
2
Milestone Advisory Partners
North Carolina
$5.81M -$24.5K -454 -0.4%
Cambridge Investment Research Advisors
3
Cambridge Investment Research Advisors
Iowa
$5.14M +$107K +1,978 +2%
Morgan Stanley
4
Morgan Stanley
New York
$4.8M +$1.34M +24,866 +36%
UCFA
5
United Capital Financial Advisors
Texas
$3.1M +$86.9K +1,610 +3%
LPL Financial
6
LPL Financial
California
$2.58M +$148K +2,736 +6%
Osaic Holdings
7
Osaic Holdings
Arizona
$2.57M +$180K +3,334 +7%
LOIM
8
Liberty One Investment Management
Illinois
$2.33M +$9.28K +172 +0.4%
SAS
9
Stelac Advisory Services
New York
$2.08M
FF
10
Friedenthal Financial
New Jersey
$1.82M +$45.6K +844 +2%
CAL
11
Capital Analysts LLC
Pennsylvania
$1.65M +$12K +222 +0.7%
APA
12
American Portfolios Advisors
New York
$1.6M +$381K +7,056 +29%
HI
13
Harbour Investments
Wisconsin
$1.5M +$75.9K +1,406 +5%
SAM
14
SignalPoint Asset Management
Missouri
$1.39M -$10.5K -194 -0.7%
CAN
15
Cetera Advisor Networks
California
$1.38M +$8.96K +166 +0.6%
Bank of America
16
Bank of America
North Carolina
$1.37M -$9.61K -178 -0.7%
WSTAM
17
Wilbanks Smith & Thomas Asset Management
Virginia
$1.34M -$502K -9,302 -26%
GWM
18
Geneos Wealth Management
Colorado
$1.1M +$92.5K +1,714 +9%
RJFSA
19
Raymond James Financial Services Advisors
Florida
$971K -$25.2K -466 -2%
ACM
20
AlphaStar Capital Management
North Carolina
$936K +$45.2K +838 +5%
PSF
21
Pacific Sun Financial
California
$928K +$976K +18,084 New
JPLA
22
Joseph P. Lucia & Associates
New York
$909K -$64.2K -1,190 -6%
PCH
23
PGIM Custom Harvest
New Jersey
$867K +$909K +16,848 +3,992%
Commonwealth Equity Services
24
Commonwealth Equity Services
Massachusetts
$866K +$69.5K +1,288 +8%
UBS Group
25
UBS Group
Switzerland
$833K -$30.9K -572 -3%

RSPU Hedge Fund Activity: Q3 2021 in Review

72 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Equal Weight Utilities ETF (RSPU) for Q3 2021, worth a combined $87.8M — up 65% from $53.2M a quarter earlier.

Fund positioning in RSPU was balanced in Q3 2021: 8 funds opened new positions, 8 closed out, 25 added to existing stakes and 20 trimmed.

The largest buyer was IMC Chicago, opening a new position worth an estimated $32.4M. The largest seller was Wilbanks Smith & Thomas Asset Management, cutting an estimated $502K.

  • 72 institutional investors held Invesco S&P 500 Equal Weight Utilities ETF (RSPU) as of Q3 2021, unchanged from Q2 2021.
  • Funds reported $87.8M of Invesco S&P 500 Equal Weight Utilities ETF stock for Q3 2021, up 65% quarter-over-quarter.
  • 8 funds opened new Invesco S&P 500 Equal Weight Utilities ETF positions in Q3 2021 and 8 closed out, a net change of 0 holders.
  • The largest Invesco S&P 500 Equal Weight Utilities ETF buyer in Q3 2021 was IMC Chicago, an estimated $32.4M added.
  • The largest Invesco S&P 500 Equal Weight Utilities ETF seller in Q3 2021 was Wilbanks Smith & Thomas Asset Management, an estimated $502K sold.

Based on aggregated 13F filings for Q3 2021.