Invesco S&P 500 Equal Weight Utilities ETF
RSPU
93 hedge funds and large institutions have $143M invested in Invesco S&P 500 Equal Weight Utilities ETF in 2022 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 32 increasing their positions, 23 reducing their positions, and 7 closing their positions.
186% more first-time investments, than exits
New positions opened: 20 | Existing positions closed: 7
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
81% more capital invested
Capital invested by funds: $79.1M → $143M (+$63.9M)
39% more repeat investments, than reductions
Existing positions increased: 32 | Existing positions reduced: 23
26.51% more ownership
Funds ownership: 68.83% → 95.34% (+27%)
12% more funds holding
Funds holding: 83 → 93 (+10)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$18.5M |
| 2 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$7.15M |
| 3 |
LPL Financial
San Diego,
California
|
+$6M |
| 4 |
RAM
Riggs Asset Management
Dallas,
Pennsylvania
|
+$5.96M |
| 5 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$3.91M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SAM
Synergy Asset Management
Vancouver,
Washington
|
-$5.23M |
| 2 |
CL
COWA LLC
Tulsa,
Oklahoma
|
-$3.13M |
| 3 |
UCFA
United Capital Financial Advisors
Irving,
Texas
|
-$2.83M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.45M |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
-$529K |
RSPU Hedge Fund Activity: Q1 2022 in Review
93 of the 6,360 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Equal Weight Utilities ETF (RSPU) for Q1 2022, worth a combined $143M — up 81% from $79.1M a quarter earlier.
Buyers outnumbered sellers: 20 funds opened new RSPU positions and 7 closed out — a net gain of 13 holders — while 32 added to existing stakes and 23 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $18.5M. The largest seller was Synergy Asset Management, exiting entirely with an estimated $5.23M sold.
- 93 institutional investors held Invesco S&P 500 Equal Weight Utilities ETF (RSPU) as of Q1 2022, up from 83 in Q4 2021.
- Funds reported $143M of Invesco S&P 500 Equal Weight Utilities ETF stock for Q1 2022, up 81% quarter-over-quarter.
- 20 funds opened new Invesco S&P 500 Equal Weight Utilities ETF positions in Q1 2022 and 7 closed out, a net change of +13 holders.
- The largest Invesco S&P 500 Equal Weight Utilities ETF buyer in Q1 2022 was Morgan Stanley, an estimated $18.5M added.
- The largest Invesco S&P 500 Equal Weight Utilities ETF seller in Q1 2022 was Synergy Asset Management, an estimated $5.23M sold.
Based on aggregated 13F filings for Q1 2022.