Invesco S&P 500 Equal Weight Utilities ETF
RSPU
110 hedge funds and large institutions have $233M invested in Invesco S&P 500 Equal Weight Utilities ETF in 2022 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 34 increasing their positions, 48 reducing their positions, and 13 closing their positions.
6% more capital invested
Capital invested by funds: $219M → $233M (+$13.6M)
5.04% more ownership
Funds ownership: 105.96% → 111% (+5%)
8% more first-time investments, than exits
New positions opened: 14 | Existing positions closed: 13
0% more funds holding
Funds holding: 110 → 110 (0)
20% less funds holding in top 10
Funds holding in top 10: 5 → 4 (-1)
29% less repeat investments, than reductions
Existing positions increased: 34 | Existing positions reduced: 48
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$3.1M |
| 2 |
Wells Fargo
San Francisco,
California
|
+$2.9M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$2.62M |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
+$2.55M |
| 5 |
CA
Calton & Associates
Tampa,
Florida
|
+$1.55M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WAM
Worth Asset Management
Dallas,
Texas
|
-$5.19M |
| 2 |
National Bank of Canada
Montreal,
Quebec, Canada
|
-$3.61M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$2.73M |
| 4 |
CI
CX Institutional
Auburn,
Indiana
|
-$1.56M |
| 5 |
DWA
Delos Wealth Advisors
Dallas,
Texas
|
-$1.37M |
RSPU Hedge Fund Activity: Q4 2022 in Review
110 of the 6,237 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Equal Weight Utilities ETF (RSPU) for Q4 2022, worth a combined $233M — up 6.2% from $219M a quarter earlier.
Buyers outnumbered sellers: 14 funds opened new RSPU positions and 13 closed out — a net gain of 1 holder — while 34 added to existing stakes and 48 trimmed.
The largest buyer was Raymond James Financial Services Advisors, adding an estimated $3.1M. The largest seller was Worth Asset Management, cutting an estimated $5.19M.
- 110 institutional investors held Invesco S&P 500 Equal Weight Utilities ETF (RSPU) as of Q4 2022, unchanged from Q3 2022.
- Funds reported $233M of Invesco S&P 500 Equal Weight Utilities ETF stock for Q4 2022, up 6.2% quarter-over-quarter.
- 14 funds opened new Invesco S&P 500 Equal Weight Utilities ETF positions in Q4 2022 and 13 closed out, a net change of +1 holder.
- The largest Invesco S&P 500 Equal Weight Utilities ETF buyer in Q4 2022 was Raymond James Financial Services Advisors, an estimated $3.1M added.
- The largest Invesco S&P 500 Equal Weight Utilities ETF seller in Q4 2022 was Worth Asset Management, an estimated $5.19M sold.
Based on aggregated 13F filings for Q4 2022.