Invesco S&P 500 Equal Weight Utilities ETF
RSPU
99 hedge funds and large institutions have $150M invested in Invesco S&P 500 Equal Weight Utilities ETF in 2023 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 25 increasing their positions, 38 reducing their positions, and 17 closing their positions.
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
4% less funds holding
Funds holding: 103 → 99 (-4)
17% less capital invested
Capital invested by funds: $180M → $150M (-$29.8M)
24% less first-time investments, than exits
New positions opened: 13 | Existing positions closed: 17
34% less repeat investments, than reductions
Existing positions increased: 25 | Existing positions reduced: 38
49.41% less ownership
Funds ownership: 100.31% → 50.9% (-49%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
DWM
Dakota Wealth Management
Palm Beach Gardens,
Florida
|
+$5.2M |
| 2 |
FAM
Flaharty Asset Management
Clearwater,
Florida
|
+$2.38M |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$1.84M |
| 4 |
ASN
Advisory Services Network
Atlanta,
Georgia
|
+$1.62M |
| 5 |
FTUS
Flow Traders U.S.
New York
|
+$852K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
-$4.76M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$3.31M |
| 3 |
Stifel Financial
St. Louis,
Missouri
|
-$3.21M |
| 4 |
CAN
Cetera Advisor Networks
El Segundo,
California
|
-$2.84M |
| 5 |
Morgan Stanley
New York
|
-$2.47M |
RSPU Hedge Fund Activity: Q3 2023 in Review
99 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Equal Weight Utilities ETF (RSPU) for Q3 2023, worth a combined $150M — down 17% from $180M a quarter earlier.
Sellers outnumbered buyers: 17 funds closed out of RSPU and 13 opened new positions — a net loss of 4 holders — while 38 trimmed existing stakes and 25 added.
The largest buyer was Dakota Wealth Management, opening a new position worth an estimated $5.2M. The largest seller was LPL Financial, cutting an estimated $4.76M.
- 99 institutional investors held Invesco S&P 500 Equal Weight Utilities ETF (RSPU) as of Q3 2023, down from 103 in Q2 2023.
- Funds reported $150M of Invesco S&P 500 Equal Weight Utilities ETF stock for Q3 2023, down 17% quarter-over-quarter.
- 13 funds opened new Invesco S&P 500 Equal Weight Utilities ETF positions in Q3 2023 and 17 closed out, a net change of -4 holders.
- The largest Invesco S&P 500 Equal Weight Utilities ETF buyer in Q3 2023 was Dakota Wealth Management, an estimated $5.2M added.
- The largest Invesco S&P 500 Equal Weight Utilities ETF seller in Q3 2023 was LPL Financial, an estimated $4.76M sold.
Based on aggregated 13F filings for Q3 2023.