Invesco S&P 500 Equal Weight Utilities ETF
RSPU
91 hedge funds and large institutions have $142M invested in Invesco S&P 500 Equal Weight Utilities ETF in 2023 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 24 increasing their positions, 37 reducing their positions, and 19 closing their positions.
1.31% more ownership
Funds ownership: 50.9% → 52.21% (+1.3%)
5% less capital invested
Capital invested by funds: $150M → $142M (-$7.98M)
8% less funds holding
Funds holding: 99 → 91 (-8)
32% less first-time investments, than exits
New positions opened: 13 | Existing positions closed: 19
35% less repeat investments, than reductions
Existing positions increased: 24 | Existing positions reduced: 37
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$19.2M |
| 2 |
Jane Street
New York
|
+$837K |
| 3 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
+$696K |
| 4 |
Comerica Bank
Dallas,
Texas
|
+$491K |
| 5 |
WAS
WESPAC Advisors SoCal
Pasadena,
California
|
+$454K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FAM
Flaharty Asset Management
Clearwater,
Florida
|
-$19.5M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
-$4.46M |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
-$2.01M |
| 4 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$1.86M |
| 5 |
HI
Harbour Investments
Madison,
Wisconsin
|
-$1.04M |
RSPU Hedge Fund Activity: Q4 2023 in Review
91 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Equal Weight Utilities ETF (RSPU) for Q4 2023, worth a combined $142M — down 5.3% from $150M a quarter earlier.
Sellers outnumbered buyers: 19 funds closed out of RSPU and 13 opened new positions — a net loss of 6 holders — while 37 trimmed existing stakes and 24 added.
The largest buyer was Morgan Stanley, adding an estimated $19.2M. The largest seller was Flaharty Asset Management, cutting an estimated $19.5M.
- 91 institutional investors held Invesco S&P 500 Equal Weight Utilities ETF (RSPU) as of Q4 2023, down from 99 in Q3 2023.
- Funds reported $142M of Invesco S&P 500 Equal Weight Utilities ETF stock for Q4 2023, down 5.3% quarter-over-quarter.
- 13 funds opened new Invesco S&P 500 Equal Weight Utilities ETF positions in Q4 2023 and 19 closed out, a net change of -6 holders.
- The largest Invesco S&P 500 Equal Weight Utilities ETF buyer in Q4 2023 was Morgan Stanley, an estimated $19.2M added.
- The largest Invesco S&P 500 Equal Weight Utilities ETF seller in Q4 2023 was Flaharty Asset Management, an estimated $19.5M sold.
Based on aggregated 13F filings for Q4 2023.