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Invesco S&P 500 Equal Weight ETF

571 hedge funds and large institutions have $7.67B invested in Invesco S&P 500 Equal Weight ETF in 2018 Q3 according to their latest regulatory filings, with 54 funds opening new positions, 225 increasing their positions, 180 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

801% more call options, than puts

Call options by funds: $49.3M | Put options by funds: $5.47M

46% more first-time investments, than exits

New positions opened: 54 | Existing positions closed: 37

25% more repeat investments, than reductions

Existing positions increased: 225 | Existing positions reduced: 180

15% more capital invested

Capital invested by funds: $6.65B → $7.67B (+$1.02B)

6% more funds holding in top 10

Funds holding in top 10: 6973 (+4)

3% more funds holding

Funds holding: 556571 (+15)

1.39% more ownership

Funds ownership: 46.01%47.39% (+1.4%)

Holders
571
Holders Change
+15
Holders Change %
+2.7%
% of All Funds
13.05%
Holding in Top 10
73
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+5.8%
% of All Funds
1.67%
New
54
Increased
225
Reduced
180
Closed
37
Calls
$49.3M
Puts
$5.47M
Net Calls
+$43.8M
Net Calls Change
+$44.7M
Name Holding Trade Value Shares
Change
Change in
Stake
JFA
226
JNBA Financial Advisors
Minnesota
$2.03M +$2.01M +19,025 New
AWA
227
Acorn Wealth Advisors
Michigan
$2.03M -$43.4K -411 -2%
BJ
228
Brouwer & Janachowski
California
$2.02M +$84.5K +800 +4%
WLIM
229
White Lighthouse Investment Management
Massachusetts
$2M -$317K -3,000 -14%
PCIA
230
Prime Capital Investment Advisors
Kansas
$1.98M +$1M +9,464 +104%
BMCM
231
Bryn Mawr Capital Management
Pennsylvania
$1.97M -$32.5K -308 -2%
CA
232
Clearstead Advisors
Ohio
$1.97M +$1.37M +12,970 +238%
TF
233
TIAA FSB
Florida
$1.96M +$82.5K +781 +4%
BRWA
234
B. Riley Wealth Advisors
Florida
$1.94M +$26.2K +248 +1%
PWM
235
Paulson Wealth Management
Illinois
$1.93M -$35.2K -333 -2%
CHA
236
Carmichael Hill & Associates
Maryland
$1.93M +$75.1K +711 +4%
KTC
237
Kistler-Tiffany Companies
Pennsylvania
$1.88M -$3.91K -37 -0.2%
PFS
238
Prospera Financial Services
Texas
$1.87M -$654K -6,186 -26%
KeyBank National Association
239
KeyBank National Association
Ohio
$1.86M +$23.8K +225 +1%
GW
240
GW & Wade
Massachusetts
$1.81M
BF
241
BOK Financial
Oklahoma
$1.75M -$22.2K -210 -1%
HFM
242
Hartford Financial Management
Connecticut
$1.73M +$17.8K +168 +1%
WI
243
Wintrust Investments
Illinois
$1.7M +$130K +1,231 +8%
NCM
244
Nelson Capital Management
California
$1.68M -$20.5M -193,826 -93%
Brown Advisory
245
Brown Advisory
Maryland
$1.68M -$273K -2,584 -14%
GT
246
Greenleaf Trust
Michigan
$1.66M
RMDI
247
R.M. Davis Inc
Maine
$1.65M
LBC
248
Lowe Brockenbrough & Co
Virginia
$1.64M +$814K +7,705 +101%
CFB
249
Cullen/Frost Bankers
Texas
$1.63M -$12.6K -119 -0.8%
MC
250
Moors & Cabot
Massachusetts
$1.62M +$121K +1,147 +8%

RSP Hedge Fund Activity: Q3 2018 in Review

571 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Equal Weight ETF (RSP) for Q3 2018, worth a combined $7.67B — up 15% from $6.65B a quarter earlier.

Buyers outnumbered sellers: 54 funds opened new RSP positions and 37 closed out — a net gain of 17 holders — while 225 added to existing stakes and 180 trimmed.

The largest buyer was Horizon Investments, opening a new position worth an estimated $246M. The largest seller was Varma Mutual Pension Insurance Co, cutting an estimated $195M.

  • 571 institutional investors held Invesco S&P 500 Equal Weight ETF (RSP) as of Q3 2018, up from 556 in Q2 2018.
  • Funds reported $7.67B of Invesco S&P 500 Equal Weight ETF stock for Q3 2018, up 15% quarter-over-quarter.
  • 54 funds opened new Invesco S&P 500 Equal Weight ETF positions in Q3 2018 and 37 closed out, a net change of +17 holders.
  • The largest Invesco S&P 500 Equal Weight ETF buyer in Q3 2018 was Horizon Investments, an estimated $246M added.
  • The largest Invesco S&P 500 Equal Weight ETF seller in Q3 2018 was Varma Mutual Pension Insurance Co, an estimated $195M sold.

Based on aggregated 13F filings for Q3 2018.