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Invesco S&P 500 Equal Weight ETF

656 hedge funds and large institutions have $7.56B invested in Invesco S&P 500 Equal Weight ETF in 2019 Q2 according to their latest regulatory filings, with 56 funds opening new positions, 236 increasing their positions, 234 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

554% more call options, than puts

Call options by funds: $10.2M | Put options by funds: $1.56M

40% more first-time investments, than exits

New positions opened: 56 | Existing positions closed: 40

1% more funds holding

Funds holding: 647656 (+9)

3% more capital invested

Capital invested by funds: $7.35B → $7.56B (+$202M)

1% more repeat investments, than reductions

Existing positions increased: 236 | Existing positions reduced: 234

0.35% less ownership

Funds ownership: 47.37%47.02% (-0.35%)

8% less funds holding in top 10

Funds holding in top 10: 8679 (-7)

Holders
656
Holders Change
+9
Holders Change %
+1.39%
% of All Funds
14.25%
Holding in Top 10
79
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-8.14%
% of All Funds
1.72%
New
56
Increased
236
Reduced
234
Closed
40
Calls
$10.2M
Puts
$1.56M
Net Calls
+$8.64M
Net Calls Change
-$3.92M
Name Holding Trade Value Shares
Change
Change in
Stake
BFEC
226
Benjamin F. Edwards & Company
Missouri
$2.33M -$435K -4,108 -16%
WAM
227
Wealthspire Advisors (Maryland)
Maryland
$2.32M +$435K +4,111 +24%
MA
228
MUFG Americas
New York
$2.31M -$19K -179 -0.8%
US Bancorp
229
US Bancorp
Minnesota
$2.31M -$148K -1,397 -6%
BAM
230
Bruderman Asset Management
New York
$2.29M +$318 +3 +0%
BW
231
Bison Wealth
Georgia
$2.26M -$27.1K -256 -1%
CAAS
232
Capital Asset Advisory Services
Michigan
$2.25M +$2.21M +20,841 New
EF
233
Empirical Finance
Pennsylvania
$2.21M -$5.51K -52 -0.3%
SC
234
Scotia Capital
Ontario, Canada
$2.19M -$1.27M -12,008 -37%
CCA
235
Conservest Capital Advisors
Pennsylvania
$2.17M -$61.8K -584 -3%
HPC
236
HM Payson & Co
Maine
$2.17M
APC
237
Aspire Private Capital
North Carolina
$2.16M -$785K -7,413 -27%
KeyBank National Association
238
KeyBank National Association
Ohio
$2.15M
PFA
239
Pinnacle Family Advisors
Missouri
$2.15M +$219K +2,069 +12%
AF
240
Advisornet Financial
Minnesota
$2.13M -$509K -4,806 -20%
Lido Advisors
241
Lido Advisors
California
$2.06M +$626K +5,912 +45%
M&T Bank
242
M&T Bank
New York
$2.04M -$115K -1,088 -5%
CA
243
Clearstead Advisors
Ohio
$2.02M
AOWM
244
Alpha Omega Wealth Management
Virginia
$2.02M -$7.94K -75 -0.4%
VCM
245
Virtue Capital Management
Tennessee
$2M -$6.28M -59,297 -76%
CHA
246
Carmichael Hill & Associates
Maryland
$1.99M +$37.9K +358 +2%
MSWM
247
Mader & Shannon Wealth Management
Missouri
$1.97M +$1.94M +18,290 New
JIP
248
Jaffetilchin Investment Partners
Florida
$1.97M +$1.93M +18,272 New
AFP
249
Ausdal Financial Partners
Iowa
$1.97M +$139K +1,315 +8%
SW
250
SVB Wealth
Massachusetts
$1.97M +$1.93M +18,227 New

RSP Hedge Fund Activity: Q2 2019 in Review

656 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Equal Weight ETF (RSP) for Q2 2019, worth a combined $7.56B — up 2.7% from $7.35B a quarter earlier.

Buyers outnumbered sellers: 56 funds opened new RSP positions and 40 closed out — a net gain of 16 holders — while 236 added to existing stakes and 234 trimmed.

The largest buyer was BB&T Securities, adding an estimated $43M. The largest seller was Horizon Investments, cutting an estimated $47.6M.

  • 656 institutional investors held Invesco S&P 500 Equal Weight ETF (RSP) as of Q2 2019, up from 647 in Q1 2019.
  • Funds reported $7.56B of Invesco S&P 500 Equal Weight ETF stock for Q2 2019, up 2.7% quarter-over-quarter.
  • 56 funds opened new Invesco S&P 500 Equal Weight ETF positions in Q2 2019 and 40 closed out, a net change of +16 holders.
  • The largest Invesco S&P 500 Equal Weight ETF buyer in Q2 2019 was BB&T Securities, an estimated $43M added.
  • The largest Invesco S&P 500 Equal Weight ETF seller in Q2 2019 was Horizon Investments, an estimated $47.6M sold.

Based on aggregated 13F filings for Q2 2019.