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Invesco S&P 500 Equal Weight ETF

668 hedge funds and large institutions have $5.72B invested in Invesco S&P 500 Equal Weight ETF in 2020 Q2 according to their latest regulatory filings, with 82 funds opening new positions, 147 increasing their positions, 332 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed

26% more capital invested

Capital invested by funds: $4.54B → $5.72B (+$1.18B)

15% more first-time investments, than exits

New positions opened: 82 | Existing positions closed: 71

1% more funds holding

Funds holding: 663668 (+5)

6% less funds holding in top 10

Funds holding in top 10: 4845 (-3)

15% less ownership

Funds ownership: 62%47% (-15%)

47% less call options, than puts

Call options by funds: $21.8M | Put options by funds: $41.2M

56% less repeat investments, than reductions

Existing positions increased: 147 | Existing positions reduced: 332

Holders
668
Holders Change
+5
Holders Change %
+0.75%
% of All Funds
13.7%
Holding in Top 10
45
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-6.25%
% of All Funds
0.92%
New
82
Increased
147
Reduced
332
Closed
71
Calls
$21.8M
Puts
$41.2M
Net Calls
-$19.4M
Net Calls Change
-$21M
Name Holding Trade Value Shares
Change
Change in
Stake
FNBOMD
226
First National Bank of Mount Dora
Florida
$1.95M
AFS
227
Access Financial Services
Minnesota
$1.94M +$1.84M +19,038 New
WAM
228
Wealthspire Advisors (Maryland)
Maryland
$1.93M -$203K -2,102 -10%
SWM
229
Stockman Wealth Management
Montana
$1.91M -$109K -1,129 -6%
ACP
230
Ashfield Capital Partners
California
$1.88M -$58.8K -610 -3%
AOWM
231
Alpha Omega Wealth Management
Virginia
$1.88M +$10.7K +111 +0.6%
DWT
232
Dorsey & Whitney Trust
South Dakota
$1.88M -$329K -3,415 -16%
Jane Street
233
Jane Street
New York
$1.87M -$636K -6,590 -26%
GW
234
GW & Wade
Massachusetts
$1.87M +$96 +1 +0%
Qube Research & Technologies (QRT)
235
Qube Research & Technologies (QRT)
United Kingdom
$1.83M +$1.61M +16,659 +1,244%
BW
236
Bison Wealth
Georgia
$1.83M -$107K -1,114 -6%
9WM
237
9258 Wealth Management
Ohio
$1.83M -$25.3K -262 -1%
DIA
238
Dana Investment Advisors
Wisconsin
$1.83M +$130K +1,346 +8%
SW
239
SVB Wealth
Massachusetts
$1.8M -$56K -581 -3%
BRWM
240
B. Riley Wealth Management
Tennessee
$1.78M +$605K +6,276 +56%
CWAG
241
Compton Wealth Advisory Group
Virginia
$1.78M +$348K +3,605 +26%
CAAS
242
Capital Asset Advisory Services
Michigan
$1.78M -$349K -3,621 -18%
CCA
243
Conservest Capital Advisors
Pennsylvania
$1.74M -$7.62K -79 -0.5%
IC
244
IEQ Capital
California
$1.7M -$36.9K -383 -2%
NFG
245
Next Financial Group
Texas
$1.68M -$256K -2,654 -14%
AIFAIM
246
American Institute for Advanced Investment Management
Arizona
$1.67M -$373K -3,865 -19%
3F
247
360 Financial
Minnesota
$1.63M -$119K -1,230 -7%
FMBTD
248
First Midwest Bank Trust Division
Illinois
$1.6M +$103K +1,070 +7%
US Bancorp
249
US Bancorp
Minnesota
$1.58M -$387K -4,013 -21%
AGA
250
Arkos Global Advisors
Texas
$1.58M -$1.24M -12,816 -45%

RSP Hedge Fund Activity: Q2 2020 in Review

668 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Equal Weight ETF (RSP) for Q2 2020, worth a combined $5.72B — up 26% from $4.54B a quarter earlier.

Buyers outnumbered sellers: 82 funds opened new RSP positions and 71 closed out — a net gain of 11 holders — while 147 added to existing stakes and 332 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $386M. The largest seller was Osaic Holdings, cutting an estimated $2.29B.

  • 668 institutional investors held Invesco S&P 500 Equal Weight ETF (RSP) as of Q2 2020, up from 663 in Q1 2020.
  • Funds reported $5.72B of Invesco S&P 500 Equal Weight ETF stock for Q2 2020, up 26% quarter-over-quarter.
  • 82 funds opened new Invesco S&P 500 Equal Weight ETF positions in Q2 2020 and 71 closed out, a net change of +11 holders.
  • The largest Invesco S&P 500 Equal Weight ETF buyer in Q2 2020 was JP Morgan Chase, an estimated $386M added.
  • The largest Invesco S&P 500 Equal Weight ETF seller in Q2 2020 was Osaic Holdings, an estimated $2.29B sold.

Based on aggregated 13F filings for Q2 2020.