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Invesco S&P 500 Equal Weight ETF

438 hedge funds and large institutions have $5.79B invested in Invesco S&P 500 Equal Weight ETF in 2017 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 195 increasing their positions, 138 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 23

41% more repeat investments, than reductions

Existing positions increased: 195 | Existing positions reduced: 138

17% more call options, than puts

Call options by funds: $6.92M | Put options by funds: $5.9M

5% more capital invested

Capital invested by funds: $5.49B → $5.79B (+$302M)

1% more funds holding

Funds holding: 433438 (+5)

0.47% more ownership

Funds ownership: 42.38%42.85% (+0.47%)

0% more funds holding in top 10

Funds holding in top 10: 5555 (0)

Holders
438
Holders Change
+5
Holders Change %
+1.15%
% of All Funds
10.92%
Holding in Top 10
55
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
1.37%
New
33
Increased
195
Reduced
138
Closed
23
Calls
$6.92M
Puts
$5.9M
Net Calls
+$1.02M
Net Calls Change
-$4.24M
Name Holding Trade Value Shares
Change
Change in
Stake
DT
251
Diversified Trust
Tennessee
$934K +$550 +6 +0.1%
AWA
252
Arete Wealth Advisors
Illinois
$920K +$44.8K +489 +5%
FHB
253
First Hawaiian Bank
Hawaii
$913K
Northern Trust
254
Northern Trust
Illinois
$898K +$11.2K +122 +1%
FAM
255
Foothills Asset Management
Arizona
$889K -$234K -2,556 -21%
AWM
256
AllSquare Wealth Management
New York
$883K +$162K +1,771 +23%
IH
257
IFC Holdings
Florida
$869K +$362K +3,951 +72%
GBT
258
Grove Bank & Trust
Florida
$863K +$738K +8,047 +636%
NDSI
259
Newman Dignan & Sheerar Inc
Rhode Island
$850K -$37.6K -410 -4%
GT
260
Glenmede Trust
Pennsylvania
$849K
VC
261
Vicus Capital
Pennsylvania
$846K +$62.1K +677 +8%
GRP
262
Global Retirement Partners
California
$841K +$82K +894 +11%
GLA
263
Great Lakes Advisors
Illinois
$836K -$18.3K -200 -2%
MIM
264
Marco Investment Management
Georgia
$836K +$825 +9 +0.1%
BMC
265
Beaton Management Company
Massachusetts
$832K +$823K +8,975 New
Manulife (Manufacturers Life Insurance)
266
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$828K +$306K +3,338 +60%
FCMT
267
Founders Capital Management (Texas)
Texas
$819K -$5.41K -59 -0.7%
MWM
268
Meridian Wealth Management
Kentucky
$817K -$8.35K -91 -1%
CFB
269
Cullen/Frost Bankers
Texas
$812K +$546K +5,955 +212%
CWM
270
Concert Wealth Management
California
$801K -$2.57M -28,067 -76%
SI
271
SII Investments
Wisconsin
$798K -$194K -2,114 -20%
BSA
272
Braun Stacey Associates
New York
$790K +$3.21K +35 +0.4%
UB
273
UMB Bank
Missouri
$774K +$49.1K +535 +7%
WOC
274
West Oak Capital
California
$766K +$30.3K +330 +4%
NWP
275
Northstar Wealth Partners
Connecticut
$765K +$9.17K +100 +1%

RSP Hedge Fund Activity: Q2 2017 in Review

438 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Equal Weight ETF (RSP) for Q2 2017, worth a combined $5.79B — up 5.5% from $5.49B a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new RSP positions and 23 closed out — a net gain of 10 holders — while 195 added to existing stakes and 138 trimmed.

The largest buyer was LPL Financial, adding an estimated $186M. The largest seller was Wells Fargo, cutting an estimated $40.4M.

  • 438 institutional investors held Invesco S&P 500 Equal Weight ETF (RSP) as of Q2 2017, up from 433 in Q1 2017.
  • Funds reported $5.79B of Invesco S&P 500 Equal Weight ETF stock for Q2 2017, up 5.5% quarter-over-quarter.
  • 33 funds opened new Invesco S&P 500 Equal Weight ETF positions in Q2 2017 and 23 closed out, a net change of +10 holders.
  • The largest Invesco S&P 500 Equal Weight ETF buyer in Q2 2017 was LPL Financial, an estimated $186M added.
  • The largest Invesco S&P 500 Equal Weight ETF seller in Q2 2017 was Wells Fargo, an estimated $40.4M sold.

Based on aggregated 13F filings for Q2 2017.