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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
LWA
251
LWS Wealth Advisors
New Jersey
$1.58M +$273K +2,834 +22%
RIM
252
Rockbridge Investment Management
New York
$1.56M +$1.48M +15,367 New
I
253
IberiaBank
Louisiana
$1.56M -$396K -4,110 -21%
PAM
254
Peak Asset Management
Colorado
$1.56M -$245K -2,539 -14%
DI
255
DFPG Investments
Utah
$1.55M -$69.3K -719 -4%
WP
256
WealthShield Partners
North Carolina
$1.54M -$210K -2,176 -13%
BJ
257
Brouwer & Janachowski
California
$1.54M -$41.5K -430 -3%
PFPT
258
Pinnacle Financial Partners (Tennessee)
Tennessee
$1.53M -$289K -3,000 -17%
GT
259
Greenleaf Trust
Michigan
$1.53M -$71.9K -746 -5%
M&T Bank
260
M&T Bank
New York
$1.5M -$476K -4,934 -25%
BF
261
BOK Financial
Oklahoma
$1.5M -$195K -2,018 -12%
GVAG
262
Great Valley Advisor Group
Delaware
$1.48M +$61.4K +637 +5%
Millennium Management
263
Millennium Management
New York
$1.48M +$1.4M +14,553 New
SWA
264
SFMG Wealth Advisors
Texas
$1.48M +$1.4M +14,504 New
AWE
265
Avidian Wealth Enterprises
Texas
$1.47M -$74.5K -773 -5%
BMM
266
Buffington Mohr McNeal
Idaho
$1.47M +$102K +1,053 +8%
ASN
267
Advisory Services Network
Georgia
$1.46M -$341K -3,533 -20%
IWM
268
IHT Wealth Management
Illinois
$1.45M -$248K -2,574 -15%
TI
269
Trexquant Investment
Connecticut
$1.45M -$2.81M -29,150 -67%
SAS
270
Stelac Advisory Services
New York
$1.42M -$96.4K -1,000 -7%
HWA
271
Heritage Wealth Advisors
Virginia
$1.41M -$49.9M -517,891 -97%
APWA
272
Atlas Private Wealth Advisors
New Jersey
$1.37M +$1.3M +13,478 New
SAM
273
Seelaus Asset Management
New Jersey
$1.36M -$88.7K -920 -6%
EH
274
Equitable Holdings
New York
$1.35M -$195K -2,025 -13%
CFA
275
Cahill Financial Advisors
Minnesota
$1.34M -$39.4K -409 -3%

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.