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Invesco S&P 500 Equal Weight ETF

433 hedge funds and large institutions have $5.49B invested in Invesco S&P 500 Equal Weight ETF in 2017 Q1 according to their latest regulatory filings, with 55 funds opening new positions, 202 increasing their positions, 112 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

101% more call options, than puts

Call options by funds: $10.5M | Put options by funds: $5.21M

80% more repeat investments, than reductions

Existing positions increased: 202 | Existing positions reduced: 112

77% more first-time investments, than exits

New positions opened: 55 | Existing positions closed: 31

12% more capital invested

Capital invested by funds: $4.91B → $5.49B (+$575M)

6% more funds holding in top 10

Funds holding in top 10: 5255 (+3)

4% more funds holding

Funds holding: 415433 (+18)

0.69% more ownership

Funds ownership: 41.69%42.38% (+0.69%)

Holders
433
Holders Change
+18
Holders Change %
+4.34%
% of All Funds
10.78%
Holding in Top 10
55
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+5.77%
% of All Funds
1.37%
New
55
Increased
202
Reduced
112
Closed
31
Calls
$10.5M
Puts
$5.21M
Net Calls
+$5.26M
Net Calls Change
+$4.84M
Name Holding Trade Value Shares
Change
Change in
Stake
BIM
276
Baldwin Investment Management
Pennsylvania
$645K -$40.4K -450 -6%
GP
277
Girard Partners
Pennsylvania
$643K -$26.9K -300 -4%
PFS
278
Prospera Financial Services
Texas
$637K +$48.4K +539 +8%
FNBT
279
FineMark National Bank & Trust
Florida
$608K +$467K +5,205 +349%
SIC
280
Shoker Investment Counsel
Ohio
$606K +$897 +10 +0.2%
KA
281
Klingman & Associates
New York
$604K
NFG
282
Next Financial Group
Texas
$577K -$313K -3,489 -36%
WAS
283
WESPAC Advisors SoCal
California
$570K -$31.4K -350 -5%
SCM
284
Silver Capital Management
New York
$555K +$549K +6,120 New
GC
285
Gratus Capital
Georgia
$554K +$179 +2 +0%
FNBOO
286
First National Bank of Omaha
Nebraska
$542K -$31.8K -354 -6%
FFEC
287
First Financial Equity Corporation
Arizona
$538K +$532K +5,930 New
SSB
288
Sandy Spring Bank
Maryland
$534K
MFW
289
Mosaic Family Wealth
Missouri
$529K -$6.28K -70 -1%
BCP
290
Blue Chip Partners
Michigan
$522K +$449 +5 +0.1%
WI
291
Wintrust Investments
Illinois
$521K +$2.06K +23 +0.4%
RFC
292
Regions Financial Corp
Alabama
$518K +$95.4K +1,063 +23%
Manulife (Manufacturers Life Insurance)
293
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$508K +$54.6K +608 +12%
DDPIC
294
Deroy & Devereaux Private Investment Counsel
Michigan
$504K
GWM
295
Greenwich Wealth Management
Connecticut
$504K +$498K +5,553 New
IH
296
IFC Holdings
Florida
$494K +$490K +5,460 New
SDWMA
297
Schneider Downs Wealth Management Advisors
Pennsylvania
$490K +$485K +5,400 New
ASN
298
Advisory Services Network
Georgia
$483K +$478K +5,323 New
BAC
299
Boys Arnold & Co
North Carolina
$477K -$8.97K -100 -2%
SSW
300
Smith Shellnut Wilson
Mississippi
$455K -$263K -2,936 -37%

RSP Hedge Fund Activity: Q1 2017 in Review

433 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Equal Weight ETF (RSP) for Q1 2017, worth a combined $5.49B — up 12% from $4.91B a quarter earlier.

Buyers outnumbered sellers: 55 funds opened new RSP positions and 31 closed out — a net gain of 24 holders — while 202 added to existing stakes and 112 trimmed.

The largest buyer was MML Investors Services, opening a new position worth an estimated $68.3M. The largest seller was GAM Holding, exiting entirely with an estimated $64.1M sold.

  • 433 institutional investors held Invesco S&P 500 Equal Weight ETF (RSP) as of Q1 2017, up from 415 in Q4 2016.
  • Funds reported $5.49B of Invesco S&P 500 Equal Weight ETF stock for Q1 2017, up 12% quarter-over-quarter.
  • 55 funds opened new Invesco S&P 500 Equal Weight ETF positions in Q1 2017 and 31 closed out, a net change of +24 holders.
  • The largest Invesco S&P 500 Equal Weight ETF buyer in Q1 2017 was MML Investors Services, an estimated $68.3M added.
  • The largest Invesco S&P 500 Equal Weight ETF seller in Q1 2017 was GAM Holding, an estimated $64.1M sold.

Based on aggregated 13F filings for Q1 2017.