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Invesco S&P 500 Equal Weight ETF

455 hedge funds and large institutions have $5.94B invested in Invesco S&P 500 Equal Weight ETF in 2017 Q3 according to their latest regulatory filings, with 41 funds opening new positions, 166 increasing their positions, 184 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

105% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 20

4% more funds holding

Funds holding: 438455 (+17)

4% more funds holding in top 10

Funds holding in top 10: 5557 (+2)

3% more capital invested

Capital invested by funds: $5.79B → $5.94B (+$147M)

2% more call options, than puts

Call options by funds: $6.3M | Put options by funds: $6.21M

0.27% more ownership

Funds ownership: 42.85%43.12% (+0.27%)

10% less repeat investments, than reductions

Existing positions increased: 166 | Existing positions reduced: 184

Holders
455
Holders Change
+17
Holders Change %
+3.88%
% of All Funds
11.34%
Holding in Top 10
57
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+3.64%
% of All Funds
1.42%
New
41
Increased
166
Reduced
184
Closed
20
Calls
$6.3M
Puts
$6.21M
Net Calls
+$94K
Net Calls Change
-$928K
Name Holding Trade Value Shares
Change
Change in
Stake
NWP
276
Northstar Wealth Partners
Connecticut
$784K -$10.9K -116 -1%
SG
277
StoneX Group
New York
$779K +$38.2K +408 +5%
DWM
278
Darwin Wealth Management
Florida
$766K -$3.81M -40,769 -84%
SIAS
279
Shine Investment Advisory Services
Colorado
$764K +$655 +7 +0.1%
WOC
280
West Oak Capital
California
$756K -$32.7K -350 -4%
SSB
281
Sandy Spring Bank
Maryland
$745K +$231K +2,470 +46%
MCM
282
Millie Capital Management
California
$744K -$13.1K -140 -2%
VFA
283
Valeo Financial Advisors
Indiana
$735K +$720K +7,692 New
CA
284
Cambridge Advisors
Nebraska
$731K
FAM
285
Foothills Asset Management
Arizona
$729K -$183K -1,960 -20%
KP
286
Keel Point
Alabama
$723K +$94 +1 +0%
KIA
287
KCM Investment Advisors
California
$719K
Barclays
288
Barclays
United Kingdom
$712K +$206K +2,200 +42%
BIAS
289
Beacon Investment Advisory Services
New Jersey
$711K +$349K +3,734 +101%
AIA
290
Allegis Investment Advisors
Idaho
$703K +$73.4K +784 +12%
PWS
291
Peloton Wealth Strategists
Indiana
$692K +$115K +1,229 +20%
ICRM
292
Insight Capital Research & Management
California
$682K -$10.3K -110 -2%
SCA
293
Sage Capital Advisors
South Dakota
$675K +$1.5K +16 +0.2%
GP
294
Girard Partners
Pennsylvania
$674K -$3.09K -33 -0.5%
GKWIM
295
Gerber Kawasaki Wealth & Investment Management
California
$672K -$72.2K -772 -10%
BIM
296
Baldwin Investment Management
Pennsylvania
$659K -$9.36K -100 -1%
SIC
297
Shoker Investment Counsel
Ohio
$642K +$2.06K +22 +0.3%
GWM
298
Greenwich Wealth Management
Connecticut
$632K +$27.8K +297 +5%
KA
299
Klingman & Associates
New York
$626K -$9.54K -102 -2%
WIC
300
Woodmont Investment Counsel
Tennessee
$622K +$610K +6,515 New

RSP Hedge Fund Activity: Q3 2017 in Review

455 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Equal Weight ETF (RSP) for Q3 2017, worth a combined $5.94B — up 2.5% from $5.79B a quarter earlier.

Buyers outnumbered sellers: 41 funds opened new RSP positions and 20 closed out — a net gain of 21 holders — while 166 added to existing stakes and 184 trimmed.

The largest buyer was Level Four Advisory Services, adding an estimated $24.2M. The largest seller was UBS Group, cutting an estimated $53.4M.

  • 455 institutional investors held Invesco S&P 500 Equal Weight ETF (RSP) as of Q3 2017, up from 438 in Q2 2017.
  • Funds reported $5.94B of Invesco S&P 500 Equal Weight ETF stock for Q3 2017, up 2.5% quarter-over-quarter.
  • 41 funds opened new Invesco S&P 500 Equal Weight ETF positions in Q3 2017 and 20 closed out, a net change of +21 holders.
  • The largest Invesco S&P 500 Equal Weight ETF buyer in Q3 2017 was Level Four Advisory Services, an estimated $24.2M added.
  • The largest Invesco S&P 500 Equal Weight ETF seller in Q3 2017 was UBS Group, an estimated $53.4M sold.

Based on aggregated 13F filings for Q3 2017.