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Invesco S&P 500 Equal Weight ETF

571 hedge funds and large institutions have $7.67B invested in Invesco S&P 500 Equal Weight ETF in 2018 Q3 according to their latest regulatory filings, with 54 funds opening new positions, 225 increasing their positions, 180 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

801% more call options, than puts

Call options by funds: $49.3M | Put options by funds: $5.47M

46% more first-time investments, than exits

New positions opened: 54 | Existing positions closed: 37

25% more repeat investments, than reductions

Existing positions increased: 225 | Existing positions reduced: 180

15% more capital invested

Capital invested by funds: $6.65B → $7.67B (+$1.02B)

6% more funds holding in top 10

Funds holding in top 10: 6973 (+4)

3% more funds holding

Funds holding: 556571 (+15)

1.39% more ownership

Funds ownership: 46.01%47.39% (+1.4%)

Holders
571
Holders Change
+15
Holders Change %
+2.7%
% of All Funds
13.05%
Holding in Top 10
73
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+5.8%
% of All Funds
1.67%
New
54
Increased
225
Reduced
180
Closed
37
Calls
$49.3M
Puts
$5.47M
Net Calls
+$43.8M
Net Calls Change
+$44.7M
Name Holding Trade Value Shares
Change
Change in
Stake
SG
276
StoneX Group
New York
$1.35M +$124K +1,171 +10%
FTIOP
277
Fiduciary Trust International of Pennsylvania
Pennsylvania
$1.34M +$2.07M +19,550 New
MIM
278
Marco Investment Management
Georgia
$1.33M +$83K +785 +7%
CFA
279
Cahill Financial Advisors
Minnesota
$1.31M +$3.06K +29 +0.2%
SC
280
Savant Capital
Illinois
$1.3M +$1.28M +12,130 New
GRP
281
Global Retirement Partners
California
$1.29M +$16.8K +159 +1%
RC
282
RegentAtlantic Capital
New Jersey
$1.28M +$1.27M +11,995 New
CCM
283
Colorado Capital Management
Colorado
$1.27M -$10.6K -100 -0.8%
CG
284
CFO4Life Group
Texas
$1.26M -$3.98M -37,690 -76%
Citadel Advisors
285
Citadel Advisors
Florida
$1.25M +$343K +3,246 +39%
SPI
286
Santori & Peters Inc
Pennsylvania
$1.24M -$159K -1,508 -12%
PWM
287
Perigon Wealth Management
California
$1.22M +$1.2M +11,397 New
TA
288
Tiedemann Advisors
New York
$1.22M +$4.86K +46 +0.4%
HK
289
Horizon Kinetics
New York
$1.2M -$77K -729 -6%
Susquehanna International Group
290
Susquehanna International Group
Pennsylvania
$1.19M -$2.34M -22,109 -67%
KWM
291
Kingsview Wealth Management
Oregon
$1.17M -$2.34M -22,136 -67%
BFEC
292
Benjamin F. Edwards & Company
Missouri
$1.17M +$280K +2,647 +32%
SPIA
293
Steward Partners Investment Advisory
New York
$1.16M -$2.6M -24,625 -69%
PC
294
Palo Capital
California
$1.14M
1832 Asset Management
295
1832 Asset Management
Ontario, Canada
$1.14M
AWM
296
AllSquare Wealth Management
New York
$1.14M -$18.6K -176 -2%
JSL
297
JT Stratford LLC
Georgia
$1.12M -$2.06M -19,463 -65%
BMC
298
Beaton Management Company
Massachusetts
$1.12M -$21.1K -200 -2%
AC
299
Alexandria Capital
Virginia
$1.1M -$122K -1,155 -10%
NWS
300
Newport Wealth Strategies
California
$1.1M -$29.9K -283 -2%

RSP Hedge Fund Activity: Q3 2018 in Review

571 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Equal Weight ETF (RSP) for Q3 2018, worth a combined $7.67B — up 15% from $6.65B a quarter earlier.

Buyers outnumbered sellers: 54 funds opened new RSP positions and 37 closed out — a net gain of 17 holders — while 225 added to existing stakes and 180 trimmed.

The largest buyer was Horizon Investments, opening a new position worth an estimated $246M. The largest seller was Varma Mutual Pension Insurance Co, cutting an estimated $195M.

  • 571 institutional investors held Invesco S&P 500 Equal Weight ETF (RSP) as of Q3 2018, up from 556 in Q2 2018.
  • Funds reported $7.67B of Invesco S&P 500 Equal Weight ETF stock for Q3 2018, up 15% quarter-over-quarter.
  • 54 funds opened new Invesco S&P 500 Equal Weight ETF positions in Q3 2018 and 37 closed out, a net change of +17 holders.
  • The largest Invesco S&P 500 Equal Weight ETF buyer in Q3 2018 was Horizon Investments, an estimated $246M added.
  • The largest Invesco S&P 500 Equal Weight ETF seller in Q3 2018 was Varma Mutual Pension Insurance Co, an estimated $195M sold.

Based on aggregated 13F filings for Q3 2018.