Invesco S&P 500 Equal Weight ETF
343 hedge funds and large institutions have $4.71B invested in Invesco S&P 500 Equal Weight ETF in 2015 Q1 according to their latest regulatory filings, with 42 funds opening new positions, 154 increasing their positions, 91 reducing their positions, and 24 closing their positions.
75% more first-time investments, than exits
New positions opened: 42 | Existing positions closed: 24
69% more repeat investments, than reductions
Existing positions increased: 154 | Existing positions reduced: 91
65% more call options, than puts
Call options by funds: $1.61M | Put options by funds: $981K
8% more capital invested
Capital invested by funds: $4.36B → $4.71B (+$350M)
4% more funds holding
Funds holding: 331 → 343 (+12)
1.04% less ownership
Funds ownership: 42.64% → 41.61% (-1%)
4% less funds holding in top 10
Funds holding in top 10: 52 → 50 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$256M |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$38.5M |
| 3 |
CPO
Cerity Partners OCIO
New York
|
+$19.1M |
| 4 |
JIP
Jaffetilchin Investment Partners
Tampa,
Florida
|
+$18.4M |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
+$18M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$67.1M |
| 2 |
SMM
Stadion Money Management
Watkinsville,
Georgia
|
-$54.1M |
| 3 |
GC
Guggenheim Capital
Chicago,
Illinois
|
-$20.2M |
| 4 |
GP
Gresham Partners
Chicago,
Illinois
|
-$19.8M |
| 5 |
Fiera Capital (Canada)
Montreal,
Quebec, Canada
|
-$18.6M |
RSP Hedge Fund Activity: Q1 2015 in Review
343 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Equal Weight ETF (RSP) for Q1 2015, worth a combined $4.71B — up 8% from $4.36B a quarter earlier.
Buyers outnumbered sellers: 42 funds opened new RSP positions and 24 closed out — a net gain of 18 holders — while 154 added to existing stakes and 91 trimmed.
The largest buyer was Bank of America, adding an estimated $256M. The largest seller was Morgan Stanley, cutting an estimated $67.1M.
- 343 institutional investors held Invesco S&P 500 Equal Weight ETF (RSP) as of Q1 2015, up from 331 in Q4 2014.
- Funds reported $4.71B of Invesco S&P 500 Equal Weight ETF stock for Q1 2015, up 8% quarter-over-quarter.
- 42 funds opened new Invesco S&P 500 Equal Weight ETF positions in Q1 2015 and 24 closed out, a net change of +18 holders.
- The largest Invesco S&P 500 Equal Weight ETF buyer in Q1 2015 was Bank of America, an estimated $256M added.
- The largest Invesco S&P 500 Equal Weight ETF seller in Q1 2015 was Morgan Stanley, an estimated $67.1M sold.
Based on aggregated 13F filings for Q1 2015.