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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
FI
301
FormulaFolio Investments
Michigan
$434K +$2.78K +31 +0.7%
IWMPD
302
Integrated Wealth Management (Palm Desert)
California
$432K +$427K +4,762 New
CBU
303
CIBC Bank USA
Illinois
$426K +$2.69K +30 +0.6%
HWM
304
Highwater Wealth Management
Colorado
$417K -$22.4K -250 -5%
ACI
305
Alpha Cubed Investments
California
$415K +$409K +4,564 New
Barclays
306
Barclays
United Kingdom
$413K +$987 +11 +0.2%
GT
307
Glenview Trust
Kentucky
$401K +$396K +4,410 New
SWM
308
Stockman Wealth Management
Montana
$399K -$115K -1,278 -23%
CB
309
Commerce Bank
Missouri
$394K +$22.1K +246 +6%
Wolverine Trading
310
Wolverine Trading
Illinois
$393K +$388K +4,321 New
DIP
311
DT Investment Partners
Pennsylvania
$387K
IWA
312
Intercontinental Wealth Advisors
Texas
$384K -$44.1K -492 -10%
RWA
313
Ropes Wealth Advisors
Massachusetts
$381K +$7.81K +87 +2%
DI
314
Diligent Investors
California
$380K +$12.2K +136 +3%
V
315
Veritable
Delaware
$378K +$628 +7 +0.2%
PP
316
Patten & Patten
Tennessee
$376K +$45.3K +505 +14%
MCA
317
Mercer Capital Advisers
New Jersey
$367K
TSWM
318
Triangle Securities Wealth Management
North Carolina
$366K +$52.5K +585 +17%
FTUS
319
Flow Traders U.S.
New York
$364K +$327K +3,643 +987%
ACM
320
Alpha Capital Management
Texas
$363K +$358K +3,995 New
CAPTRUST Financial Advisors
321
CAPTRUST Financial Advisors
North Carolina
$359K +$25.8K +288 +8%
Luther King Capital Management (LKCM)
322
Luther King Capital Management (LKCM)
Texas
$354K -$12.6K -140 -3%
MCI
323
McDonald Capital Investors
California
$350K
MIC
324
Meridian Investment Counsel
California
$347K
JWM
325
Jacobus Wealth Management
Wisconsin
$345K +$269 +3 +0.1%

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.