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Invesco S&P 500 Equal Weight ETF

438 hedge funds and large institutions have $5.79B invested in Invesco S&P 500 Equal Weight ETF in 2017 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 195 increasing their positions, 138 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 23

41% more repeat investments, than reductions

Existing positions increased: 195 | Existing positions reduced: 138

17% more call options, than puts

Call options by funds: $6.92M | Put options by funds: $5.9M

5% more capital invested

Capital invested by funds: $5.49B → $5.79B (+$302M)

1% more funds holding

Funds holding: 433438 (+5)

0.47% more ownership

Funds ownership: 42.38%42.85% (+0.47%)

0% more funds holding in top 10

Funds holding in top 10: 5555 (0)

Holders
438
Holders Change
+5
Holders Change %
+1.15%
% of All Funds
10.92%
Holding in Top 10
55
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
1.37%
New
33
Increased
195
Reduced
138
Closed
23
Calls
$6.92M
Puts
$5.9M
Net Calls
+$1.02M
Net Calls Change
-$4.24M
Name Holding Trade Value Shares
Change
Change in
Stake
PWS
301
Peloton Wealth Strategists
Indiana
$558K +$552K +6,017 New
SBWM
302
Sunflower Bank Wealth Management
Arizona
$555K -$3.89M -42,464 -88%
MFW
303
Mosaic Family Wealth
Missouri
$555K +$15K +164 +3%
FNBT
304
FineMark National Bank & Trust
Florida
$549K -$71.3K -777 -12%
WAS
305
WESPAC Advisors SoCal
California
$544K -$36.7K -400 -6%
BCP
306
Blue Chip Partners
Michigan
$538K +$5.32K +58 +1%
RFC
307
Regions Financial Corp
Alabama
$528K
NFG
308
Next Financial Group
Texas
$502K -$81.2K -885 -14%
SDWMA
309
Schneider Downs Wealth Management Advisors
Pennsylvania
$500K
SSB
310
Sandy Spring Bank
Maryland
$494K -$50.9K -555 -9%
BAC
311
Boys Arnold & Co
North Carolina
$487K
Barclays
312
Barclays
United Kingdom
$487K +$64.2K +700 +15%
GT
313
Glenview Trust
Kentucky
$483K +$73.4K +800 +18%
FI
314
FormulaFolio Investments
Michigan
$453K +$10.3K +112 +2%
PP
315
Patten & Patten
Tennessee
$447K +$62.8K +685 +17%
TSWM
316
Triangle Securities Wealth Management
North Carolina
$446K +$71.5K +780 +19%
BJL
317
Brighton Jones LLC
Washington
$441K +$437K +4,763 New
CBU
318
CIBC Bank USA
Illinois
$433K -$2.02K -22 -0.5%
IFWM
319
Institute for Wealth Management
Colorado
$422K +$417K +4,548 New
IWA
320
Intercontinental Wealth Advisors
Texas
$399K +$7.34K +80 +2%
DIP
321
DT Investment Partners
Pennsylvania
$395K
V
322
Veritable
Delaware
$388K +$1.38K +15 +0.4%
DI
323
Diligent Investors
California
$384K -$2.93K -32 -0.8%
RWA
324
Ropes Wealth Advisors
Massachusetts
$381K -$7.98K -87 -2%
MCA
325
Mercer Capital Advisers
New Jersey
$375K

RSP Hedge Fund Activity: Q2 2017 in Review

438 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Equal Weight ETF (RSP) for Q2 2017, worth a combined $5.79B — up 5.5% from $5.49B a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new RSP positions and 23 closed out — a net gain of 10 holders — while 195 added to existing stakes and 138 trimmed.

The largest buyer was LPL Financial, adding an estimated $186M. The largest seller was Wells Fargo, cutting an estimated $40.4M.

  • 438 institutional investors held Invesco S&P 500 Equal Weight ETF (RSP) as of Q2 2017, up from 433 in Q1 2017.
  • Funds reported $5.79B of Invesco S&P 500 Equal Weight ETF stock for Q2 2017, up 5.5% quarter-over-quarter.
  • 33 funds opened new Invesco S&P 500 Equal Weight ETF positions in Q2 2017 and 23 closed out, a net change of +10 holders.
  • The largest Invesco S&P 500 Equal Weight ETF buyer in Q2 2017 was LPL Financial, an estimated $186M added.
  • The largest Invesco S&P 500 Equal Weight ETF seller in Q2 2017 was Wells Fargo, an estimated $40.4M sold.

Based on aggregated 13F filings for Q2 2017.