We are live on ! Find out more
RSP icon

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
PGWM
301
Parisi Gray Wealth Management
New Jersey
$1.08M -$14.8K -140 -1%
PWA
302
Peterson Wealth Advisors
Utah
$1.08M -$8.77K -83 -0.8%
DT
303
Diversified Trust
Tennessee
$1.06M -$3.38K -32 -0.3%
Millennium Management
304
Millennium Management
New York
$1.05M +$1.04M +9,879 New
FCMT
305
Founders Capital Management (Texas)
Texas
$1.05M +$211 +2 +0%
FHB
306
First Hawaiian Bank
Hawaii
$1.01M -$57.9K -548 -5%
DWM
307
Darwin Wealth Management
Florida
$1M +$113K +1,065 +13%
MWM
308
Meridian Wealth Management
Kentucky
$993K +$16.5K +156 +2%
Lido Advisors
309
Lido Advisors
California
$991K
IWM
310
IHT Wealth Management
Illinois
$985K +$48.9K +463 +5%
WC
311
Weil Company
California
$979K -$7.29K -69 -0.7%
GCM
312
Gator Capital Management
Florida
$977K +$12.6K +119 +1%
BAM
313
Belpointe Asset Management
Nevada
$963K +$490K +4,636 +106%
CIBC Private Wealth Group
314
CIBC Private Wealth Group
Georgia
$949K +$50.2K +475 +6%
PFM
315
Probabilities Fund Management
New York
$938K +$15.9K +150 +2%
RWA
316
RGT Wealth Advisors
Texas
$919K +$909K +8,600 New
SRC
317
Shufro Rose & Co
New York
$907K +$8.98K +85 +1%
GAMC
318
Garner Asset Management Corp
Texas
$885K +$13.7K +130 +2%
CPIG
319
Chicago Partners Investment Group
Illinois
$871K
HIIFS
320
Harel Insurance Investments & Financial Services
Israel
$865K +$856K +8,100 New
SIAS
321
Shine Investment Advisory Services
Colorado
$859K +$951 +9 +0.1%
STA
322
Summit Trail Advisors
New York
$858K +$166K +1,573 +24%
SSW
323
Smith Shellnut Wilson
Mississippi
$855K +$846K +8,002 New
VFA
324
Valeo Financial Advisors
Indiana
$849K +$51.4K +486 +6%
FNBT
325
FineMark National Bank & Trust
Florida
$842K -$52.8K -500 -6%

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.