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Invesco S&P 500 Equal Weight ETF

668 hedge funds and large institutions have $5.72B invested in Invesco S&P 500 Equal Weight ETF in 2020 Q2 according to their latest regulatory filings, with 82 funds opening new positions, 147 increasing their positions, 332 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed

26% more capital invested

Capital invested by funds: $4.54B → $5.72B (+$1.18B)

15% more first-time investments, than exits

New positions opened: 82 | Existing positions closed: 71

1% more funds holding

Funds holding: 663668 (+5)

6% less funds holding in top 10

Funds holding in top 10: 4845 (-3)

15% less ownership

Funds ownership: 62%47% (-15%)

47% less call options, than puts

Call options by funds: $21.8M | Put options by funds: $41.2M

56% less repeat investments, than reductions

Existing positions increased: 147 | Existing positions reduced: 332

Holders
668
Holders Change
+5
Holders Change %
+0.75%
% of All Funds
13.7%
Holding in Top 10
45
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-6.25%
% of All Funds
0.92%
New
82
Increased
147
Reduced
332
Closed
71
Calls
$21.8M
Puts
$41.2M
Net Calls
-$19.4M
Net Calls Change
-$21M
Name Holding Trade Value Shares
Change
Change in
Stake
CWA
301
Clarity Wealth Advisors
California
$1.1M -$4.47M -46,355 -81%
SWM
302
Sugarloaf Wealth Management
Georgia
$1.09M +$184K +1,905 +22%
IWA
303
Intercontinental Wealth Advisors
Texas
$1.09M -$31.8K -330 -3%
AWA
304
Acorn Wealth Advisors
Michigan
$1.08M -$236K -2,452 -19%
MIH
305
Meitav Investment House
Israel
$1.08M -$352K -3,650 -26%
OPA
306
Old Port Advisors
Maine
$1.06M -$121K -1,258 -11%
TPW
307
Tiller Private Wealth
Pennsylvania
$1.05M -$18.4M -190,792 -95%
ACI
308
Alpha Cubed Investments
California
$1.04M -$60.4K -626 -6%
FIM
309
Frontier Investment Management
Texas
$1.04M -$3.13M -32,425 -76%
RC
310
Roundview Capital
New Jersey
$1.04M -$159K -1,647 -14%
TW
311
Transform Wealth
Colorado
$1.02M -$146K -1,516 -13%
AAS
312
Avantax Advisory Services
Texas
$1.01M -$81.5K -845 -8%
APC
313
Aspire Private Capital
North Carolina
$1M -$1.12M -11,617 -54%
First Trust Advisors
314
First Trust Advisors
Illinois
$993K +$14.3K +148 +2%
BS
315
Boenning & Scattergood
Pennsylvania
$993K +$941K +9,755 New
CA
316
Clearstead Advisors
Ohio
$986K
AWM
317
AllSquare Wealth Management
New York
$966K
MWM
318
Meridian Wealth Management
Kentucky
$965K -$43.9K -455 -5%
BMC
319
Beaton Management Company
Massachusetts
$962K
SHJ
320
Sharkey, Howes & Javer
Colorado
$961K -$1.31M -13,599 -59%
MIM
321
Marco Investment Management
Georgia
$954K
GWCM
322
Godshalk Welsh Capital Management
Pennsylvania
$944K +$16.9K +175 +2%
ECA
323
Elevated Capital Advisors
Utah
$943K +$798K +8,278 New
RWRC
324
R.W. Roge & Company
New York
$938K -$15K -156 -2%
FHB
325
First Hawaiian Bank
Hawaii
$932K

RSP Hedge Fund Activity: Q2 2020 in Review

668 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Equal Weight ETF (RSP) for Q2 2020, worth a combined $5.72B — up 26% from $4.54B a quarter earlier.

Buyers outnumbered sellers: 82 funds opened new RSP positions and 71 closed out — a net gain of 11 holders — while 147 added to existing stakes and 332 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $386M. The largest seller was Osaic Holdings, cutting an estimated $2.29B.

  • 668 institutional investors held Invesco S&P 500 Equal Weight ETF (RSP) as of Q2 2020, up from 663 in Q1 2020.
  • Funds reported $5.72B of Invesco S&P 500 Equal Weight ETF stock for Q2 2020, up 26% quarter-over-quarter.
  • 82 funds opened new Invesco S&P 500 Equal Weight ETF positions in Q2 2020 and 71 closed out, a net change of +11 holders.
  • The largest Invesco S&P 500 Equal Weight ETF buyer in Q2 2020 was JP Morgan Chase, an estimated $386M added.
  • The largest Invesco S&P 500 Equal Weight ETF seller in Q2 2020 was Osaic Holdings, an estimated $2.29B sold.

Based on aggregated 13F filings for Q2 2020.