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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
KC
326
Kingfisher Capital
North Carolina
$340K -$1.17M -13,040 -78%
BIAS
327
Beacon Investment Advisory Services
New Jersey
$336K +$90.6K +1,010 +37%
FWM
328
Frontier Wealth Management
Missouri
$326K -$170K -1,891 -34%
CFG
329
Cambridge Financial Group
Ohio
$323K -$922K -10,275 -74%
NFG
330
Nations Financial Group
Iowa
$309K
MA
331
Menlo Advisors
California
$304K
WSFS
332
Wilmington Savings Fund Society
Delaware
$296K +$32.4K +361 +12%
NFG
333
Nadler Financial Group
Illinois
$293K +$34.3K +382 +13%
IP
334
Investment Partners
Ohio
$289K -$77.5K -864 -21%
WEC
335
Winslow Evans & Crocker
Massachusetts
$279K +$149K +1,664 +118%
GHA
336
GW Henssler & Associates
Georgia
$275K -$546K -6,085 -67%
TRCT
337
Tower Research Capital (TRC)
New York
$269K +$266K +2,969 New
CFA
338
Capstone Financial Advisors
Illinois
$268K -$15.3K -170 -5%
CFA
339
Carroll Financial Associates
North Carolina
$268K
CB
340
Chemical Bank
Michigan
$258K
SWM
341
Segment Wealth Management
Texas
$258K +$255K +2,844 New
CFB
342
Cullen/Frost Bankers
Texas
$255K +$10.3K +115 +4%
MWP
343
MYCIO Wealth Partners
Pennsylvania
$252K
AW
344
ACG Wealth
Georgia
$251K -$72.4K -807 -23%
GAM
345
Garrison Asset Management
Arkansas
$251K -$67.3K -750 -21%
Fifth Third Bancorp
346
Fifth Third Bancorp
Ohio
$247K +$138K +1,540 +131%
ONB
347
Old National Bancorp
Indiana
$245K
GWCM
348
Godshalk Welsh Capital Management
Pennsylvania
$245K +$242K +2,700 New
BPCE
349
Bank Pictet & Cie (Europe)
Germany
$244K
RSA
350
Robertson Stephens Advisors
California
$242K

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.