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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
SSB
326
Sandy Spring Bank
Maryland
$831K -$22.7K -215 -3%
CA
327
Cambridge Advisors
Nebraska
$831K
WF
328
WealthTrust Fairport
Ohio
$826K -$159K -1,507 -16%
UB
329
UMB Bank
Missouri
$822K +$142K +1,340 +21%
Bessemer Group
330
Bessemer Group
New Jersey
$818K +$809K +7,659 New
KIA
331
KCM Investment Advisors
California
$816K +$24.3K +230 +3%
Northern Trust
332
Northern Trust
Illinois
$815K -$82.6K -782 -9%
TSWM
333
Triangle Securities Wealth Management
North Carolina
$809K +$11.6K +110 +1%
Deutsche Bank
334
Deutsche Bank
Germany
$803K +$735K +6,952 +1,235%
BB
335
Busey Bank
Illinois
$799K -$17.3K -164 -2%
KP
336
Keel Point
Alabama
$785K +$106 +1 +0%
WOC
337
West Oak Capital
California
$769K -$21.1K -200 -3%
ATC
338
Argent Trust Co
Tennessee
$751K
RFWA
339
RPg Family Wealth Advisory
Massachusetts
$722K
SIC
340
Shoker Investment Counsel
Ohio
$718K -$31.6K -299 -4%
Cerity Partners
341
Cerity Partners
New York
$716K +$159K +1,500 +29%
KA
342
Klingman & Associates
New York
$700K
MFW
343
Mosaic Family Wealth
Missouri
$696K +$9.51K +90 +1%
BSA
344
Braun Stacey Associates
New York
$692K -$181K -1,715 -21%
BIM
345
Baldwin Investment Management
Pennsylvania
$678K -$34.3K -325 -5%
PAG
346
Private Advisory Group
Washington
$660K -$233K -2,203 -25%
MWM
347
Merriman Wealth Management
Washington
$654K -$281K -2,656 -30%
MAA
348
Mraz Amerine & Associates
California
$646K +$58.2K +551 +10%
LNC
349
Lincoln National Corp
Pennsylvania
$643K +$297K +2,815 +88%
PM
350
Penbrook Management
New York
$640K

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.