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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
KTC
326
Kistler-Tiffany Companies
Pennsylvania
$928K -$630K -6,537 -42%
PA
327
PFG Advisors
Arizona
$928K -$414K -4,295 -32%
MMA
328
Miracle Mile Advisors
California
$925K -$96.4K -1,000 -10%
HWA
329
HHM Wealth Advisors
Tennessee
$921K
VFA
330
Valeo Financial Advisors
Indiana
$911K -$5.01K -52 -0.6%
WC
331
Weil Company
California
$909K -$151K -1,565 -15%
CAM
332
Cresset Asset Management
Illinois
$897K +$395K +4,094 +87%
CCM
333
Colorado Capital Management
Colorado
$893K -$86.3K -895 -9%
AWA
334
Arkadios Wealth Advisors
Georgia
$876K -$90.9K -943 -10%
TP
335
Tranquility Partners
Tennessee
$861K +$498K +5,167 +157%
SWP
336
Summit Wealth Partners
Florida
$861K +$339K +3,519 +71%
CG
337
Colony Group
Massachusetts
$854K -$30M -311,538 -97%
ET
338
Equitable Trust
Tennessee
$854K +$327K +3,390 +68%
HT
339
Heritage Trust
Oklahoma
$847K +$803K +8,324 New
VVP
340
Venture Visionary Partners
Ohio
$832K -$85.1K -882 -10%
KWM
341
Keebeck Wealth Management
Illinois
$831K +$7.23K +75 +0.9%
SIAS
342
Shine Investment Advisory Services
Colorado
$827K +$2.02K +21 +0.3%
HSA
343
HBK Sorce Advisory
Pennsylvania
$810K -$295K -3,056 -28%
WIA
344
World Investment Advisors
California
$806K -$22.6K -234 -3%
LWAC
345
Laurel Wealth Advisors (California)
California
$801K -$371K -3,851 -33%
HCMT
346
Highland Capital Management (Tennessee)
Tennessee
$794K +$16.3K +169 +2%
CWM
347
Chicago Wealth Management
Illinois
$794K +$752K +7,801 New
AC
348
Alexandria Capital
Virginia
$791K -$152K -1,577 -17%
IAS
349
Investment Advisory Services
Texas
$787K -$14.2K -147 -2%
GFS
350
GYL Financial Synergies
Connecticut
$783K -$132K -1,366 -15%

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.