We are live on ! Find out more
RSP icon

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
TCOV
351
Trust Company of Vermont
Vermont
$241K -$55.6K -620 -19%
FBFS
352
First Business Financial Services
Wisconsin
$241K +$29.6K +330 +14%
WS
353
Wedbush Securities
California
$240K +$237K +2,647 New
MC
354
Mathes Company
New York
$234K
CSIC
355
Clifford Swan Investment Counsel
California
$231K +$90 +1 +0%
FHA
356
Flagship Harbor Advisors
Massachusetts
$230K
SBSB
357
Sullivan, Bruyette, Speros & Blaney
Virginia
$229K -$31.7K -353 -12%
DAC
358
Dividend Assets Capital
South Carolina
$227K
NFC
359
Northeast Financial Consultants
Connecticut
$227K
JCM
360
Janney Capital Management
Pennsylvania
$223K
KCM
361
Kanawha Capital Management
Virginia
$221K +$2.24K +25 +1%
Cerity Partners
362
Cerity Partners
New York
$220K +$218K +2,427 New
BO
363
Bank OZK
Arkansas
$211K
ST
364
Smithfield Trust
Pennsylvania
$209K
FTIOP
365
Fiduciary Trust International of Pennsylvania
Pennsylvania
$209K +$206K +2,300 New
QCMC
366
Quantum Capital Management (California)
California
$207K -$285K -3,180 -58%
HP
367
HT Partners
Connecticut
$207K +$204K +2,274 New
MCM
368
MAI Capital Management
Ohio
$207K +$205K +2,282 New
DWM
369
Doyle Wealth Management
Florida
$204K +$202K +2,251 New
IC
370
InterOcean Capital
Illinois
$203K -$23.9K -266 -11%
MCP
371
Mirador Capital Partners
California
$201K +$199K +2,217 New
PG
372
Patten Group
Tennessee
$188K
TIM
373
Tortoise Investment Management
New York
$185K
BC
374
Barnett & Company
Tennessee
$179K -$24.7K -275 -12%
AP
375
Atwood & Palmer
Missouri
$155K -$8.97K -100 -6%

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.