We are live on ! Find out more
RSP icon

Invesco S&P 500 Equal Weight ETF

438 hedge funds and large institutions have $5.79B invested in Invesco S&P 500 Equal Weight ETF in 2017 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 195 increasing their positions, 138 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 23

41% more repeat investments, than reductions

Existing positions increased: 195 | Existing positions reduced: 138

17% more call options, than puts

Call options by funds: $6.92M | Put options by funds: $5.9M

5% more capital invested

Capital invested by funds: $5.49B → $5.79B (+$302M)

1% more funds holding

Funds holding: 433438 (+5)

0.47% more ownership

Funds ownership: 42.38%42.85% (+0.47%)

0% more funds holding in top 10

Funds holding in top 10: 5555 (0)

Holders
438
Holders Change
+5
Holders Change %
+1.15%
% of All Funds
10.92%
Holding in Top 10
55
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
1.37%
New
33
Increased
195
Reduced
138
Closed
23
Calls
$6.92M
Puts
$5.9M
Net Calls
+$1.02M
Net Calls Change
-$4.24M
Name Holding Trade Value Shares
Change
Change in
Stake
CFA
351
Carroll Financial Associates
North Carolina
$273K
GWCM
352
Godshalk Welsh Capital Management
Pennsylvania
$273K +$22.9K +250 +9%
CB
353
Chemical Bank
Michigan
$264K
SWM
354
Segment Wealth Management
Texas
$264K
FWM
355
Frontier Wealth Management
Missouri
$259K -$73.4K -800 -22%
MWP
356
MYCIO Wealth Partners
Pennsylvania
$257K
MCM
357
MAI Capital Management
Ohio
$256K +$44.4K +484 +21%
GAM
358
Garrison Asset Management
Arkansas
$253K -$3.21K -35 -1%
GHA
359
GW Henssler & Associates
Georgia
$252K -$27.7K -302 -10%
ONB
360
Old National Bancorp
Indiana
$250K
BPCE
361
Bank Pictet & Cie (Europe)
Germany
$249K
WS
362
Wedbush Securities
California
$246K +$275 +3 +0.1%
MC
363
Mathes Company
New York
$243K +$4.58K +50 +2%
BTIS
364
BB&T Investment Services
North Carolina
$241K +$113K +1,227 +89%
CSIC
365
Clifford Swan Investment Counsel
California
$236K +$367 +4 +0.2%
FHA
366
Flagship Harbor Advisors
Massachusetts
$235K
SBSB
367
Sullivan, Bruyette, Speros & Blaney
Virginia
$234K
DAC
368
Dividend Assets Capital
South Carolina
$232K
NFC
369
Northeast Financial Consultants
Connecticut
$232K
Fifth Third Bancorp
370
Fifth Third Bancorp
Ohio
$228K -$23.4K -255 -9%
TCOV
371
Trust Company of Vermont
Vermont
$226K -$20.3K -221 -8%
MCP
372
Mirador Capital Partners
California
$225K +$16K +175 +8%
Fiera Capital (Canada)
373
Fiera Capital (Canada)
Quebec, Canada
$223K +$221K +2,410 New
BO
374
Bank OZK
Arkansas
$215K
FTIOP
375
Fiduciary Trust International of Pennsylvania
Pennsylvania
$213K

RSP Hedge Fund Activity: Q2 2017 in Review

438 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Equal Weight ETF (RSP) for Q2 2017, worth a combined $5.79B — up 5.5% from $5.49B a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new RSP positions and 23 closed out — a net gain of 10 holders — while 195 added to existing stakes and 138 trimmed.

The largest buyer was LPL Financial, adding an estimated $186M. The largest seller was Wells Fargo, cutting an estimated $40.4M.

  • 438 institutional investors held Invesco S&P 500 Equal Weight ETF (RSP) as of Q2 2017, up from 433 in Q1 2017.
  • Funds reported $5.79B of Invesco S&P 500 Equal Weight ETF stock for Q2 2017, up 5.5% quarter-over-quarter.
  • 33 funds opened new Invesco S&P 500 Equal Weight ETF positions in Q2 2017 and 23 closed out, a net change of +10 holders.
  • The largest Invesco S&P 500 Equal Weight ETF buyer in Q2 2017 was LPL Financial, an estimated $186M added.
  • The largest Invesco S&P 500 Equal Weight ETF seller in Q2 2017 was Wells Fargo, an estimated $40.4M sold.

Based on aggregated 13F filings for Q2 2017.