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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
CAS
351
Cue Advisory Services
Arizona
$630K -$111K -1,050 -15%
BAM
352
Berkshire Asset Management
Pennsylvania
$624K
EWF
353
Epstein & White Financial
California
$623K +$126K +1,190 +25%
GT
354
Glenview Trust
Kentucky
$620K
SFP
355
Shepherd Financial Partners
Massachusetts
$616K
FNBOO
356
First National Bank of Omaha
Nebraska
$612K
BCP
357
Blue Chip Partners
Michigan
$610K -$8.77K -83 -1%
Barclays
358
Barclays
United Kingdom
$599K -$107K -1,008 -15%
HPC
359
Hobart Private Capital
North Carolina
$594K +$208K +1,972 +55%
SBWM
360
Sunflower Bank Wealth Management
Arizona
$586K
KA
361
Kovack Advisors
Florida
$582K +$81.3K +769 +16%
BTNA
362
Bremer Trust National Association
Minnesota
$578K
WA
363
Waverly Advisors
Alabama
$576K +$7.93K +75 +1%
DWM
364
Dakota Wealth Management
Florida
$566K +$211 +2 +0%
BA
365
Birinyi Associates
Connecticut
$562K
BAC
366
Boys Arnold & Co
North Carolina
$561K +$37K +350 +7%
GC
367
Gratus Capital
Georgia
$554K -$8.45K -80 -2%
JFM
368
Jackson Financial Management
California
$553K
DY
369
Dowling & Yahnke
California
$551K -$14.8K -140 -3%
DOA
370
D'Orazio & Associates
Virginia
$549K
SWM
371
SeaCrest Wealth Management
New York
$548K -$528 -5 -0.1%
BIA
372
Biondo Investment Advisors
Pennsylvania
$548K +$30.6K +290 +6%
ET
373
Equitable Trust
Tennessee
$546K
PFGIA
374
Patriot Financial Group Insurance Agency
Massachusetts
$543K +$538K +5,088 New
PP
375
Patten & Patten
Tennessee
$542K -$6.34K -60 -1%

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.