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Invesco S&P 500 Equal Weight ETF

656 hedge funds and large institutions have $7.56B invested in Invesco S&P 500 Equal Weight ETF in 2019 Q2 according to their latest regulatory filings, with 56 funds opening new positions, 236 increasing their positions, 234 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

554% more call options, than puts

Call options by funds: $10.2M | Put options by funds: $1.56M

40% more first-time investments, than exits

New positions opened: 56 | Existing positions closed: 40

1% more funds holding

Funds holding: 647656 (+9)

3% more capital invested

Capital invested by funds: $7.35B → $7.56B (+$202M)

1% more repeat investments, than reductions

Existing positions increased: 236 | Existing positions reduced: 234

0.35% less ownership

Funds ownership: 47.37%47.02% (-0.35%)

8% less funds holding in top 10

Funds holding in top 10: 8679 (-7)

Holders
656
Holders Change
+9
Holders Change %
+1.39%
% of All Funds
14.25%
Holding in Top 10
79
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-8.14%
% of All Funds
1.72%
New
56
Increased
236
Reduced
234
Closed
40
Calls
$10.2M
Puts
$1.56M
Net Calls
+$8.64M
Net Calls Change
-$3.92M
Name Holding Trade Value Shares
Change
Change in
Stake
HWA
351
HHM Wealth Advisors
Tennessee
$887K
CCT
352
Country Club Trust
Missouri
$884K -$32.3K -305 -4%
GRP
353
Global Retirement Partners
California
$881K -$247K -2,332 -22%
CGH
354
Crossmark Global Holdings
Texas
$880K
VFA
355
Valeo Financial Advisors
Indiana
$870K +$847 +8 +0.1%
SIAS
356
Shine Investment Advisory Services
Colorado
$870K +$1.06K +10 +0.1%
WWM
357
Windsor Wealth Management
Indiana
$863K +$842K +7,950 New
SSW
358
Smith Shellnut Wilson
Mississippi
$859K
GFS
359
GYL Financial Synergies
Connecticut
$853K -$52.1K -492 -6%
PAMG
360
Patton Albertson Miller Group
Tennessee
$835K +$836K +7,900 New
WIA
361
World Investment Advisors
California
$833K +$62.9K +594 +8%
N
362
Natixis
France
$825K
PWM
363
Paulson Wealth Management
Illinois
$816K -$534K -5,048 -40%
ACA
364
Atlas Capital Advisors
Wyoming
$806K +$792K +7,479 New
TI
365
Tidal Investments
Wisconsin
$801K +$248K +2,347 +46%
BJL
366
Brighton Jones LLC
Washington
$790K +$46K +434 +6%
WOC
367
West Oak Capital
California
$773K -$13.2K -125 -2%
Mariner
368
Mariner
Kansas
$763K +$237K +2,242 +46%
BWCS
369
Beirne Wealth Consulting Services
Connecticut
$761K -$2.44K -23 -0.3%
PWP
370
Principle Wealth Partners
Connecticut
$755K +$33.7K +318 +5%
BB
371
Busey Bank
Illinois
$746K
RBCM
372
Raub Brock Capital Management
California
$742K +$728K +6,880 New
CA
373
Cambridge Advisors
Nebraska
$738K -$99.2K -937 -12%
WS
374
Wedbush Securities
California
$727K -$74.5K -704 -9%
FWP
375
FAS Wealth Partners
Kansas
$724K -$55.1K -520 -7%

RSP Hedge Fund Activity: Q2 2019 in Review

656 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Equal Weight ETF (RSP) for Q2 2019, worth a combined $7.56B — up 2.7% from $7.35B a quarter earlier.

Buyers outnumbered sellers: 56 funds opened new RSP positions and 40 closed out — a net gain of 16 holders — while 236 added to existing stakes and 234 trimmed.

The largest buyer was BB&T Securities, adding an estimated $43M. The largest seller was Horizon Investments, cutting an estimated $47.6M.

  • 656 institutional investors held Invesco S&P 500 Equal Weight ETF (RSP) as of Q2 2019, up from 647 in Q1 2019.
  • Funds reported $7.56B of Invesco S&P 500 Equal Weight ETF stock for Q2 2019, up 2.7% quarter-over-quarter.
  • 56 funds opened new Invesco S&P 500 Equal Weight ETF positions in Q2 2019 and 40 closed out, a net change of +16 holders.
  • The largest Invesco S&P 500 Equal Weight ETF buyer in Q2 2019 was BB&T Securities, an estimated $43M added.
  • The largest Invesco S&P 500 Equal Weight ETF seller in Q2 2019 was Horizon Investments, an estimated $47.6M sold.

Based on aggregated 13F filings for Q2 2019.