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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
CGH
351
Crossmark Global Holdings
Texas
$781K -$22.6K -234 -3%
SPI
352
Santori & Peters Inc
Pennsylvania
$780K +$6.65K +69 +0.9%
Koshinski Asset Management
353
Koshinski Asset Management
Illinois
$776K -$143K -1,480 -16%
TFS
354
Thoroughbred Financial Services
Tennessee
$774K -$315K -3,265 -30%
BJL
355
Brighton Jones LLC
Washington
$773K -$28K -290 -4%
SC
356
Savant Capital
Illinois
$772K -$324K -3,361 -31%
TSWM
357
Triangle Securities Wealth Management
North Carolina
$770K -$37.6K -390 -5%
CWA
358
Clarus Wealth Advisors
Arizona
$763K +$721K +7,481 New
CWM
359
Cornerstone Wealth Management
Missouri
$762K -$49.9K -517 -6%
LOPW
360
Live Oak Private Wealth
North Carolina
$757K +$717K +7,437 New
AA
361
Argent Advisors
Louisiana
$756K
NWS
362
Newport Wealth Strategies
California
$754K -$262K -2,720 -27%
CAL
363
Capital Analysts LLC
Pennsylvania
$752K -$24.1M -249,615 -97%
SIC
364
Shoker Investment Counsel
Ohio
$752K -$11.7K -121 -2%
STA
365
Summit Trail Advisors
New York
$752K +$713K +7,390 New
TA
366
Trellis Advisors
Washington
$733K
IAIM
367
International Assets Investment Management
Florida
$715K -$1.45K -15 -0.1%
ATC
368
Argent Trust Co
Tennessee
$706K -$122K -1,262 -15%
BB
369
Busey Bank
Illinois
$704K -$5.79K -60 -0.9%
AF
370
Advisornet Financial
Minnesota
$696K -$47.6K -494 -7%
AO
371
Advisor OS
Illinois
$695K +$659K +6,828 New
WAP
372
Wealthcare Advisory Partners
Pennsylvania
$683K +$7.62K +79 +1%
NCM
373
Nelson Capital Management
California
$675K -$6.27K -65 -1%
SAM
374
Strategy Asset Managers
California
$671K -$14.6K -151 -2%
SSW
375
Smith Shellnut Wilson
Mississippi
$667K

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.