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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
IF
376
Ironwood Financial
Arizona
$147K -$13.4K -149 -8%
SEI Investments
377
SEI Investments
Pennsylvania
$144K +$75.5K +842 +114%
BTIS
378
BB&T Investment Services
North Carolina
$125K +$123K +1,374 New
WA
379
WealthTrust-Arizona
Arizona
$123K
AIP
380
Almanack Investment Partners
Pennsylvania
$119K +$118K +1,314 New
GBT
381
Grove Bank & Trust
Florida
$115K +$114K +1,265 New
CHC
382
City Holding Co
West Virginia
$105K
EDRH
383
Edmond de Rothschild Holding
Switzerland
$94K +$48.5K +540 +108%
UBS AM
384
UBS AM
Illinois
$86.3K
CFD
385
Creative Financial Designs
Indiana
$86K
LCM
386
Liberty Capital Management
Michigan
$73K
SIC
387
Salem Investment Counselors
North Carolina
$73K +$71.8K +800 New
MAS
388
Madden Advisory Services
Florida
$68K +$67.6K +753 New
RPG
389
Risk Paradigm Group
Texas
$67.9K -$17.1K -191 -20%
BC
390
Bartlett & Co
Ohio
$67K
PB
391
Pinnacle Bancorp
Nebraska
$67K +$65.9K +735 New
AAM
392
Advisors Asset Management
Colorado
$61K
BWP
393
Baldwin Wealth Partners
Massachusetts
$52K
SIM
394
Sonora Investment Management
Arizona
$51.3K
M
395
MOTCO
Texas
$50K
SWA
396
Sutton Wealth Advisors
Florida
$49.5K
CPIG
397
Chicago Partners Investment Group
Illinois
$47K +$46K +513 New
HDIM
398
Hanson & Doremus Investment Management
Vermont
$45K
JFA
399
JNBA Financial Advisors
Minnesota
$40K -$60.1K -670 -61%
WP
400
WealthPLAN Partners
Nebraska
$36.2K +$36K +401 New

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.