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Invesco S&P 500 Equal Weight ETF

556 hedge funds and large institutions have $6.65B invested in Invesco S&P 500 Equal Weight ETF in 2018 Q2 according to their latest regulatory filings, with 122 funds opening new positions, 159 increasing their positions, 177 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

171% more first-time investments, than exits

New positions opened: 122 | Existing positions closed: 45

15% more funds holding

Funds holding: 483556 (+73)

10% more capital invested

Capital invested by funds: $6.03B → $6.65B (+$622M)

8% more funds holding in top 10

Funds holding in top 10: 6469 (+5)

4.54% more ownership

Funds ownership: 41.47%46.01% (+4.5%)

10% less repeat investments, than reductions

Existing positions increased: 159 | Existing positions reduced: 177

15% less call options, than puts

Call options by funds: $5.15M | Put options by funds: $6.07M

Holders
556
Holders Change
+73
Holders Change %
+15.11%
% of All Funds
12.73%
Holding in Top 10
69
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+7.81%
% of All Funds
1.58%
New
122
Increased
159
Reduced
177
Closed
45
Calls
$5.15M
Puts
$6.07M
Net Calls
-$918K
Net Calls Change
+$5.33M
Name Holding Trade Value Shares
Change
Change in
Stake
CF
376
Centaurus Financial
California
$419K +$417K +4,114 New
DLCIG
377
D.L. Carlson Investment Group
New Hampshire
$417K +$82.2K +811 +25%
SHIM
378
Stone House Investment Management
Pennsylvania
$417K +$415K +4,090 New
Luther King Capital Management (LKCM)
379
Luther King Capital Management (LKCM)
Texas
$411K
FHC
380
First Heartland Consultants
Missouri
$405K -$3.99M -39,405 -91%
SMFS
381
Squar Milner Financial Services
California
$397K +$395K +3,895 New
MIC
382
Meridian Investment Counsel
California
$390K
CRC
383
Curi RMB Capital
Illinois
$389K +$387K +3,816 New
BIAS
384
Beacon Investment Advisory Services
New Jersey
$388K
CB
385
Commerce Bank
Missouri
$379K -$60K -592 -14%
SFS
386
Sowell Financial Services
Arkansas
$379K +$369K +3,638 New
MCA
387
Mercer Capital Advisers
New Jersey
$371K -$20.3K -200 -5%
NFG
388
Next Financial Group
Texas
$367K -$316K -3,114 -46%
CCA
389
Clearwater Capital Advisors
Illinois
$366K
HPC
390
Hobart Private Capital
North Carolina
$366K -$10K -99 -3%
DIP
391
DT Investment Partners
Pennsylvania
$363K -$70.1K -692 -16%
HIIFS
392
Harel Insurance Investments & Financial Services
Israel
$356K -$101K -1,000 Closed
SDWMA
393
Schneider Downs Wealth Management Advisors
Pennsylvania
$341K -$25.7K -254 -7%
LFS
394
Legacy Financial Strategies
Kansas
$339K -$18.8K -185 -5%
FCB
395
First Command Bank
Texas
$339K
FCFS
396
First Command Financial Services
Texas
$339K
VAM
397
Visionary Asset Management
Texas
$337K -$14.5K -143 -4%
GWCM
398
Godshalk Welsh Capital Management
Pennsylvania
$336K +$38K +375 +13%
EWM
399
Evercore Wealth Management
New York
$336K +$334K +3,298 New
MCP
400
Mirador Capital Partners
California
$335K +$334K +3,292 New

RSP Hedge Fund Activity: Q2 2018 in Review

556 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Equal Weight ETF (RSP) for Q2 2018, worth a combined $6.65B — up 10% from $6.03B a quarter earlier.

Buyers outnumbered sellers: 122 funds opened new RSP positions and 45 closed out — a net gain of 77 holders — while 159 added to existing stakes and 177 trimmed.

The largest buyer was Cornerstone Wealth Management, adding an estimated $191M. The largest seller was Bank of America, cutting an estimated $118M.

  • 556 institutional investors held Invesco S&P 500 Equal Weight ETF (RSP) as of Q2 2018, up from 483 in Q1 2018.
  • Funds reported $6.65B of Invesco S&P 500 Equal Weight ETF stock for Q2 2018, up 10% quarter-over-quarter.
  • 122 funds opened new Invesco S&P 500 Equal Weight ETF positions in Q2 2018 and 45 closed out, a net change of +77 holders.
  • The largest Invesco S&P 500 Equal Weight ETF buyer in Q2 2018 was Cornerstone Wealth Management, an estimated $191M added.
  • The largest Invesco S&P 500 Equal Weight ETF seller in Q2 2018 was Bank of America, an estimated $118M sold.

Based on aggregated 13F filings for Q2 2018.