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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
NCM
376
Next Capital Management
New York
$722K
WAP
377
Wealthcare Advisory Partners
Pennsylvania
$712K +$329K +3,109 +89%
TW
378
TrinityPoint Wealth
Connecticut
$705K -$57.5K -543 -8%
BIM
379
Baldwin Investment Management
Pennsylvania
$696K
BSA
380
Braun Stacey Associates
New York
$694K +$106 +1 +0%
WC
381
Weil Company
California
$691K +$57.7K +545 +9%
GSWM
382
Golden State Wealth Management
California
$687K
GKWIM
383
Gerber Kawasaki Wealth & Investment Management
California
$687K +$93.9K +887 +16%
GWCM
384
Godshalk Welsh Capital Management
Pennsylvania
$676K +$84.7K +800 +15%
CFS
385
CRA Financial Services
New Jersey
$674K +$26.5K +250 +4%
LNC
386
Lincoln National Corp
Pennsylvania
$674K +$276K +2,610 +72%
WAS
387
WESPAC Advisors SoCal
California
$669K -$16.4K -155 -2%
BAC
388
Boys Arnold & Co
North Carolina
$652K
V
389
Veritable
Delaware
$647K -$11K -104 -2%
1832 Asset Management
390
1832 Asset Management
Ontario, Canada
$647K
Renaissance Technologies
391
Renaissance Technologies
New York
$647K +$392K +3,700 +161%
BIA
392
Biondo Investment Advisors
Pennsylvania
$644K +$34.4K +325 +6%
SWM
393
SeaCrest Wealth Management
New York
$631K -$1.48K -14 -0.2%
BAM
394
Berkshire Asset Management
Pennsylvania
$629K -$10.6K -100 -2%
KIA
395
KCM Investment Advisors
California
$626K -$198K -1,871 -24%
ARG
396
Advisory Resource Group
Oklahoma
$621K
SSB
397
Sandy Spring Bank
Maryland
$620K -$84.7K -800 -12%
KA
398
Klingman & Associates
New York
$620K -$42.4K -400 -7%
FI
399
FormulaFolio Investments
Michigan
$617K -$104K -986 -15%
IFWM
400
Institute for Wealth Management
Colorado
$617K -$13.7K -129 -2%

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.