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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
HKAM
376
Horizon Kinetics Asset Management
New York
$658K -$139K -1,437 -18%
WOC
377
West Oak Capital
California
$654K -$33.9K -352 -5%
BOPW
378
Brandywine Oak Private Wealth
Pennsylvania
$654K +$354K +3,669 +133%
BIM
379
Baldwin Investment Management
Pennsylvania
$644K
BIA
380
Biondo Investment Advisors
Pennsylvania
$640K +$30.4K +315 +5%
NEGWA
381
New England Guild Wealth Advisors
Connecticut
$640K +$606K +6,288 New
BSA
382
Braun Stacey Associates
New York
$638K -$4.34K -45 -0.7%
CA
383
Cambridge Advisors
Nebraska
$632K -$12.5K -130 -2%
AC
384
Abbrea Capital
California
$630K -$4.91M -50,937 -89%
MHR
385
Matthew Hamilton Rosenberg
$622K +$590K +6,115 New
SWM
386
SeaCrest Wealth Management
New York
$619K +$2.99K +31 +0.5%
IFWM
387
Institute for Wealth Management
Colorado
$617K +$5.88K +61 +1%
HA
388
HYA Advisors
Missouri
$616K +$386 +4 +0.1%
CFS
389
CRA Financial Services
New Jersey
$614K +$4.82K +50 +0.8%
KIA
390
KCM Investment Advisors
California
$613K -$79.6K -825 -12%
ST
391
Smithfield Trust
Pennsylvania
$610K -$1.64K -17 -0.3%
1832 Asset Management
392
1832 Asset Management
Ontario, Canada
$609K
WP
393
WealthSource Partners
California
$600K
EWM
394
Elmwood Wealth Management
California
$596K -$848K -8,788 -60%
TRCT
395
Tower Research Capital (TRC)
New York
$594K -$10.9M -113,490 -95%
PPP
396
Private Portfolio Partners
New Jersey
$593K -$169K -1,752 -23%
XF
397
XML Financial
Maryland
$589K -$1.25K -13 -0.2%
EP
398
Eudaimonia Partners
Tennessee
$588K -$68.1K -706 -11%
WA
399
Waverly Advisors
Alabama
$588K
KA
400
Klingman & Associates
New York
$585K -$386K -4,000 -41%

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.