Invesco S&P 500 Equal Weight ETF
415 hedge funds and large institutions have $4.91B invested in Invesco S&P 500 Equal Weight ETF in 2016 Q4 according to their latest regulatory filings, with 78 funds opening new positions, 162 increasing their positions, 106 reducing their positions, and 24 closing their positions.
225% more first-time investments, than exits
New positions opened: 78 | Existing positions closed: 24
53% more repeat investments, than reductions
Existing positions increased: 162 | Existing positions reduced: 106
24% more funds holding in top 10
Funds holding in top 10: 42 → 52 (+10)
23% more capital invested
Capital invested by funds: $4.01B → $4.91B (+$906M)
13% more funds holding
Funds holding: 366 → 415 (+49)
2.4% more ownership
Funds ownership: 39.28% → 41.69% (+2.4%)
9% more call options, than puts
Call options by funds: $5.41M | Put options by funds: $4.98M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$127M |
| 2 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
+$97.2M |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$75.9M |
| 4 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$64.6M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$45.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
-$29.6M |
| 2 |
SMM
Stadion Money Management
Watkinsville,
Georgia
|
-$26.7M |
| 3 |
CA
Cumberland Advisors
Sarasota,
Florida
|
-$14.4M |
| 4 |
Lazard Asset Management
New York
|
-$13.9M |
| 5 |
CAN
Cetera Advisor Networks
El Segundo,
California
|
-$8.04M |
RSP Hedge Fund Activity: Q4 2016 in Review
415 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Equal Weight ETF (RSP) for Q4 2016, worth a combined $4.91B — up 23% from $4.01B a quarter earlier.
Buyers outnumbered sellers: 78 funds opened new RSP positions and 24 closed out — a net gain of 54 holders — while 162 added to existing stakes and 106 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $127M. The largest seller was Goldman Sachs, exiting entirely with an estimated $29.6M sold.
- 415 institutional investors held Invesco S&P 500 Equal Weight ETF (RSP) as of Q4 2016, up from 366 in Q3 2016.
- Funds reported $4.91B of Invesco S&P 500 Equal Weight ETF stock for Q4 2016, up 23% quarter-over-quarter.
- 78 funds opened new Invesco S&P 500 Equal Weight ETF positions in Q4 2016 and 24 closed out, a net change of +54 holders.
- The largest Invesco S&P 500 Equal Weight ETF buyer in Q4 2016 was Morgan Stanley, an estimated $127M added.
- The largest Invesco S&P 500 Equal Weight ETF seller in Q4 2016 was Goldman Sachs, an estimated $29.6M sold.
Based on aggregated 13F filings for Q4 2016.