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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
MIFH
401
Migdal Insurance & Financial Holdings
Israel
$36K -$22.3K -248 -38%
AWM
402
Avior Wealth Management
Nebraska
$36K
PFGIA
403
Patriot Financial Group Insurance Agency
Massachusetts
$36K
ACM
404
Armbruster Capital Management
New York
$32K
FMII
405
Farmers & Merchants Investments Inc
Nebraska
$32K
FWM
406
Focused Wealth Management
New York
$32K +$90 +1 +0.3%
AIM
407
Anchor Investment Management
South Carolina
$27.2K -$8.97K -100 -25%
IWM
408
IHT Wealth Management
Illinois
$24K -$182K -2,030 -93%
IP
409
Intellectus Partners
California
$23K
HA
410
Harfst & Associates
Wyoming
$20K +$19.9K +222 New
WAM
411
Watermark Asset Management
California
$19K +$18.4K +205 New
WB
412
Webster Bank
Connecticut
$18K -$11.5K -128 -39%
WT
413
Whittier Trust
California
$18K
MSFP
414
Mark Sheptoff Financial Planning
Connecticut
$18K +$90 +1 +0.5%
RFWA
415
RPg Family Wealth Advisory
Massachusetts
$17.3K -$3.5K -39 -17%
IPC
416
Independent Portfolio Consultants
Florida
$15K -$928K -10,347 -98%
GI
417
Gradient Investments
Minnesota
$13K
PFBT
418
Parkside Financial Bank & Trust
Missouri
$13K
MIM
419
Macroview Investment Management
Maryland
$12K
NR
420
Newfound Research
Massachusetts
$10K +$90 +1 +0.9%
CG
421
Cutler Group
California
$9K -$53.8K -600 -85%
AF
422
Allworth Financial
California
$7K
Victory Capital Management
423
Victory Capital Management
Texas
$7K +$5.74K +64 +640%
HS
424
Horan Securities
United States
$6K +$6.28K +70 New
OAJ
425
Ogorek Anthony Joseph
New York
$5K

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.