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Invesco S&P 500 Equal Weight ETF

571 hedge funds and large institutions have $7.67B invested in Invesco S&P 500 Equal Weight ETF in 2018 Q3 according to their latest regulatory filings, with 54 funds opening new positions, 225 increasing their positions, 180 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

801% more call options, than puts

Call options by funds: $49.3M | Put options by funds: $5.47M

46% more first-time investments, than exits

New positions opened: 54 | Existing positions closed: 37

25% more repeat investments, than reductions

Existing positions increased: 225 | Existing positions reduced: 180

15% more capital invested

Capital invested by funds: $6.65B → $7.67B (+$1.02B)

6% more funds holding in top 10

Funds holding in top 10: 6973 (+4)

3% more funds holding

Funds holding: 556571 (+15)

1.39% more ownership

Funds ownership: 46.01%47.39% (+1.4%)

Holders
571
Holders Change
+15
Holders Change %
+2.7%
% of All Funds
13.05%
Holding in Top 10
73
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+5.8%
% of All Funds
1.67%
New
54
Increased
225
Reduced
180
Closed
37
Calls
$49.3M
Puts
$5.47M
Net Calls
+$43.8M
Net Calls Change
+$44.7M
Name Holding Trade Value Shares
Change
Change in
Stake
MIC
401
Meridian Investment Counsel
California
$408K
BIAS
402
Beacon Investment Advisory Services
New Jersey
$403K -$3.17K -30 -0.8%
GWCM
403
Godshalk Welsh Capital Management
Pennsylvania
$401K +$47.6K +450 +14%
GG
404
Gofen & Glossberg
Illinois
$397K +$393K +3,720 New
CB
405
Commerce Bank
Missouri
$389K -$7.71K -73 -2%
CCA
406
Clearwater Capital Advisors
Illinois
$384K
DIP
407
DT Investment Partners
Pennsylvania
$381K
CCT
408
Country Club Trust
Missouri
$377K +$30.6K +290 +9%
SDWMA
409
Schneider Downs Wealth Management Advisors
Pennsylvania
$358K
MCP
410
Mirador Capital Partners
California
$356K +$4.44K +42 +1%
FCB
411
First Command Bank
Texas
$355K
FCFS
412
First Command Financial Services
Texas
$355K
EWM
413
Evercore Wealth Management
New York
$352K
VA
414
Valmark Advisers
Ohio
$347K +$317 +3 +0.1%
CRC
415
Curi RMB Capital
Illinois
$344K -$63.2K -598 -16%
Simplex Trading
416
Simplex Trading
Illinois
$340K +$337K +3,187 New
SMFS
417
Squar Milner Financial Services
California
$338K -$77.6K -734 -19%
CAN
418
Claraphi Advisory Network
United States
$336K +$845 +8 +0.3%
CFA
419
Capstone Financial Advisors
Illinois
$332K
CWM
420
Connecticut Wealth Management
Connecticut
$331K +$634 +6 +0.2%
MHS
421
M Holdings Securities
Oregon
$323K
PCTC
422
Perkins Coie Trust Company
Washington
$320K
TCOV
423
Trust Company of Vermont
Vermont
$320K +$7.71K +73 +3%
MIM
424
Macroview Investment Management
Maryland
$319K +$1.06K +10 +0.3%
DAS
425
Dynamic Advisor Solutions
Arizona
$316K -$174K -1,644 -36%

RSP Hedge Fund Activity: Q3 2018 in Review

571 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Equal Weight ETF (RSP) for Q3 2018, worth a combined $7.67B — up 15% from $6.65B a quarter earlier.

Buyers outnumbered sellers: 54 funds opened new RSP positions and 37 closed out — a net gain of 17 holders — while 225 added to existing stakes and 180 trimmed.

The largest buyer was Horizon Investments, opening a new position worth an estimated $246M. The largest seller was Varma Mutual Pension Insurance Co, cutting an estimated $195M.

  • 571 institutional investors held Invesco S&P 500 Equal Weight ETF (RSP) as of Q3 2018, up from 556 in Q2 2018.
  • Funds reported $7.67B of Invesco S&P 500 Equal Weight ETF stock for Q3 2018, up 15% quarter-over-quarter.
  • 54 funds opened new Invesco S&P 500 Equal Weight ETF positions in Q3 2018 and 37 closed out, a net change of +17 holders.
  • The largest Invesco S&P 500 Equal Weight ETF buyer in Q3 2018 was Horizon Investments, an estimated $246M added.
  • The largest Invesco S&P 500 Equal Weight ETF seller in Q3 2018 was Varma Mutual Pension Insurance Co, an estimated $195M sold.

Based on aggregated 13F filings for Q3 2018.