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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
WWM
401
Western Wealth Management
Colorado
$577K -$9.64K -100 -2%
FCI
402
Financial Counselors Inc
Kansas
$560K +$530K +5,500 New
PM
403
Penbrook Management
New York
$559K
TAM
404
Townsend Asset Management
North Carolina
$555K +$14.5K +150 +3%
WCAMG
405
Woodard & Company Asset Management Group
North Carolina
$550K +$9.06K +94 +2%
MFW
406
Mosaic Family Wealth
Missouri
$548K -$32K -332 -6%
UB
407
UMB Bank
Missouri
$548K -$8.68K -90 -2%
PG
408
Prostatis Group
Maryland
$547K +$519K +5,377 New
GAM
409
Garrison Asset Management
Arkansas
$547K +$284K +2,941 +121%
BAM
410
Belpointe Asset Management
Nevada
$545K -$259K -2,686 -33%
MBTD
411
Mechanics Bank - Trust Department
California
$539K -$248K -2,575 -33%
BIM
412
Bridges Investment Management
Nebraska
$539K
ACM
413
Ategra Capital Management
Virginia
$538K
TW
414
TrinityPoint Wealth
Connecticut
$535K -$110K -1,139 -18%
FPB
415
First PREMIER Bank
South Dakota
$535K
CMP
416
Courage Miller Partners
Virginia
$532K +$504K +5,230 New
GC
417
Gratus Capital
Georgia
$525K
PVH
418
Psagot Value Holdings
Israel
$520K
PWP
419
Principle Wealth Partners
Connecticut
$509K
SLWS
420
Swaine & Leidel Wealth Services
Florida
$509K
W
421
WealthStone
Ohio
$509K +$482K +5,000 New
HH
422
Hilltop Holdings
Texas
$502K +$57.5K +596 +14%
SSB
423
Sandy Spring Bank
Maryland
$501K -$42.9K -445 -8%
FNBT
424
FineMark National Bank & Trust
Florida
$500K -$4.82K -50 -1%
TVAMP
425
Tennessee Valley Asset Management Partners
Tennessee
$498K +$9.84K +102 +2%

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.