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Invesco S&P 500 Equal Weight ETF

455 hedge funds and large institutions have $5.94B invested in Invesco S&P 500 Equal Weight ETF in 2017 Q3 according to their latest regulatory filings, with 41 funds opening new positions, 166 increasing their positions, 184 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

105% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 20

4% more funds holding

Funds holding: 438455 (+17)

4% more funds holding in top 10

Funds holding in top 10: 5557 (+2)

3% more capital invested

Capital invested by funds: $5.79B → $5.94B (+$147M)

2% more call options, than puts

Call options by funds: $6.3M | Put options by funds: $6.21M

0.27% more ownership

Funds ownership: 42.85%43.12% (+0.27%)

10% less repeat investments, than reductions

Existing positions increased: 166 | Existing positions reduced: 184

Holders
455
Holders Change
+17
Holders Change %
+3.88%
% of All Funds
11.34%
Holding in Top 10
57
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+3.64%
% of All Funds
1.42%
New
41
Increased
166
Reduced
184
Closed
20
Calls
$6.3M
Puts
$6.21M
Net Calls
+$94K
Net Calls Change
-$928K
Name Holding Trade Value Shares
Change
Change in
Stake
HDIM
426
Hanson & Doremus Investment Management
Vermont
$48K
AF
427
Allworth Financial
California
$46K
HCA
428
Horan Capital Advisors
Ohio
$41K +$40.2K +430 New
HR
429
Howe & Rusling
New York
$40K
SFSIG
430
San Francisco Sentry Investment Group
California
$40K
AWM
431
Avior Wealth Management
Nebraska
$38K
PFGIA
432
Patriot Financial Group Insurance Agency
Massachusetts
$38K
ACM
433
Armbruster Capital Management
New York
$33K
FWM
434
Focused Wealth Management
New York
$33K +$94 +1 +0.3%
AIM
435
Anchor Investment Management
South Carolina
$28.7K
MIM
436
Macroview Investment Management
Maryland
$28K +$11.8K +126 +75%
IP
437
Intellectus Partners
California
$24K
MSFP
438
Mark Sheptoff Financial Planning
Connecticut
$19K
WB
439
Webster Bank
Connecticut
$19K
TRCT
440
Tower Research Capital (TRC)
New York
$14K -$701K -7,489 -98%
FMII
441
Farmers & Merchants Investments Inc
Nebraska
$14K
PFBT
442
Parkside Financial Bank & Trust
Missouri
$14K
JCM
443
Jacobi Capital Management
Pennsylvania
$14K +$94 +1 +0.7%
CCM
444
Covington Capital Management
California
$13K +$13.2K +141 New
BONST
445
Bank of Nova Scotia Trust
Ontario, Canada
$12K +$12.2K +130 New
NR
446
Newfound Research
Massachusetts
$11K
WA
447
WealthTrust-Arizona
Arizona
$10K -$117K -1,252 -92%
HS
448
Horan Securities
United States
$7K
BWM
449
Baystate Wealth Management
Massachusetts
$5K
OAJ
450
Ogorek Anthony Joseph
New York
$5K

RSP Hedge Fund Activity: Q3 2017 in Review

455 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Equal Weight ETF (RSP) for Q3 2017, worth a combined $5.94B — up 2.5% from $5.79B a quarter earlier.

Buyers outnumbered sellers: 41 funds opened new RSP positions and 20 closed out — a net gain of 21 holders — while 166 added to existing stakes and 184 trimmed.

The largest buyer was Level Four Advisory Services, adding an estimated $24.2M. The largest seller was UBS Group, cutting an estimated $53.4M.

  • 455 institutional investors held Invesco S&P 500 Equal Weight ETF (RSP) as of Q3 2017, up from 438 in Q2 2017.
  • Funds reported $5.94B of Invesco S&P 500 Equal Weight ETF stock for Q3 2017, up 2.5% quarter-over-quarter.
  • 41 funds opened new Invesco S&P 500 Equal Weight ETF positions in Q3 2017 and 20 closed out, a net change of +21 holders.
  • The largest Invesco S&P 500 Equal Weight ETF buyer in Q3 2017 was Level Four Advisory Services, an estimated $24.2M added.
  • The largest Invesco S&P 500 Equal Weight ETF seller in Q3 2017 was UBS Group, an estimated $53.4M sold.

Based on aggregated 13F filings for Q3 2017.