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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
CFA
426
Carroll Financial Associates
North Carolina
$315K -$10.5K -99 -3%
FNBSF
427
First National Bank Sioux Falls
South Dakota
$308K
W
428
Wealthfront
California
$307K -$4.44K -42 -1%
SCA
429
Sage Capital Advisors
South Dakota
$306K -$429K -4,064 -59%
SWM
430
Segment Wealth Management
Texas
$304K
FA
431
FCG Advisors
New Jersey
$301K +$3.28K +31 +1%
GAM
432
Garrison Asset Management
Arkansas
$296K
FAM
433
Foothills Asset Management
Arizona
$291K -$157K -1,481 -35%
BWA
434
BDO Wealth Advisors
Florida
$290K
WS
435
Wedbush Securities
California
$290K +$38.8K +367 +16%
ONB
436
Old National Bancorp
Indiana
$288K
BPCE
437
Bank Pictet & Cie (Europe)
Germany
$287K
CBA
438
Coastal Bridge Advisors
Connecticut
$287K
SBSB
439
Sullivan, Bruyette, Speros & Blaney
Virginia
$281K
DDPIC
440
Deroy & Devereaux Private Investment Counsel
Michigan
$280K
MCM
441
MAI Capital Management
Ohio
$275K +$21K +199 +8%
FFA
442
Fragasso Financial Advisors
Pennsylvania
$274K +$18.7K +177 +7%
NFG
443
Nations Financial Group
Iowa
$269K
BTW
444
Boston Trust Walden
Massachusetts
$267K -$39.6K -375 -13%
DAC
445
Dividend Assets Capital
South Carolina
$267K
NFC
446
Northeast Financial Consultants
Connecticut
$267K
SFG
447
StrategIQ Financial Group
Indiana
$266K +$528 +5 +0.2%
Fifth Third Bancorp
448
Fifth Third Bancorp
Ohio
$264K -$6.13K -58 -2%
RRWA
449
Rainey & Randall Wealth Advisors
Florida
$262K +$259K +2,448 New
AIM
450
Arcadia Investment Management
Michigan
$260K +$106 +1 +0%

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.