We are live on ! Find out more
RSP icon

Invesco S&P 500 Equal Weight ETF

656 hedge funds and large institutions have $7.56B invested in Invesco S&P 500 Equal Weight ETF in 2019 Q2 according to their latest regulatory filings, with 56 funds opening new positions, 236 increasing their positions, 234 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

554% more call options, than puts

Call options by funds: $10.2M | Put options by funds: $1.56M

40% more first-time investments, than exits

New positions opened: 56 | Existing positions closed: 40

1% more funds holding

Funds holding: 647656 (+9)

3% more capital invested

Capital invested by funds: $7.35B → $7.56B (+$202M)

1% more repeat investments, than reductions

Existing positions increased: 236 | Existing positions reduced: 234

0.35% less ownership

Funds ownership: 47.37%47.02% (-0.35%)

8% less funds holding in top 10

Funds holding in top 10: 8679 (-7)

Holders
656
Holders Change
+9
Holders Change %
+1.39%
% of All Funds
14.25%
Holding in Top 10
79
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-8.14%
% of All Funds
1.72%
New
56
Increased
236
Reduced
234
Closed
40
Calls
$10.2M
Puts
$1.56M
Net Calls
+$8.64M
Net Calls Change
-$3.92M
Name Holding Trade Value Shares
Change
Change in
Stake
ET
426
Equitable Trust
Tennessee
$539K
I
427
INVST
Indiana
$523K +$510K +4,821 New
DLCIG
428
D.L. Carlson Investment Group
New Hampshire
$520K -$5.82K -55 -1%
DOA
429
D'Orazio & Associates
Virginia
$517K -$26.5K -250 -5%
TVAMP
430
Tennessee Valley Asset Management Partners
Tennessee
$511K -$2.22K -21 -0.4%
PP
431
Patten & Patten
Tennessee
$502K -$44.1K -417 -8%
JWM
432
Jupiter Wealth Management
Colorado
$489K
AA
433
Ancora Advisors
Ohio
$479K -$53.1K -502 -10%
Luther King Capital Management (LKCM)
434
Luther King Capital Management (LKCM)
Texas
$471K
TCOV
435
Trust Company of Vermont
Vermont
$470K +$156K +1,473 +51%
HIIFS
436
Harel Insurance Investments & Financial Services
Israel
$461K +$450K +4,250 New
BA
437
Birinyi Associates
Connecticut
$460K -$106K -1,000 -19%
DP
438
Denver PWM
Colorado
$452K -$14.8K -140 -3%
HPC
439
Hobart Private Capital
North Carolina
$448K -$146K -1,380 -25%
WA
440
Wealth Architects
California
$448K -$25.3K -239 -5%
VA
441
Valmark Advisers
Ohio
$445K +$38.9K +367 +10%
CW
442
CreativeOne Wealth
Kansas
$445K +$93.9K +887 +27%
RWA
443
Ropes Wealth Advisors
Massachusetts
$443K -$196K -1,850 -31%
BFA
444
Brendel Financial Advisors
New Hampshire
$439K +$22.2K +210 +5%
GT
445
Glenview Trust
Kentucky
$438K
GIA
446
Gladstone Institutional Advisory
Florida
$436K +$37.3K +352 +10%
BDF
447
Black Diamond Financial
Maryland
$431K
CAM
448
Carret Asset Management
New York
$431K
GP
449
Girard Partners
Pennsylvania
$431K +$741 +7 +0.2%
MFGP
450
Marshall Financial Group (Pennsylvania)
Pennsylvania
$427K

RSP Hedge Fund Activity: Q2 2019 in Review

656 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Equal Weight ETF (RSP) for Q2 2019, worth a combined $7.56B — up 2.7% from $7.35B a quarter earlier.

Buyers outnumbered sellers: 56 funds opened new RSP positions and 40 closed out — a net gain of 16 holders — while 236 added to existing stakes and 234 trimmed.

The largest buyer was BB&T Securities, adding an estimated $43M. The largest seller was Horizon Investments, cutting an estimated $47.6M.

  • 656 institutional investors held Invesco S&P 500 Equal Weight ETF (RSP) as of Q2 2019, up from 647 in Q1 2019.
  • Funds reported $7.56B of Invesco S&P 500 Equal Weight ETF stock for Q2 2019, up 2.7% quarter-over-quarter.
  • 56 funds opened new Invesco S&P 500 Equal Weight ETF positions in Q2 2019 and 40 closed out, a net change of +16 holders.
  • The largest Invesco S&P 500 Equal Weight ETF buyer in Q2 2019 was BB&T Securities, an estimated $43M added.
  • The largest Invesco S&P 500 Equal Weight ETF seller in Q2 2019 was Horizon Investments, an estimated $47.6M sold.

Based on aggregated 13F filings for Q2 2019.