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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
HCM
426
Hengehold Capital Management
Ohio
$493K -$24.9M -258,627 -98%
GLA
427
Good Life Advisors
Pennsylvania
$487K -$37.8K -392 -8%
SBWM
428
Sunflower Bank Wealth Management
Arizona
$486K
SA
429
Silversage Advisors
California
$485K +$20.8K +216 +6%
BFEC
430
Benjamin F. Edwards & Company
Missouri
$484K -$65.9K -683 -13%
IFG
431
Independent Financial Group
California
$483K +$16.2K +168 +4%
CA
432
CapWealth Advisors
Tennessee
$482K +$88.7K +920 +24%
DOA
433
D'Orazio & Associates
Virginia
$481K
EPWM
434
Essex Private Wealth Management
Massachusetts
$479K -$149K -1,543 -25%
CC
435
Centiva Capital
New York
$471K +$446K +4,628 New
PWA
436
Peterson Wealth Advisors
Utah
$468K -$197K -2,046 -31%
WWM
437
Windsor Wealth Management
Indiana
$467K -$237K -2,462 -35%
BCP
438
Blue Chip Partners
Michigan
$467K -$7.33K -76 -2%
DY
439
Dowling & Yahnke
California
$461K -$97.9K -1,015 -18%
OMC
440
Old Mission Capital
Illinois
$458K -$10.8M -111,624 -96%
Kovitz Investment Group Partners
441
Kovitz Investment Group Partners
Illinois
$457K
PP
442
Patten & Patten
Tennessee
$456K
DWM
443
Dakota Wealth Management
Florida
$454K
First Manhattan
444
First Manhattan
New York
$452K -$14.7K -152 -3%
DI
445
Diligent Investors
California
$449K +$425K +4,410 New
CAM
446
Carret Asset Management
New York
$436K
WSC
447
Wellington Shields & Co
New York
$428K +$193 +2 +0%
WOSD
448
WFA of San Diego
California
$427K +$404K +4,192 New
MAFM
449
Mid Atlantic Financial Management
Pennsylvania
$426K -$176K -1,822 -30%
BHWM
450
Bay Harbor Wealth Management
Maryland
$425K -$453K -4,699 -53%

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.