Invesco S&P 500 Equal Weight ETF
438 hedge funds and large institutions have $5.79B invested in Invesco S&P 500 Equal Weight ETF in 2017 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 195 increasing their positions, 138 reducing their positions, and 23 closing their positions.
43% more first-time investments, than exits
New positions opened: 33 | Existing positions closed: 23
41% more repeat investments, than reductions
Existing positions increased: 195 | Existing positions reduced: 138
17% more call options, than puts
Call options by funds: $6.92M | Put options by funds: $5.9M
5% more capital invested
Capital invested by funds: $5.49B → $5.79B (+$302M)
1% more funds holding
Funds holding: 433 → 438 (+5)
0.47% more ownership
Funds ownership: 42.38% → 42.85% (+0.47%)
0% more funds holding in top 10
Funds holding in top 10: 55 → 55 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$186M |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$39.2M |
| 3 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$13.3M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$10.5M |
| 5 |
BCI
Brinker Capital Investments
Berwyn,
Pennsylvania
|
+$10.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
-$40.4M |
| 2 |
LPT
Legacy Private Trust
Neenah,
Wisconsin
|
-$19.5M |
| 3 |
LFAS
Level Four Advisory Services
Dallas,
Texas
|
-$19.1M |
| 4 |
Morgan Stanley
New York
|
-$14.7M |
| 5 |
Jane Street
New York
|
-$12.9M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SIC
451
Salem Investment Counselors
Winston Salem,
North Carolina
| – | -$73K | -800 | Closed |
|
|
MAS
452
Madden Advisory Services
Jacksonville,
Florida
| – | -$68K | -753 | Closed |
|
|
JFA
453
JNBA Financial Advisors
Bloomington,
Minnesota
| – | -$40K | -435 | Closed |
|
|
WP
454
WealthPLAN Partners
Omaha,
Nebraska
| – | -$36.2K | -401 | Closed |
|
|
MIFH
455
Migdal Insurance & Financial Holdings
Petach Tikva,
Israel
| – | -$36K | -400 | Closed |
|
|
WAM
456
Watermark Asset Management
San Ramon,
California
| – | -$19K | -205 | Closed |
|
|
WT
457
Whittier Trust
South Pasadena,
California
| – | -$18K | -200 | Closed |
|
|
CG
458
Cutler Group
San Francisco,
California
| – | -$9.63K | -105 | Closed |
|
459
Victory Capital Management
San Antonio,
Texas
| – | -$7K | -74 | Closed |
|
|
HCA
460
Harbour Capital Advisors
Tysons Corner,
Virginia
| – | -$3.27K | -36 | Closed |
|
RSP Hedge Fund Activity: Q2 2017 in Review
438 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Equal Weight ETF (RSP) for Q2 2017, worth a combined $5.79B — up 5.5% from $5.49B a quarter earlier.
Buyers outnumbered sellers: 33 funds opened new RSP positions and 23 closed out — a net gain of 10 holders — while 195 added to existing stakes and 138 trimmed.
The largest buyer was LPL Financial, adding an estimated $186M. The largest seller was Wells Fargo, cutting an estimated $40.4M.
- 438 institutional investors held Invesco S&P 500 Equal Weight ETF (RSP) as of Q2 2017, up from 433 in Q1 2017.
- Funds reported $5.79B of Invesco S&P 500 Equal Weight ETF stock for Q2 2017, up 5.5% quarter-over-quarter.
- 33 funds opened new Invesco S&P 500 Equal Weight ETF positions in Q2 2017 and 23 closed out, a net change of +10 holders.
- The largest Invesco S&P 500 Equal Weight ETF buyer in Q2 2017 was LPL Financial, an estimated $186M added.
- The largest Invesco S&P 500 Equal Weight ETF seller in Q2 2017 was Wells Fargo, an estimated $40.4M sold.
Based on aggregated 13F filings for Q2 2017.