We are live on ! Find out more
RSP icon

Invesco S&P 500 Equal Weight ETF

556 hedge funds and large institutions have $6.65B invested in Invesco S&P 500 Equal Weight ETF in 2018 Q2 according to their latest regulatory filings, with 122 funds opening new positions, 159 increasing their positions, 177 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

171% more first-time investments, than exits

New positions opened: 122 | Existing positions closed: 45

15% more funds holding

Funds holding: 483556 (+73)

10% more capital invested

Capital invested by funds: $6.03B → $6.65B (+$622M)

8% more funds holding in top 10

Funds holding in top 10: 6469 (+5)

4.54% more ownership

Funds ownership: 41.47%46.01% (+4.5%)

10% less repeat investments, than reductions

Existing positions increased: 159 | Existing positions reduced: 177

15% less call options, than puts

Call options by funds: $5.15M | Put options by funds: $6.07M

Holders
556
Holders Change
+73
Holders Change %
+15.11%
% of All Funds
12.73%
Holding in Top 10
69
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+7.81%
% of All Funds
1.58%
New
122
Increased
159
Reduced
177
Closed
45
Calls
$5.15M
Puts
$6.07M
Net Calls
-$918K
Net Calls Change
+$5.33M
Name Holding Trade Value Shares
Change
Change in
Stake
WCAMG
451
Woodard & Company Asset Management Group
North Carolina
$228K
CWM
452
Chesapeake Wealth Management
Virginia
$224K -$11.5K -113 -5%
Fiera Capital (Canada)
453
Fiera Capital (Canada)
Quebec, Canada
$224K +$223K +2,200 New
AFIA
454
America First Investment Advisors
Nebraska
$218K +$8.31K +82 +4%
KCM
455
Kanawha Capital Management
Virginia
$217K -$4.56K -45 -2%
EF
456
Empirical Finance
Pennsylvania
$213K -$1.87M -18,469 -90%
HB
457
Homrich & Berg
Georgia
$210K -$55.2K -545 -21%
MCI
458
McDonald Capital Investors
California
$209K
QCMC
459
Quantum Capital Management (California)
California
$209K
CW
460
CreativeOne Wealth
Kansas
$209K +$208K +2,054 New
RW
461
Rand Wealth
Maryland
$207K +$206K +2,032 New
FCH
462
Freestone Capital Holdings
Washington
$207K +$206K +2,036 New
FHA
463
Flagship Harbor Advisors
Massachusetts
$206K +$205K +2,025 New
TIM
464
Tortoise Investment Management
New York
$205K
RWM
465
Ritholtz Wealth Management
New York
$205K +$204K +2,010 New
SAM
466
Selway Asset Management
$204K +$203K +2,000 New
PG
467
Patten Group
Tennessee
$199K +$198K +1,950 New
PCG
468
Private Capital Group
Connecticut
$190K
TSW
469
Thompson Siegel & Walmsley
Virginia
$190K
SFSIG
470
San Francisco Sentry Investment Group
California
$187K +$3.75K +37 +2%
GI
471
GS Investments
Minnesota
$182K +$181K +1,790 New
IF
472
Ironwood Financial
Arizona
$160K +$159K +1,566 New
ADL
473
Asset Dedication LLC
California
$150K +$149K +1,469 New
LA
474
Legacy Advisors
Pennsylvania
$146K +$145K +1,435 New
CWA
475
Clarus Wealth Advisors
Arizona
$142K +$144K +1,425 New

RSP Hedge Fund Activity: Q2 2018 in Review

556 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Equal Weight ETF (RSP) for Q2 2018, worth a combined $6.65B — up 10% from $6.03B a quarter earlier.

Buyers outnumbered sellers: 122 funds opened new RSP positions and 45 closed out — a net gain of 77 holders — while 159 added to existing stakes and 177 trimmed.

The largest buyer was Cornerstone Wealth Management, adding an estimated $191M. The largest seller was Bank of America, cutting an estimated $118M.

  • 556 institutional investors held Invesco S&P 500 Equal Weight ETF (RSP) as of Q2 2018, up from 483 in Q1 2018.
  • Funds reported $6.65B of Invesco S&P 500 Equal Weight ETF stock for Q2 2018, up 10% quarter-over-quarter.
  • 122 funds opened new Invesco S&P 500 Equal Weight ETF positions in Q2 2018 and 45 closed out, a net change of +77 holders.
  • The largest Invesco S&P 500 Equal Weight ETF buyer in Q2 2018 was Cornerstone Wealth Management, an estimated $191M added.
  • The largest Invesco S&P 500 Equal Weight ETF seller in Q2 2018 was Bank of America, an estimated $118M sold.

Based on aggregated 13F filings for Q2 2018.