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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
PWM
451
Paulson Wealth Management
Illinois
$420K -$45K -467 -10%
SIC
452
Samalin Investment Counsel
New York
$415K -$2.51K -26 -0.6%
BDF
453
Black Diamond Financial
Maryland
$415K
ABTD
454
Arvest Bank Trust Division
Oklahoma
$415K +$394K +4,083 New
WA
455
Wealth Architects
California
$414K -$8.68K -90 -2%
RWG
456
Regal Wealth Group
California
$412K -$69.9K -725 -15%
MWM
457
Merriman Wealth Management
Washington
$411K +$4.53K +47 +1%
DLCIG
458
D.L. Carlson Investment Group
New Hampshire
$409K -$127K -1,320 -25%
MFGP
459
Marshall Financial Group (Pennsylvania)
Pennsylvania
$409K +$3.09K +32 +0.8%
PA
460
Parallel Advisors
California
$407K -$158K -1,640 -29%
GRP
461
Global Retirement Partners
California
$396K -$20.1K -208 -5%
FNBOO
462
First National Bank of Omaha
Nebraska
$396K -$8.68K -90 -2%
SFG
463
StrategIQ Financial Group
Indiana
$396K
FNBOSM
464
First National Bank of South Miami
Florida
$392K +$372K +3,855 New
BFA
465
Brendel Financial Advisors
New Hampshire
$387K -$2.31K -24 -0.6%
VWA
466
V Wealth Advisors
Kansas
$383K -$819K -8,493 -69%
VA
467
Valmark Advisers
Ohio
$361K +$289 +3 +0.1%
AFS
468
Aft Forsyth & Sober
Florida
$361K +$57.9K +600 +20%
S
469
SignatureFD
Georgia
$353K -$13K -135 -4%
ANTB
470
AMG National Trust Bank
Colorado
$351K +$333K +3,450 New
MGIA
471
Moneta Group Investment Advisors
Missouri
$345K -$193 -2 -0.1%
GKWIM
472
Gerber Kawasaki Wealth & Investment Management
California
$342K -$213K -2,212 -40%
TIA
473
Traphagen Investment Advisors
New Jersey
$341K -$2.99K -31 -0.4%
CWA
474
Capital Wealth Alliance
Arizona
$340K -$1.28M -13,291 -80%
FNBSF
475
First National Bank Sioux Falls
South Dakota
$340K -$21.3K -221 -6%

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.