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Invesco S&P 500 Equal Weight ETF

548 hedge funds and large institutions have $6.81B invested in Invesco S&P 500 Equal Weight ETF in 2017 Q4 according to their latest regulatory filings, with 115 funds opening new positions, 170 increasing their positions, 179 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

576% more first-time investments, than exits

New positions opened: 115 | Existing positions closed: 17

44% more funds holding in top 10

Funds holding in top 10: 5782 (+25)

20% more funds holding

Funds holding: 455548 (+93)

15% more capital invested

Capital invested by funds: $5.94B → $6.81B (+$877M)

2.21% more ownership

Funds ownership: 43.12%45.33% (+2.2%)

3% less call options, than puts

Call options by funds: $4.83M | Put options by funds: $4.96M

5% less repeat investments, than reductions

Existing positions increased: 170 | Existing positions reduced: 179

Holders
548
Holders Change
+93
Holders Change %
+20.44%
% of All Funds
12.43%
Holding in Top 10
82
Holding in Top 10 Change
+25
Holding in Top 10 Change %
+43.86%
% of All Funds
1.86%
New
115
Increased
170
Reduced
179
Closed
17
Calls
$4.83M
Puts
$4.96M
Net Calls
-$130K
Net Calls Change
-$224K
Name Holding Trade Value Shares
Change
Change in
Stake
SFSIG
476
San Francisco Sentry Investment Group
California
$182K +$136K +1,381 +329%
AIM
477
Advantage Investment Management
Iowa
$166K +$26.2K +267 +19%
IF
478
Ironwood Financial
Arizona
$163K
CHC
479
City Holding Co
West Virginia
$159K
AP
480
Atwood & Palmer
Missouri
$150K
BCP
481
Blackhawk Capital Partners
Wisconsin
$147K +$143K +1,456 New
BWA
482
Burt Wealth Advisors
Maryland
$123K -$126K -1,279 -51%
EWM
483
Evercore Wealth Management
New York
$121K
GFP
484
Gryphon Financial Partners
Ohio
$121K +$118K +1,197 New
PFGIA
485
Patriot Financial Group Insurance Agency
Massachusetts
$114K +$67.7K +690 +173%
POIA
486
Pin Oak Investment Advisors
Texas
$111K +$108K +1,104 New
WCAMG
487
Woodard & Company Asset Management Group
North Carolina
$109K +$106K +1,075 New
LCM
488
Liberty Capital Management
Michigan
$108K
ME
489
McIlrath & Eck
Washington
$107K +$104K +1,063 New
UBS AM
490
UBS AM
Illinois
$96K
ECM
491
Exchange Capital Management
Michigan
$88K -$17K -173 -17%
LWA
492
Lenox Wealth Advisors
New York
$88K +$85.9K +875 New
HWM
493
Holloway Wealth Management
Florida
$84K
CFD
494
Creative Financial Designs
Indiana
$82K
CCM
495
Cribstone Capital Management
Maine
$76K
HT
496
Heritage Trust
Oklahoma
$76K
RPG
497
Risk Paradigm Group
Texas
$73.5K -$1.96K -20 -3%
MPWT
498
MassMutual Private Wealth & Trust
Connecticut
$70.2K +$68.2K +695 New
SIM
499
Sonora Investment Management
Arizona
$69.3K +$11.9K +121 +21%
BC
500
Barnett & Company
Tennessee
$68K -$4.91K -50 -7%

RSP Hedge Fund Activity: Q4 2017 in Review

548 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Equal Weight ETF (RSP) for Q4 2017, worth a combined $6.81B — up 15% from $5.94B a quarter earlier.

Buyers outnumbered sellers: 115 funds opened new RSP positions and 17 closed out — a net gain of 98 holders — while 170 added to existing stakes and 179 trimmed.

The largest buyer was Polianta Ltd, opening a new position worth an estimated $17.6M. The largest seller was Stelac Advisory Services, cutting an estimated $13.8M.

  • 548 institutional investors held Invesco S&P 500 Equal Weight ETF (RSP) as of Q4 2017, up from 455 in Q3 2017.
  • Funds reported $6.81B of Invesco S&P 500 Equal Weight ETF stock for Q4 2017, up 15% quarter-over-quarter.
  • 115 funds opened new Invesco S&P 500 Equal Weight ETF positions in Q4 2017 and 17 closed out, a net change of +98 holders.
  • The largest Invesco S&P 500 Equal Weight ETF buyer in Q4 2017 was Polianta Ltd, an estimated $17.6M added.
  • The largest Invesco S&P 500 Equal Weight ETF seller in Q4 2017 was Stelac Advisory Services, an estimated $13.8M sold.

Based on aggregated 13F filings for Q4 2017.