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Invesco S&P 500 Equal Weight ETF

571 hedge funds and large institutions have $7.67B invested in Invesco S&P 500 Equal Weight ETF in 2018 Q3 according to their latest regulatory filings, with 54 funds opening new positions, 225 increasing their positions, 180 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

801% more call options, than puts

Call options by funds: $49.3M | Put options by funds: $5.47M

46% more first-time investments, than exits

New positions opened: 54 | Existing positions closed: 37

25% more repeat investments, than reductions

Existing positions increased: 225 | Existing positions reduced: 180

15% more capital invested

Capital invested by funds: $6.65B → $7.67B (+$1.02B)

6% more funds holding in top 10

Funds holding in top 10: 6973 (+4)

3% more funds holding

Funds holding: 556571 (+15)

1.39% more ownership

Funds ownership: 46.01%47.39% (+1.4%)

Holders
571
Holders Change
+15
Holders Change %
+2.7%
% of All Funds
13.05%
Holding in Top 10
73
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+5.8%
% of All Funds
1.67%
New
54
Increased
225
Reduced
180
Closed
37
Calls
$49.3M
Puts
$5.47M
Net Calls
+$43.8M
Net Calls Change
+$44.7M
Name Holding Trade Value Shares
Change
Change in
Stake
TIM
476
Tortoise Investment Management
New York
$214K
MCA
477
Mercer Capital Advisers
New Jersey
$213K -$174K -1,650 -45%
GJIC
478
Gamble Jones Investment Counsel
California
$212K -$26.4K -250 -11%
IIC
479
Integrated Investment Consultants
Michigan
$212K +$209K +1,981 New
PGA
480
Premia Global Advisors
Florida
$210K -$641K -6,067 -75%
CW
481
CreativeOne Wealth
Kansas
$205K -$14.6K -138 -7%
TSW
482
Thompson Siegel & Walmsley
Virginia
$200K
SP
483
Successful Portfolios
Florida
$200K +$198K +1,872 New
PCG
484
Private Capital Group
Connecticut
$199K
SFSIG
485
San Francisco Sentry Investment Group
California
$196K
GI
486
GS Investments
Minnesota
$189K -$2.01K -19 -1%
FHA
487
Flagship Harbor Advisors
Massachusetts
$182K -$33.9K -321 -16%
CBT
488
Capital Bank & Trust
California
$172K +$170K +1,608 New
IF
489
Ironwood Financial
Arizona
$167K
LA
490
Legacy Advisors
Pennsylvania
$154K +$634 +6 +0.4%
CWA
491
Clarus Wealth Advisors
Arizona
$154K +$2.22K +21 +1%
NFG
492
Next Financial Group
Texas
$144K -$238K -2,251 -63%
RCAG
493
Rehmann Capital Advisory Group
Michigan
$141K +$124K +1,171 +781%
MWPCG
494
Measured Wealth Private Client Group
New Hampshire
$131K +$130K +1,231 New
ADL
495
Asset Dedication LLC
California
$130K -$26.8K -254 -17%
JA
496
JOYN Advisors
Georgia
$126K +$13.7K +130 +12%
WWMSC
497
Wagner Wealth Management (South Carolina)
South Carolina
$120K
POIA
498
Pin Oak Investment Advisors
Texas
$118K +$211 +2 +0.2%
NPP
499
New Potomac Partners
Maryland
$117K +$4.75K +45 +4%
CFGS
500
Concourse Financial Group Securities
Alabama
$117K +$116K +1,095 New

RSP Hedge Fund Activity: Q3 2018 in Review

571 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Equal Weight ETF (RSP) for Q3 2018, worth a combined $7.67B — up 15% from $6.65B a quarter earlier.

Buyers outnumbered sellers: 54 funds opened new RSP positions and 37 closed out — a net gain of 17 holders — while 225 added to existing stakes and 180 trimmed.

The largest buyer was Horizon Investments, opening a new position worth an estimated $246M. The largest seller was Varma Mutual Pension Insurance Co, cutting an estimated $195M.

  • 571 institutional investors held Invesco S&P 500 Equal Weight ETF (RSP) as of Q3 2018, up from 556 in Q2 2018.
  • Funds reported $7.67B of Invesco S&P 500 Equal Weight ETF stock for Q3 2018, up 15% quarter-over-quarter.
  • 54 funds opened new Invesco S&P 500 Equal Weight ETF positions in Q3 2018 and 37 closed out, a net change of +17 holders.
  • The largest Invesco S&P 500 Equal Weight ETF buyer in Q3 2018 was Horizon Investments, an estimated $246M added.
  • The largest Invesco S&P 500 Equal Weight ETF seller in Q3 2018 was Varma Mutual Pension Insurance Co, an estimated $195M sold.

Based on aggregated 13F filings for Q3 2018.