Invesco S&P 500 Equal Weight ETF
654 hedge funds and large institutions have $7.26B invested in Invesco S&P 500 Equal Weight ETF in 2019 Q3 according to their latest regulatory filings, with 53 funds opening new positions, 209 increasing their positions, 243 reducing their positions, and 49 closing their positions.
351% more call options, than puts
Call options by funds: $26.1M | Put options by funds: $5.8M
8% more first-time investments, than exits
New positions opened: 53 | Existing positions closed: 49
0% less funds holding
Funds holding: 656 → 654 (-2)
4% less capital invested
Capital invested by funds: $7.56B → $7.26B (-$296M)
1.13% less ownership
Funds ownership: 47.02% → 45.89% (-1.1%)
14% less repeat investments, than reductions
Existing positions increased: 209 | Existing positions reduced: 243
18% less funds holding in top 10
Funds holding in top 10: 79 → 65 (-14)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$37M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$21.3M |
| 3 |
Goldman Sachs
New York
|
+$17.1M |
| 4 |
BAAM
Baker Avenue Asset Management
San Francisco,
California
|
+$14M |
| 5 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
+$9.58M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HI
Horizon Investments
Charlotte,
North Carolina
|
-$55.2M |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$44.1M |
| 3 |
BTS
BB&T Securities
Richmond,
Virginia
|
-$40.5M |
| 4 |
Morgan Stanley
New York
|
-$27.7M |
| 5 |
SHJ
Sharkey, Howes & Javer
Denver,
Colorado
|
-$23.9M |
RSP Hedge Fund Activity: Q3 2019 in Review
654 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Equal Weight ETF (RSP) for Q3 2019, worth a combined $7.26B — down 3.9% from $7.56B a quarter earlier.
Buyers outnumbered sellers: 53 funds opened new RSP positions and 49 closed out — a net gain of 4 holders — while 209 added to existing stakes and 243 trimmed.
The largest buyer was Bank of Montreal, adding an estimated $37M. The largest seller was Horizon Investments, cutting an estimated $55.2M.
- 654 institutional investors held Invesco S&P 500 Equal Weight ETF (RSP) as of Q3 2019, down from 656 in Q2 2019.
- Funds reported $7.26B of Invesco S&P 500 Equal Weight ETF stock for Q3 2019, down 3.9% quarter-over-quarter.
- 53 funds opened new Invesco S&P 500 Equal Weight ETF positions in Q3 2019 and 49 closed out, a net change of +4 holders.
- The largest Invesco S&P 500 Equal Weight ETF buyer in Q3 2019 was Bank of Montreal, an estimated $37M added.
- The largest Invesco S&P 500 Equal Weight ETF seller in Q3 2019 was Horizon Investments, an estimated $55.2M sold.
Based on aggregated 13F filings for Q3 2019.