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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
WEC
501
Winslow Evans & Crocker
Massachusetts
$108K
ONST
502
Old North State Trust
North Carolina
$107K +$106K +1,005 New
AP
503
Atwood & Palmer
Missouri
$99K -$5.28K -50 -5%
HWM
504
Holloway Wealth Management
Florida
$98K
ME
505
McIlrath & Eck
Washington
$94K -$19.4K -184 -17%
William Blair & Company
506
William Blair & Company
Illinois
$94K +$53.7K +508 +137%
LWA
507
Lenox Wealth Advisors
New York
$89K
CFD
508
Creative Financial Designs
Indiana
$87K +$106 +1 +0.1%
AIM
509
Advantage Investment Management
Iowa
$85K +$3.28K +31 +4%
HT
510
Heritage Trust
Oklahoma
$81K
CFG
511
Cambridge Financial Group
Ohio
$70.5K
FC
512
Ferris Capital
Massachusetts
$69K
AAM
513
Advisors Asset Management
Colorado
$67K
PCM
514
Princeton Capital Management
New Jersey
$67K +$29.7K +281 +80%
IGGA
515
Iron Gate Global Advisors
Utah
$64K -$65.4K -619 -53%
RWA
516
River Wealth Advisors
Pennsylvania
$64K
BWP
517
Baldwin Wealth Partners
Massachusetts
$61K
SIM
518
Sonora Investment Management
Arizona
$60K
M
519
MOTCO
Texas
$59K
AIM
520
Anchor Investment Management
South Carolina
$57.4K
BC
521
Barnett & Company
Tennessee
$53K
HDIM
522
Hanson & Doremus Investment Management
Vermont
$53K
AF
523
Allworth Financial
California
$51K -$4.12K -39 -8%
CCM
524
Cribstone Capital Management
Maine
$51K
VCM
525
Versant Capital Management
Arizona
$51K +$50.5K +478 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.