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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
MCA
501
Magnolia Capital Advisors
Mississippi
$293K +$16.6K +172 +6%
MA
502
Menlo Advisors
California
$292K +$277K +2,873 New
SF
503
Synovus Financial
Georgia
$289K -$314K -3,253 -53%
WS
504
Wedbush Securities
California
$289K -$128K -1,331 -32%
SWM
505
Segment Wealth Management
Texas
$289K
PFC
506
Phocas Financial Corp
California
$287K
WP
507
WMS Partners
Maryland
$287K
AAS
508
Annex Advisory Services
Wisconsin
$275K -$1.22M -12,645 -82%
BWA
509
BDO Wealth Advisors
Florida
$275K -$10.1K -105 -4%
DWM
510
Darwin Wealth Management
Florida
$273K -$401K -4,156 -61%
ACA
511
Aptus Capital Advisors
Alabama
$273K +$9.74K +101 +4%
CICI
512
Capital Investment Counsel Inc
North Carolina
$272K +$258K +2,675 New
WLIM
513
White Lighthouse Investment Management
Massachusetts
$270K -$329K -3,413 -56%
PSF
514
Pacific Sun Financial
California
$270K
FFA
515
First Foundation Advisors
California
$270K +$255K +2,649 New
SFP
516
Shepherd Financial Partners
Massachusetts
$269K -$14.6K -151 -5%
EWM
517
Evercore Wealth Management
New York
$266K -$116K -1,200 -31%
AFP
518
Ausdal Financial Partners
Iowa
$264K -$93.8K -973 -27%
ACP
519
Aveo Capital Partners
Colorado
$262K +$248K +2,570 New
CL
520
CPWM LLC
Washington
$262K +$248K +2,575 New
SFG
521
SevenBridge Financial Group
Pennsylvania
$261K
WSCM
522
Wellington Shields Capital Management
New York
$258K +$244K +2,535 New
MCP
523
Mirador Capital Partners
California
$256K +$243K +2,518 New
NFG
524
Nations Financial Group
Iowa
$254K -$69.4K -720 -22%
FBFS
525
First Business Financial Services
Wisconsin
$254K +$241K +2,498 New

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.