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Invesco S&P 500 Equal Weight ETF

556 hedge funds and large institutions have $6.65B invested in Invesco S&P 500 Equal Weight ETF in 2018 Q2 according to their latest regulatory filings, with 122 funds opening new positions, 159 increasing their positions, 177 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

171% more first-time investments, than exits

New positions opened: 122 | Existing positions closed: 45

15% more funds holding

Funds holding: 483556 (+73)

10% more capital invested

Capital invested by funds: $6.03B → $6.65B (+$622M)

8% more funds holding in top 10

Funds holding in top 10: 6469 (+5)

4.54% more ownership

Funds ownership: 41.47%46.01% (+4.5%)

10% less repeat investments, than reductions

Existing positions increased: 159 | Existing positions reduced: 177

15% less call options, than puts

Call options by funds: $5.15M | Put options by funds: $6.07M

Holders
556
Holders Change
+73
Holders Change %
+15.11%
% of All Funds
12.73%
Holding in Top 10
69
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+7.81%
% of All Funds
1.58%
New
122
Increased
159
Reduced
177
Closed
45
Calls
$5.15M
Puts
$6.07M
Net Calls
-$918K
Net Calls Change
+$5.33M
Name Holding Trade Value Shares
Change
Change in
Stake
MSFP
526
Mark Sheptoff Financial Planning
Connecticut
$20K +$20.3K +200 New
SFM
527
Signet Financial Management
New Jersey
$20K +$20.3K +200 New
BWA
528
Burt Wealth Advisors
Maryland
$19K
FMP
529
Financial Management Professionals
Texas
$17K
MFBTD
530
MB Financial Bank - Trust Department
Illinois
$17K
UBS AM
531
UBS AM
Illinois
$16.3K -$80.1K -790 -83%
RCAG
532
Rehmann Capital Advisory Group
Michigan
$15.3K
CPA
533
Clear Perspective Advisors
Illinois
$15K
GI
534
Gradient Investments
Minnesota
$15K
JCM
535
Jacobi Capital Management
Pennsylvania
$15K +$3.35K +33 +29%
CCM
536
Covington Capital Management
California
$12K +$1.62K +16 +16%
QCG
537
Quadrant Capital Group
Ohio
$11K
BA
538
Ballew Advisors
Mississippi
$11K +$11K +109 New
NA
539
NewEdge Advisors
Louisiana
$10.4K +$105K +1,036 +1%
RWP
540
RWA Wealth Partners
Massachusetts
$10K
WA
541
WealthTrust-Arizona
Arizona
$9K
S
542
SignatureFD
Georgia
$9K +$8.82K +87 New
BFC
543
Bedel Financial Consulting
Indiana
$8K
HS
544
Horan Securities
United States
$7K
NR
545
Newfound Research
Massachusetts
$6K -$5.88K -58 -51%
FPB
546
First PREMIER Bank
South Dakota
$6K
HH
547
HWG Holdings
Texas
$6K +$5.68K +56 New
TFS
548
TrustCore Financial Services
Tennessee
$5K
SWP
549
Strategic Wealth Partners
Ohio
$5K +$5.37K +53 New
HI
550
Hudock Inc
Pennsylvania
$4K

RSP Hedge Fund Activity: Q2 2018 in Review

556 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Equal Weight ETF (RSP) for Q2 2018, worth a combined $6.65B — up 10% from $6.03B a quarter earlier.

Buyers outnumbered sellers: 122 funds opened new RSP positions and 45 closed out — a net gain of 77 holders — while 159 added to existing stakes and 177 trimmed.

The largest buyer was Cornerstone Wealth Management, adding an estimated $191M. The largest seller was Bank of America, cutting an estimated $118M.

  • 556 institutional investors held Invesco S&P 500 Equal Weight ETF (RSP) as of Q2 2018, up from 483 in Q1 2018.
  • Funds reported $6.65B of Invesco S&P 500 Equal Weight ETF stock for Q2 2018, up 10% quarter-over-quarter.
  • 122 funds opened new Invesco S&P 500 Equal Weight ETF positions in Q2 2018 and 45 closed out, a net change of +77 holders.
  • The largest Invesco S&P 500 Equal Weight ETF buyer in Q2 2018 was Cornerstone Wealth Management, an estimated $191M added.
  • The largest Invesco S&P 500 Equal Weight ETF seller in Q2 2018 was Bank of America, an estimated $118M sold.

Based on aggregated 13F filings for Q2 2018.