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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
AWM
526
Avior Wealth Management
Nebraska
$42K
APP
527
Avantax Planning Partners
Iowa
$42K +$41.1K +389 New
RPG
528
Risk Paradigm Group
Texas
$37.2K
LGWM
529
Litman Gregory Wealth Management
California
$33K +$32.8K +310 New
PWAG
530
Polaris Wealth Advisory Group
California
$32K -$24.8K -235 -44%
FWM
531
Focused Wealth Management
New York
$32K
MSA
532
Marino Stram & Associates
Massachusetts
$32K
QCIG
533
Quad-Cities Investment Group
Iowa
$31K +$106 +1 +0.3%
SWA
534
Sutton Wealth Advisors
Florida
$28.4K +$28.1K +266 New
PS
535
Portfolio Strategies
New York
$28K
BSG
536
Black Swift Group
Colorado
$28K +$27.4K +259 New
BC
537
Bartlett & Co
Ohio
$26K
KJWM
538
Kiley Juergens Wealth Management
Washington
$26K
SF
539
Synovus Financial
Georgia
$26K +$106 +1 +0.4%
BCWM
540
Bartlett & Co Wealth Management
Ohio
$25.6K
1IA
541
1834 Investment Advisors
Wisconsin
$25K
PFBT
542
Parkside Financial Bank & Trust
Missouri
$23K +$23K +218 New
OAJ
543
Ogorek Anthony Joseph
New York
$22K
WT
544
Whittier Trust
California
$22K
MSFP
545
Mark Sheptoff Financial Planning
Connecticut
$21K
SFM
546
Signet Financial Management
New Jersey
$21K +$106 +1 +0.5%
WB
547
Webster Bank
Connecticut
$21K +$21.1K +200 New
BWA
548
Burt Wealth Advisors
Maryland
$19K
FMP
549
Financial Management Professionals
Texas
$18K
FMII
550
Farmers & Merchants Investments Inc
Nebraska
$16K +$15.9K +150 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.