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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
KWM
526
Kingsview Wealth Management
Oregon
$253K -$104K -1,081 -30%
AFAS
527
Acorn Financial Advisory Services
Virginia
$252K +$96 +1 +0%
WP
528
WealthPLAN Partners
Nebraska
$248K -$87.8K -910 -29%
Franklin Resources
529
Franklin Resources
California
$247K +$222K +2,300 New
FUBT
530
First United Bank & Trust
Maryland
$245K -$688K -7,131 -75%
JF
531
JSF Financial
California
$243K -$2.8K -29 -1%
GA
532
Gateway Advisory
New Jersey
$241K -$402K -4,167 -64%
HP
533
HT Partners
Connecticut
$241K +$228K +2,366 New
MCM
534
MAI Capital Management
Ohio
$241K +$229K +2,372 New
GI
535
GS Investments
Minnesota
$240K +$964 +10 +0.4%
CA
536
Capital Advantage
California
$234K -$19.3K -200 -8%
DI
537
Disciplined Investments
Oklahoma
$231K -$37.3K -387 -15%
SCM
538
Schnieders Capital Management
California
$231K +$219K +2,274 New
LHC
539
Little House Capital
Massachusetts
$231K +$220K +2,279 New
RA
540
RFG Advisory
Alabama
$229K +$217K +2,254 New
RIA
541
Regal Investment Advisors
Michigan
$227K +$215K +2,228 New
SBSB
542
Sullivan, Bruyette, Speros & Blaney
Virginia
$225K
TFCP
543
Twin Focus Capital Partners
Massachusetts
$225K +$213K +2,208 New
ISL
544
Ingalls & Snyder LLC
New York
$224K +$213K +2,205 New
LFA
545
Legend Financial Advisors
Pennsylvania
$222K -$29.9K -310 -12%
AFIA
546
America First Investment Advisors
Nebraska
$222K
IDA
547
Intelligence Driven Advisers
California
$221K -$52.7K -546 -20%
JIC
548
Johnson Investment Counsel
Ohio
$216K -$65.7K -681 -24%
EWP
549
Engrave Wealth Partners
Texas
$215K
AA
550
Ancora Advisors
Ohio
$214K +$13K +135 +7%

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.