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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
LW
551
Linscomb Wealth
Texas
$214K +$203K +2,105 New
CB
552
Commerce Bank
Missouri
$213K +$202K +2,093 New
KCM
553
Kanawha Capital Management
Virginia
$211K +$200K +2,075 New
IWC
554
Integrated Wealth Concepts
Massachusetts
$209K +$198K +2,057 New
TC
555
TAP Consulting
Missouri
$208K -$415K -4,302 -68%
AWS
556
AJ Wealth Strategies
New York
$208K -$113K -1,170 -36%
NPP
557
New Potomac Partners
Maryland
$208K -$964 -10 -0.5%
QCMC
558
Quantum Capital Management (California)
California
$206K
AC
559
Asio Capital
Kentucky
$204K +$193K +2,000 New
IIC
560
Integrated Investment Consultants
Michigan
$204K +$193K +2,005 New
OIA
561
Optimum Investment Advisors
Illinois
$201K -$218K -2,263 -53%
FCB
562
First Command Bank
Texas
$197K -$113K -1,173 -38%
FCFS
563
First Command Financial Services
Texas
$197K -$113K -1,173 -38%
BFC
564
Bedel Financial Consulting
Indiana
$177K +$675 +7 +0.4%
TIM
565
Tortoise Investment Management
New York
$173K
ETI
566
Enterprise Trust & Investment
California
$163K
TCOV
567
Trust Company of Vermont
Vermont
$159K -$723K -7,492 -83%
AIM
568
Acropolis Investment Management
Missouri
$152K
Parallax Volatility Advisers
569
Parallax Volatility Advisers
California
$149K +$142K +1,468 New
MIM
570
Macroview Investment Management
Maryland
$144K -$18.9K -196 -12%
BBHC
571
Brown Brothers Harriman & Co
New York
$138K
SFA
572
Semmax Financial Advisors
North Carolina
$134K
GFPC
573
Global Financial Private Client
Florida
$133K -$216K -2,244 -63%
FHA
574
Flagship Harbor Advisors
Massachusetts
$132K +$12.2K +126 +11%
AIM
575
Anchor Investment Management
South Carolina
$127K -$7.23K -75 -6%

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.