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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
SBH
576
Segall Bryant & Hamill
Illinois
-$3.89M -38,193 Closed
BRF
577
B. Riley Financial
California
-$2.9M -27,727 Closed
BSAM
578
Blue Sky Asset Management
Colorado
-$2.16M -21,168 Closed
HSA
579
HBK Sorce Advisory
Pennsylvania
-$1.37M -13,471 Closed
Wolverine Trading
580
Wolverine Trading
Illinois
-$1.13M -11,394 Closed
TSS
581
Two Sigma Securities
New York
-$552K -5,414 Closed
NDSI
582
Newman Dignan & Sheerar Inc
Rhode Island
-$495 -4,853 Closed
CF
583
Centaurus Financial
California
-$419K -4,114 Closed
SHIM
584
Stone House Investment Management
Pennsylvania
-$417K -4,090 Closed
SFS
585
Sowell Financial Services
Arkansas
-$379K -3,638 Closed
LFS
586
Legacy Financial Strategies
Kansas
-$339K -3,327 Closed
SEI Investments
587
SEI Investments
Pennsylvania
-$309K -3,031 Closed
GIM
588
Goelzer Investment Management
Indiana
-$306K -3,000 Closed
VDI
589
Vaughan David Investments
Illinois
-$253K -2,483 Closed
ACI
590
Alpha Cubed Investments
California
-$236K -2,316 Closed
HB
591
Homrich & Berg
Georgia
-$210K -2,060 Closed
FCH
592
Freestone Capital Holdings
Washington
-$207K -2,036 Closed
RW
593
Rand Wealth
Maryland
-$207K -2,032 Closed
KM
594
Kalos Management
Georgia
-$241K -1,237 Closed
GFP
595
Gryphon Financial Partners
Ohio
-$113K -1,108 Closed
Toronto Dominion Bank
596
Toronto Dominion Bank
Ontario, Canada
-$110K -1,080 Closed
BCP
597
Blackhawk Capital Partners
Wisconsin
-$60K -586 Closed
CLOS
598
Compagnie Lombard Odier SCmA
Switzerland
-$49K -480 Closed
RFA
599
Reilly Financial Advisors
California
-$48K -475 Closed
TFA
600
Toth Financial Advisory
Virginia
-$43K -426 Closed

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.