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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
MCA
576
Mercer Capital Advisers
New Jersey
$123K
EK
577
Evensky & Katz
Florida
$120K +$964 +10 +0.9%
PCG
578
Private Capital Group
Connecticut
$102K
AWM
579
Atticus Wealth Management
Florida
$98K -$58.4K -606 -39%
CWP
580
CFM Wealth Partners
Texas
$97K
TFS
581
TrustCore Financial Services
Tennessee
$96K -$3.86K -40 -4%
VNA
582
Valley National Advisers
Pennsylvania
$95K
WCG
583
Weaver Consulting Group
California
$93K
DWA
584
Dougherty Wealth Advisers
Minnesota
$92K
FWM
585
Filbrandt Wealth Management
Wisconsin
$92K +$66.4K +688 +317%
RDWM
586
Red Door Wealth Management
Tennessee
$90K +$40.1K +416 +89%
AP
587
Atwood & Palmer
Missouri
$86K
CFG
588
Citizens Financial Group
Rhode Island
$84K
CIAS
589
Capital Investment Advisory Services
North Carolina
$82K
EW
590
Element Wealth
Mississippi
$82K +$52.6K +545 +212%
EIP
591
Ellis Investment Partners
Pennsylvania
$79K +$289 +3 +0.4%
BCA
592
Berman Capital Advisors
Georgia
$76K
JFGIW
593
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$75K
IWP
594
IAG Wealth Partners
Wisconsin
$72K -$39.3K -408 -37%
JWBC
595
John W. Brooker & Co
California
$67K -$21.5K -223 -25%
PCM
596
Prelude Capital Management
New York
$67K +$63.1K +654 New
HDIM
597
Hanson & Doremus Investment Management
Vermont
$66K
Fifth Third Bancorp
598
Fifth Third Bancorp
Ohio
$65K -$96.2K -997 -61%
LWA
599
Lenox Wealth Advisors
New York
$65K
TFGT
600
TS Financial Group (TSFG)
Illinois
$65K

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.