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Invesco S&P 500 Equal Weight ETF

656 hedge funds and large institutions have $7.56B invested in Invesco S&P 500 Equal Weight ETF in 2019 Q2 according to their latest regulatory filings, with 56 funds opening new positions, 236 increasing their positions, 234 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

554% more call options, than puts

Call options by funds: $10.2M | Put options by funds: $1.56M

40% more first-time investments, than exits

New positions opened: 56 | Existing positions closed: 40

1% more funds holding

Funds holding: 647656 (+9)

3% more capital invested

Capital invested by funds: $7.35B → $7.56B (+$202M)

1% more repeat investments, than reductions

Existing positions increased: 236 | Existing positions reduced: 234

0.35% less ownership

Funds ownership: 47.37%47.02% (-0.35%)

8% less funds holding in top 10

Funds holding in top 10: 8679 (-7)

Holders
656
Holders Change
+9
Holders Change %
+1.39%
% of All Funds
14.25%
Holding in Top 10
79
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-8.14%
% of All Funds
1.72%
New
56
Increased
236
Reduced
234
Closed
40
Calls
$10.2M
Puts
$1.56M
Net Calls
+$8.64M
Net Calls Change
-$3.92M
Name Holding Trade Value Shares
Change
Change in
Stake
SWA
601
Sutton Wealth Advisors
Florida
$40.1K +$39.4K +372 New
LDFR
602
Lehman & Derafelo Financial Resources
Pennsylvania
$40K
CWA
603
Clarus Wealth Advisors
Arizona
$36K
QCIG
604
Quad-Cities Investment Group
Iowa
$32K +$106 +1 +0.3%
HGWM
605
Harvest Group Wealth Management
Massachusetts
$31K -$1.83M -17,243 -98%
PMFA
606
Plante Moran Financial Advisors
Michigan
$28K +$28K +264 New
RCA
607
Rowland Carmichael Advisors
Arizona
$27K
BC
608
Bartlett & Co
Ohio
$26K
BCWM
609
Bartlett & Co Wealth Management
Ohio
$25.9K
1IA
610
1834 Investment Advisors
Wisconsin
$25K
LGWM
611
Litman Gregory Wealth Management
California
$22K
MSFP
612
Mark Sheptoff Financial Planning
Connecticut
$22K
OAJ
613
Ogorek Anthony Joseph
New York
$22K
WB
614
Webster Bank
Connecticut
$22K
WT
615
Whittier Trust
California
$22K
FWM
616
Focused Wealth Management
New York
$22K +$106 +1 +0.5%
THWM
617
Taylor Hoffman Wealth Management
Virginia
$22K +$106 +1 +0.5%
LWM
618
Liberty Wealth Management
California
$21K +$20.4K +193 New
BWA
619
Burt Wealth Advisors
Maryland
$20K
WAS
620
Winch Advisory Services
Wisconsin
$19K +$18.6K +176 New
GT
621
Glenmede Trust
Pennsylvania
$18.6K +$507K +4,791 +3%
FMP
622
Financial Management Professionals
Texas
$18K
LFG
623
Larson Financial Group
Missouri
$18K
SF
624
Synovus Financial
Georgia
$17K +$106 +1 +0.6%
KFS
625
Kelly Financial Services
Massachusetts
$16.7K

RSP Hedge Fund Activity: Q2 2019 in Review

656 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Equal Weight ETF (RSP) for Q2 2019, worth a combined $7.56B — up 2.7% from $7.35B a quarter earlier.

Buyers outnumbered sellers: 56 funds opened new RSP positions and 40 closed out — a net gain of 16 holders — while 236 added to existing stakes and 234 trimmed.

The largest buyer was BB&T Securities, adding an estimated $43M. The largest seller was Horizon Investments, cutting an estimated $47.6M.

  • 656 institutional investors held Invesco S&P 500 Equal Weight ETF (RSP) as of Q2 2019, up from 647 in Q1 2019.
  • Funds reported $7.56B of Invesco S&P 500 Equal Weight ETF stock for Q2 2019, up 2.7% quarter-over-quarter.
  • 56 funds opened new Invesco S&P 500 Equal Weight ETF positions in Q2 2019 and 40 closed out, a net change of +16 holders.
  • The largest Invesco S&P 500 Equal Weight ETF buyer in Q2 2019 was BB&T Securities, an estimated $43M added.
  • The largest Invesco S&P 500 Equal Weight ETF seller in Q2 2019 was Horizon Investments, an estimated $47.6M sold.

Based on aggregated 13F filings for Q2 2019.