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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
SL
601
Salomon & Ludwin
Virginia
$61K -$17.3K -179 -23%
SQA
602
Simon Quick Advisors
New Jersey
$59K -$292K -3,028 -84%
M
603
MOTCO
Texas
$57K
IF
604
Ironwood Financial
Arizona
$56K +$6.56K +68 +14%
BWP
605
Baldwin Wealth Partners
Massachusetts
$53K
KPW
606
Kore Private Wealth
New York
$53K
PA
607
Procyon Advisors
Connecticut
$52K
VCM
608
Versant Capital Management
Arizona
$48K
MPCG
609
Matrix Private Capital Group
New York
$44K +$96 +1 +0.2%
PFGIA
610
Patriot Financial Group Insurance Agency
Massachusetts
$41K -$429K -4,446 -92%
AF
611
Allworth Financial
California
$41K -$3.47K -36 -8%
SFSIG
612
San Francisco Sentry Investment Group
California
$41K
AWM
613
Avior Wealth Management
Nebraska
$40K
AW
614
Avion Wealth
Texas
$38K
SWA
615
Sutton Wealth Advisors
Florida
$37.9K
LDFR
616
Lehman & Derafelo Financial Resources
Pennsylvania
$37K
SIM
617
Sonora Investment Management
Arizona
$36K
WT
618
Washington Trust
Rhode Island
$35K
BWM
619
Baystate Wealth Management
Massachusetts
$33K +$96 +1 +0.3%
HWM
620
HighMark Wealth Management
Minnesota
$33K +$96 +1 +0.3%
CFG
621
Cambridge Financial Group
Ohio
$31K
BFO
622
Biltmore Family Office
North Carolina
$31K
HGWM
623
Harvest Group Wealth Management
Massachusetts
$29K
ME
624
McIlrath & Eck
Washington
$27K
Bessemer Group
625
Bessemer Group
New Jersey
$26K +$25.1K +260 New

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.