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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
GWMIA
626
Global Wealth Management Investment Advisory
Florida
$25K -$47.6K -494 -67%
PP
627
PrairieView Partners
Minnesota
$25K
RFA
628
Reilly Financial Advisors
California
$25K
WFMPM
629
Woodley Farra Manion Portfolio Management
Indiana
$25K
1IA
630
1834 Investment Advisors
Wisconsin
$24K
THWM
631
Taylor Hoffman Wealth Management
Virginia
$22K +$20.4K +212 New
MAM
632
Marquette Asset Management
Minnesota
$21K -$114K -1,180 -85%
LGWM
633
Litman Gregory Wealth Management
California
$21K
WT
634
Whittier Trust
California
$21K
KPCM
635
Kings Point Capital Management
New York
$20K -$12.2K -127 -40%
WB
636
Webster Bank
Connecticut
$20K
CLOS
637
Compagnie Lombard Odier SCmA
Switzerland
$20K +$19.3K +200 New
FP
638
Financial Perspectives
Minnesota
$18.8K
RG
639
Retirement Group
California
$18K +$17.1K +177 New
LFG
640
Larson Financial Group
Missouri
$17K +$96 +1 +0.6%
EWM
641
Edge Wealth Management
New York
$17K +$15.9K +165 New
KFS
642
Kelly Financial Services
Massachusetts
$15.8K -$34.4K -357 -70%
OAJ
643
Ogorek Anthony Joseph
New York
$15K -$5.79K -60 -28%
GI
644
Gradient Investments
Minnesota
$15K
MSFP
645
Mark Sheptoff Financial Planning
Connecticut
$10K -$9.64K -100 -50%
AssetMark Inc
646
AssetMark Inc
California
$10K -$1.35K -14 -12%
FWM
647
Focused Wealth Management
New York
$10K
ICM
648
Islay Capital Management
Texas
$10K
CWAF
649
Core Wealth Advisors (Florida)
Florida
$10K +$9.55K +99 New
CFD
650
Creative Financial Designs
Indiana
$9K

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.