RSP icon

Invesco S&P 500 Equal Weight ETF
RSP

Overview Fund Activity

729 hedge funds and large institutions have $7.85B invested in Invesco S&P 500 Equal Weight ETF in 2019 Q4 according to their latest regulatory filings, with 125 funds opening new positions, 244 increasing their positions, 231 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
729
Holders Change
+75
Holders Change %
+11.47%
% of All Funds
14.4%
Holding in Top 10
77
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+18.46%
% of All Funds
1.52%
New
125
Increased
244
Reduced
231
Closed
44
Calls
$26.9M
Puts
$5.5M
Net Calls
+$21.4M
Net Calls Change
+$1.06M

Top Buyers

1
Truist Financial
Truist Financial
North Carolina
+$44.5M
2
CG
Colony Group
Massachusetts
+$36.2M
3
SFA
Sequoia Financial Advisors
Ohio
+$23M
4
HCA
Heck Capital Advisors
Wisconsin
+$15.6M
5
Morgan Stanley
Morgan Stanley
New York
+$13.9M

Top Sellers

1
RCF
Rainwater Charitable Foundation
Texas
-$140M
2
Bank of America
Bank of America
North Carolina
-$55M
3
MCIA
Mountain Capital Investment Advisors
Colorado
-$14.6M
4
MML Investors Services
MML Investors Services
Massachusetts
-$13.4M
5
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$9.78M
Name Holding Trade Value Shares
Change 		Shares
Change %
PB
651
Pinnacle Bancorp
Nebraska
$96K – – –
CIAS
652
Capital Investment Advisory Services
North Carolina
$93K – – –
EIP
653
Ellis Investment Partners
Pennsylvania
$92K -$2.54K -22 -3%
TFGT
654
TS Financial Group (TSFG)
Illinois
$92K – – –
TWP
655
TFO Wealth Partners
Ohio
$92K +$92K +800 New
JFGIW
656
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$86K – – –
BCA
657
Berman Capital Advisors
Georgia
$86K – – –
BCWM
658
Bartlett & Co Wealth Management
Ohio
$85.1K +$57.3K +495 +206%
GWMIA
659
Global Wealth Management Investment Advisory
Florida
$85K -$7.05K -61 -8%
HDIM
660
Hanson & Doremus Investment Management
Vermont
$75K – – –
LWA
661
Lenox Wealth Advisors
New York
$74K – – –
RIA
662
Realta Investment Advisors
Delaware
$74K +$4.78K +42 +7%
RFA
663
Reilly Financial Advisors
California
$71K – – –
SL
664
Salomon & Ludwin
Virginia
$69K – – –
VCM
665
Versant Capital Management
Arizona
$69K +$14.3K +125 +26%
M
666
MOTCO
Texas
$64K – – –
BWP
667
Baldwin Wealth Partners
Massachusetts
$61K – – –
KPW
668
Kore Private Wealth
New York
$61K +$61K +528 New
SC
669
SouthState Corp
Florida
$59K – – –
LWCFA
670
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$58K – – –
BFO
671
Biltmore Family Office
North Carolina
$58K – – –
AF
672
Allworth Financial
California
$55K – – –
WQ
673
Wealth Quarterback
New Jersey
$54.1K +$54.1K +467 New
CHAM
674
Clear Harbor Asset Management
Connecticut
$48K +$48K +415 New
HWM
675
HighMark Wealth Management
Minnesota
$48K +$48K +419 New
25 26
27
28 29