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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
WLPWM
651
Walled Lake Planning & Wealth Management
Illinois
$9K
PFBT
652
Parkside Financial Bank & Trust
Missouri
$8K
SIS
653
Sound Income Strategies
Florida
$8K
TWA
654
TCI Wealth Advisors
Arizona
$8K
CCMW
655
Cypress Capital Management (Wyoming)
Wyoming
$7K
HS
656
Horan Securities
United States
$7K
LF
657
Lee Financial
Texas
$7K +$6.65K +69 New
HI
658
Hudock Inc
Pennsylvania
$6K -$2.12K -22 -26%
SFG
659
Sowa Financial Group
Rhode Island
$4K
LWA
660
Lowe Wealth Advisors
Maryland
$3K
NR
661
Newfound Research
Massachusetts
$3K +$2.41K +25 +357%
CIM
662
Contravisory Investment Management
Massachusetts
$2K
LS
663
Leelyn Smith
Illinois
$2K
LIA
664
LS Investment Advisors
Michigan
$2K
RCA
665
Ranch Capital Advisors
Florida
$2K +$1.93K +20 New
CCA
666
Column Capital Advisors
Indiana
$2K +$2.12K +22 New
HFA
667
Hoover Financial Advisors
Pennsylvania
$1K +$1.35K +14 New
CG
668
Cutler Group
California
$1K +$1.83K +19 New
TI
669
tru Independence
Oregon
$450 +$27.8K +288 +8%
Citadel Advisors
670
Citadel Advisors
Florida
-$21.6M -256,640 Closed
GBT
671
Grove Bank & Trust
Florida
-$8.73M -103,907 Closed
EWA
672
Exencial Wealth Advisors
Oklahoma
-$6.62M -78,803 Closed
FTUS
673
Flow Traders U.S.
New York
-$4.57M -54,337 Closed
MIAN
674
Mariner Independent Advisor Network
Kansas
-$3.03M -36,766 Closed
A
675
AdvicePeriod
California
-$2.14M -25,513 Closed

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.