We are live on ! Find out more
RSP icon

Invesco S&P 500 Equal Weight ETF

663 hedge funds and large institutions have $4.54B invested in Invesco S&P 500 Equal Weight ETF in 2020 Q1 according to their latest regulatory filings, with 59 funds opening new positions, 183 increasing their positions, 323 reducing their positions, and 120 closing their positions.

New
Increased
Maintained
Reduced
Closed

44% more call options, than puts

Call options by funds: $5.34M | Put options by funds: $3.72M

15.11% more ownership

Funds ownership: 46.89%62% (+15%)

9% less funds holding

Funds holding: 730663 (-67)

38% less funds holding in top 10

Funds holding in top 10: 7748 (-29)

42% less capital invested

Capital invested by funds: $7.86B → $4.54B (-$3.31B)

43% less repeat investments, than reductions

Existing positions increased: 183 | Existing positions reduced: 323

51% less first-time investments, than exits

New positions opened: 59 | Existing positions closed: 120

Holders
663
Holders Change
-67
Holders Change %
-9.18%
% of All Funds
14.61%
Holding in Top 10
48
Holding in Top 10 Change
-29
Holding in Top 10 Change %
-37.66%
% of All Funds
1.06%
New
59
Increased
183
Reduced
323
Closed
120
Calls
$5.34M
Puts
$3.72M
Net Calls
+$1.62M
Net Calls Change
-$19.8M
Name Holding Trade Value Shares
Change
Change in
Stake
GDP
676
Great Diamond Partners
Maine
-$8.12M -70,143 Closed
TF
677
TLWM Financial
Texas
-$7.51M -64,804 Closed
JG
678
Jefferies Group
New York
-$7.41M -64,064 Closed
GM
679
GeoWealth Management
Illinois
-$6.17M -53,355 Closed
MWM
680
MinichMacGregor Wealth Management
New York
-$5.24M -45,254 Closed
PCM
681
Prelude Capital Management
New York
-$4.75M -41,092 Closed
MWP
682
MYCIO Wealth Partners
Pennsylvania
-$4.21M -36,387 Closed
EE
683
EWG Elevate
California
-$3.82M -33,003 Closed
TPWA
684
TRUE Private Wealth Advisors
Oregon
-$3.67M -31,703 Closed
CWM
685
Concentrum Wealth Management
California
-$3.62M -31,259 Closed
IAA
686
Independent Advisor Alliance
North Carolina
-$3.45M -29,813 Closed
Millennium Management
687
Millennium Management
New York
-$3.08M -26,615 Closed
JSL
688
JT Stratford LLC
Georgia
-$2.55M -22,011 Closed
EF
689
Empirical Finance
Pennsylvania
-$2.37M -20,504 Closed
JIP
690
Jaffetilchin Investment Partners
Florida
-$2.1M -18,160 Closed
LWM
691
Lionsbridge Wealth Management
Florida
-$1.97M -17,051 Closed
AFM
692
Andesa Financial Management
Pennsylvania
-$1.74M -15,074 Closed
Lido Advisors
693
Lido Advisors
California
-$1.44M -12,399 Closed
IWA
694
IBEX Wealth Advisors
New Jersey
-$1.4M -12,120 Closed
Barclays
695
Barclays
United Kingdom
-$872K -8,207 Closed
WAS
696
WESPAC Advisors SoCal
California
-$794K -6,865 Closed
PWS
697
Paragon Wealth Strategies
Florida
-$777K -6,714 Closed
JWCA
698
J.W. Cole Advisors
Florida
-$711K -6,145 Closed
V
699
Veritable
Delaware
-$699K -6,044 Closed
RBCM
700
Raub Brock Capital Management
California
-$698K -6,029 Closed

RSP Hedge Fund Activity: Q1 2020 in Review

663 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Equal Weight ETF (RSP) for Q1 2020, worth a combined $4.54B — down 42% from $7.86B a quarter earlier.

Sellers outnumbered buyers: 120 funds closed out of RSP and 59 opened new positions — a net loss of 61 holders — while 323 trimmed existing stakes and 183 added.

The largest buyer was Choate Investment Advisors, adding an estimated $57.1M. The largest seller was Bank of America, cutting an estimated $279M.

  • 663 institutional investors held Invesco S&P 500 Equal Weight ETF (RSP) as of Q1 2020, down from 730 in Q4 2019.
  • Funds reported $4.54B of Invesco S&P 500 Equal Weight ETF stock for Q1 2020, down 42% quarter-over-quarter.
  • 59 funds opened new Invesco S&P 500 Equal Weight ETF positions in Q1 2020 and 120 closed out, a net change of -61 holders.
  • The largest Invesco S&P 500 Equal Weight ETF buyer in Q1 2020 was Choate Investment Advisors, an estimated $57.1M added.
  • The largest Invesco S&P 500 Equal Weight ETF seller in Q1 2020 was Bank of America, an estimated $279M sold.

Based on aggregated 13F filings for Q1 2020.