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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
WANY
676
Wealthspire Advisors (New York)
New York
-$1.89M -22,463 Closed
ECG
677
Edge Capital Group
Georgia
-$1.26M -15,000 Closed
CAC
678
Certified Advisory Corp
Florida
-$1.18M -13,993 Closed
CWM
679
Centric Wealth Management
Illinois
-$1.25M -11,941 Closed
SG
680
Somerset Group
Minnesota
-$992K -11,807 Closed
MHS
681
M Holdings Securities
Oregon
-$886K -10,549 Closed
AL
682
Aspiriant LLC
California
-$752K -8,947 Closed
CIBC Private Wealth Group
683
CIBC Private Wealth Group
Georgia
-$745K -8,866 Closed
PW
684
Price Wealth
Texas
-$649K -7,726 Closed
PFA
685
Professional Financial Advisors
Nebraska
-$622K -6,470 Closed
Squarepoint
686
Squarepoint
New York
-$529K -6,300 Closed
LFPWM
687
Leicht Financial Planning & Wealth Management
New Jersey
-$496K -5,871 Closed
I
688
INVST
Indiana
-$459K -5,745 Closed
ARG
689
Advisory Resource Group
Oklahoma
-$464K -5,520 Closed
GSWM
690
Golden State Wealth Management
California
-$462K -5,500 Closed
SFM
691
Signet Financial Management
New Jersey
-$494K -5,347 Closed
Financial Engines Advisors
692
Financial Engines Advisors
California
-$445K -5,300 Closed
CBA
693
Coastal Bridge Advisors
Connecticut
-$419K -4,985 Closed
XS
694
XR Securities
Illinois
-$371K -4,415 Closed
PFA
695
Pinnacle Family Advisors
Missouri
-$361K -4,300 Closed
HPC
696
Hobart Private Capital
North Carolina
-$315K -3,743 Closed
SWM
697
SVA Wealth Management
Wisconsin
-$312K -3,719 Closed
BA
698
Birinyi Associates
Connecticut
-$297K -3,533 Closed
BAC
699
Boys Arnold & Co
North Carolina
-$290K -3,450 Closed
CW
700
CreativeOne Wealth
Kansas
-$284K -3,380 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.