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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
F
701
F3Logic
Minnesota
-$278K -3,306 Closed
GCA
702
Genesee Capital Advisors
New York
-$275K -3,277 Closed
CP
703
Camelot Portfolios
Ohio
-$269K -3,201 Closed
SC
704
Sepio Capital
Utah
-$256K -3,050 Closed
LWM
705
Lyell Wealth Management
California
-$237K -2,821 Closed
RCAG
706
Rehmann Capital Advisory Group
Michigan
-$212K -2,523 Closed
PP
707
PagnatoKarp Partners
Virginia
-$204K -2,426 Closed
CFO
708
CVA Family Office
Colorado
-$155K -1,841 Closed
OFG
709
Oxford Financial Group
Indiana
-$146K -1,735 Closed
Simplex Trading
710
Simplex Trading
Illinois
-$136K -1,626 Closed
SMFS
711
Squar Milner Financial Services
California
-$125K -1,495 Closed
KFI
712
Key Financial Inc
Pennsylvania
-$126K -1,474 Closed
SNT
713
Security National Trust
West Virginia
-$90K -1,076 Closed
AIC
714
Ameritas Investment Company
Nebraska
-$89K -1,065 Closed
HIM
715
HawsGoodwin Investment Management
Tennessee
-$72K -857 Closed
FA
716
Fortis Advisors
Pennsylvania
-$68K -807 Closed
TWP
717
TFO Wealth Partners
Ohio
-$67K -800 Closed
BAM
718
Bellevue Asset Management
Washington
-$60K -644 Closed
BCM
719
Blume Capital Management
California
-$48K -572 Closed
WPA
720
West Paces Advisors
Georgia
-$46.2K -550 Closed
LWCFA
721
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
-$42K -500 Closed
WQ
722
Wealth Quarterback
New Jersey
-$36.9K -469 Closed
SWA
723
Stratos Wealth Advisors
Ohio
-$38K -446 Closed
WCM
724
Wealthcare Capital Management
Virginia
-$34K -410 Closed
PCMK
725
Paragon Capital Management (Kansas)
Kansas
-$31K -364 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.