Invesco S&P 500 Equal Weight ETF
329 hedge funds and large institutions have $3.66B invested in Invesco S&P 500 Equal Weight ETF in 2016 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 96 increasing their positions, 154 reducing their positions, and 42 closing their positions.
139% more call options, than puts
Call options by funds: $6.69M | Put options by funds: $2.79M
0.29% less ownership
Funds ownership: 41.12% → 40.83% (-0.29%)
3% less funds holding
Funds holding: 340 → 329 (-11)
5% less funds holding in top 10
Funds holding in top 10: 43 → 41 (-2)
8% less capital invested
Capital invested by funds: $3.97B → $3.66B (-$311M)
14% less first-time investments, than exits
New positions opened: 36 | Existing positions closed: 42
38% less repeat investments, than reductions
Existing positions increased: 96 | Existing positions reduced: 154
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
+$51.3M |
| 2 |
FHA
First Horizon Advisors
Memphis,
Tennessee
|
+$39.2M |
| 3 |
SMM
Stadion Money Management
Watkinsville,
Georgia
|
+$38.8M |
| 4 |
SLAM
Swiss Life Asset Management
Zurich,
|
+$31.3M |
| 5 |
SFI
SPC Financial Inc
Rockville,
Maryland
|
+$27.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$183M |
| 2 |
Morgan Stanley
New York
|
-$95.7M |
| 3 |
AFS
Aft Forsyth & Sober
Valrico,
Florida
|
-$69.6M |
| 4 |
LPL Financial
San Diego,
California
|
-$28.4M |
| 5 |
Wells Fargo
San Francisco,
California
|
-$26.2M |
RSP Hedge Fund Activity: Q1 2016 in Review
329 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Equal Weight ETF (RSP) for Q1 2016, worth a combined $3.66B — down 7.8% from $3.97B a quarter earlier.
Sellers outnumbered buyers: 42 funds closed out of RSP and 36 opened new positions — a net loss of 6 holders — while 154 trimmed existing stakes and 96 added.
The largest buyer was Goldman Sachs, adding an estimated $51.3M. The largest seller was Bank of America, cutting an estimated $183M.
- 329 institutional investors held Invesco S&P 500 Equal Weight ETF (RSP) as of Q1 2016, down from 340 in Q4 2015.
- Funds reported $3.66B of Invesco S&P 500 Equal Weight ETF stock for Q1 2016, down 7.8% quarter-over-quarter.
- 36 funds opened new Invesco S&P 500 Equal Weight ETF positions in Q1 2016 and 42 closed out, a net change of -6 holders.
- The largest Invesco S&P 500 Equal Weight ETF buyer in Q1 2016 was Goldman Sachs, an estimated $51.3M added.
- The largest Invesco S&P 500 Equal Weight ETF seller in Q1 2016 was Bank of America, an estimated $183M sold.
Based on aggregated 13F filings for Q1 2016.