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Invesco S&P 500 Equal Weight ETF

556 hedge funds and large institutions have $6.65B invested in Invesco S&P 500 Equal Weight ETF in 2018 Q2 according to their latest regulatory filings, with 122 funds opening new positions, 159 increasing their positions, 177 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

171% more first-time investments, than exits

New positions opened: 122 | Existing positions closed: 45

15% more funds holding

Funds holding: 483556 (+73)

10% more capital invested

Capital invested by funds: $6.03B → $6.65B (+$622M)

8% more funds holding in top 10

Funds holding in top 10: 6469 (+5)

4.54% more ownership

Funds ownership: 41.47%46.01% (+4.5%)

10% less repeat investments, than reductions

Existing positions increased: 159 | Existing positions reduced: 177

15% less call options, than puts

Call options by funds: $5.15M | Put options by funds: $6.07M

Holders
556
Holders Change
+73
Holders Change %
+15.11%
% of All Funds
12.73%
Holding in Top 10
69
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+7.81%
% of All Funds
1.58%
New
122
Increased
159
Reduced
177
Closed
45
Calls
$5.15M
Puts
$6.07M
Net Calls
-$918K
Net Calls Change
+$5.33M
Name Holding Trade Value Shares
Change
Change in
Stake
PL
51
Polianta Ltd
Jersey
$21M -$831K -8,200 -4%
SWMG
52
Sanchez Wealth Management Group
Florida
$20.8M +$476K +4,695 +2%
Carson Wealth (CWM LLC)
53
Carson Wealth (CWM LLC)
Nebraska
$20.7M +$1.87M +18,453 +10%
Goldman Sachs
54
Goldman Sachs
New York
$20.4M +$19.1M +188,486 +1,637%
CAN
55
Cetera Advisor Networks
California
$20.1M +$20M +197,251 New
CAG
56
Csenge Advisory Group
Florida
$19.5M +$258K +2,544 +1%
CWM
57
Cornerstone Wealth Management
Missouri
$18.7M +$191M +1,885,060 +9,912%
HFA
58
High Falls Advisors
New York
$18.1M +$526K +5,189 +3%
PC
59
Port Capital
Illinois
$17.8M -$90.9K -897 -0.5%
MM
60
Main Management
California
$17M +$147K +1,451 +0.9%
Citigroup
61
Citigroup
New York
$17M -$1.33M -13,099 -7%
FANJ
62
Financial Architects (New Jersey)
New Jersey
$16.7M +$16.6M +163,549 New
LFAS
63
Level Four Advisory Services
Texas
$16M -$6.62M -65,320 -29%
NEPWA
64
New England Private Wealth Advisors
Massachusetts
$15.7M -$1.62K -16 -0%
RWM
65
Rezny Wealth Management
Florida
$15.6M +$15.5M +153,289 New
BlackRock
66
BlackRock
New York
$15.1M +$1.82K +18 +0%
BTS
67
BB&T Securities
Virginia
$15M +$3.3M +32,522 +28%
OIA
68
OneDigital Investment Advisors
Kansas
$14.6M +$4.2M +41,430 +41%
JGIA
69
Jackson Grant Investment Advisers
Connecticut
$14.1M -$19.7K -194 -0.1%
SAS
70
Stelac Advisory Services
New York
$14.1M +$316K +3,117 +2%
CHJWM
71
Carlton Hofferkamp & Jenks Wealth Management
Texas
$13.5M +$156K +1,537 +1%
TC
72
Trilogy Capital
California
$13.5M +$786K +7,754 +6%
FMC
73
First Merchants Corp
Indiana
$13.5M +$210K +2,069 +2%
Wealth Enhancement Advisory Services
74
Wealth Enhancement Advisory Services
Minnesota
$13.1M -$258K -2,542 -2%
PAI
75
Pittenger & Anderson Inc
Nebraska
$13.1M -$280K -2,764 -2%

RSP Hedge Fund Activity: Q2 2018 in Review

556 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Equal Weight ETF (RSP) for Q2 2018, worth a combined $6.65B — up 10% from $6.03B a quarter earlier.

Buyers outnumbered sellers: 122 funds opened new RSP positions and 45 closed out — a net gain of 77 holders — while 159 added to existing stakes and 177 trimmed.

The largest buyer was Cornerstone Wealth Management, adding an estimated $191M. The largest seller was Bank of America, cutting an estimated $118M.

  • 556 institutional investors held Invesco S&P 500 Equal Weight ETF (RSP) as of Q2 2018, up from 483 in Q1 2018.
  • Funds reported $6.65B of Invesco S&P 500 Equal Weight ETF stock for Q2 2018, up 10% quarter-over-quarter.
  • 122 funds opened new Invesco S&P 500 Equal Weight ETF positions in Q2 2018 and 45 closed out, a net change of +77 holders.
  • The largest Invesco S&P 500 Equal Weight ETF buyer in Q2 2018 was Cornerstone Wealth Management, an estimated $191M added.
  • The largest Invesco S&P 500 Equal Weight ETF seller in Q2 2018 was Bank of America, an estimated $118M sold.

Based on aggregated 13F filings for Q2 2018.