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Invesco S&P 500 Equal Weight ETF

571 hedge funds and large institutions have $7.67B invested in Invesco S&P 500 Equal Weight ETF in 2018 Q3 according to their latest regulatory filings, with 54 funds opening new positions, 225 increasing their positions, 180 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

801% more call options, than puts

Call options by funds: $49.3M | Put options by funds: $5.47M

46% more first-time investments, than exits

New positions opened: 54 | Existing positions closed: 37

25% more repeat investments, than reductions

Existing positions increased: 225 | Existing positions reduced: 180

15% more capital invested

Capital invested by funds: $6.65B → $7.67B (+$1.02B)

6% more funds holding in top 10

Funds holding in top 10: 6973 (+4)

3% more funds holding

Funds holding: 556571 (+15)

1.39% more ownership

Funds ownership: 46.01%47.39% (+1.4%)

Holders
571
Holders Change
+15
Holders Change %
+2.7%
% of All Funds
13.05%
Holding in Top 10
73
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+5.8%
% of All Funds
1.67%
New
54
Increased
225
Reduced
180
Closed
37
Calls
$49.3M
Puts
$5.47M
Net Calls
+$43.8M
Net Calls Change
+$44.7M
Name Holding Trade Value Shares
Change
Change in
Stake
FMC
76
First Merchants Corp
Indiana
$13.9M -$233K -2,209 -2%
SAS
77
Stelac Advisory Services
New York
$13.4M -$1.4M -13,277 -10%
CIBC World Market
78
CIBC World Market
Ontario, Canada
$13.3M +$5.64M +53,408 +76%
TPW
79
Tiller Private Wealth
Pennsylvania
$13.2M +$252K +2,388 +2%
PAI
80
Pittenger & Anderson Inc
Nebraska
$13M -$700K -6,627 -5%
SBL
81
Sargent Bickham Lagudis
Colorado
$13M +$448K +4,242 +4%
MA
82
Montag & Associates
Georgia
$12.6M -$127K -1,205 -1%
SWMG
83
Sanchez Wealth Management Group
Florida
$12.6M -$9.15M -86,614 -42%
FSA
84
Financial Services Advisory
Maryland
$12M +$9.08M +85,876 +321%
WMSA
85
Weiss Multi-Strategy Advisers
New York
$11.8M -$66.5K -629 -0.6%
ML
86
McAdam LLC
Pennsylvania
$11.7M +$888K +8,401 +8%
CTC
87
Central Trust Company
Missouri
$11.7M +$11.6M +109,874 New
Wealth Enhancement Advisory Services
88
Wealth Enhancement Advisory Services
Minnesota
$11.7M -$566K -5,353 -4%
PWS
89
Paragon Wealth Strategies
Florida
$11.6M +$931K +8,811 +9%
Creative Planning
90
Creative Planning
Kansas
$11.5M +$180K +1,703 +2%
NA
91
NewEdge Advisors
Louisiana
$11.1M +$214K +2,023 +2%
SS
92
Simplicity Solutions
Minnesota
$10.9M +$5.18M +48,996 +92%
IA
93
IFP Advisors
Florida
$10.9M +$1M +9,504 +10%
IAA
94
Ironsides Asset Advisors
North Carolina
$10.7M
SWM
95
Sequoia Wealth Management
Illinois
$10.6M +$393K +3,715 +4%
OA
96
Oxbow Advisors
Texas
$10.2M -$22.5K -213 -0.2%
NAM
97
NTV Asset Management
West Virginia
$10.1M +$1.54M +14,561 +18%
AA
98
Apriem Advisors
California
$9.97M +$2.8M +26,455 +40%
KCPG
99
Kavar Capital Partners Group
Kansas
$9.84M +$238K +2,256 +3%
Goldman Sachs
100
Goldman Sachs
New York
$9.58M -$11.7M -110,319 -55%

RSP Hedge Fund Activity: Q3 2018 in Review

571 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Equal Weight ETF (RSP) for Q3 2018, worth a combined $7.67B — up 15% from $6.65B a quarter earlier.

Buyers outnumbered sellers: 54 funds opened new RSP positions and 37 closed out — a net gain of 17 holders — while 225 added to existing stakes and 180 trimmed.

The largest buyer was Horizon Investments, opening a new position worth an estimated $246M. The largest seller was Varma Mutual Pension Insurance Co, cutting an estimated $195M.

  • 571 institutional investors held Invesco S&P 500 Equal Weight ETF (RSP) as of Q3 2018, up from 556 in Q2 2018.
  • Funds reported $7.67B of Invesco S&P 500 Equal Weight ETF stock for Q3 2018, up 15% quarter-over-quarter.
  • 54 funds opened new Invesco S&P 500 Equal Weight ETF positions in Q3 2018 and 37 closed out, a net change of +17 holders.
  • The largest Invesco S&P 500 Equal Weight ETF buyer in Q3 2018 was Horizon Investments, an estimated $246M added.
  • The largest Invesco S&P 500 Equal Weight ETF seller in Q3 2018 was Varma Mutual Pension Insurance Co, an estimated $195M sold.

Based on aggregated 13F filings for Q3 2018.