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Invesco S&P 500 Equal Weight ETF

433 hedge funds and large institutions have $5.49B invested in Invesco S&P 500 Equal Weight ETF in 2017 Q1 according to their latest regulatory filings, with 55 funds opening new positions, 202 increasing their positions, 112 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

101% more call options, than puts

Call options by funds: $10.5M | Put options by funds: $5.21M

80% more repeat investments, than reductions

Existing positions increased: 202 | Existing positions reduced: 112

77% more first-time investments, than exits

New positions opened: 55 | Existing positions closed: 31

12% more capital invested

Capital invested by funds: $4.91B → $5.49B (+$575M)

6% more funds holding in top 10

Funds holding in top 10: 5255 (+3)

4% more funds holding

Funds holding: 415433 (+18)

0.69% more ownership

Funds ownership: 41.69%42.38% (+0.69%)

Holders
433
Holders Change
+18
Holders Change %
+4.34%
% of All Funds
10.78%
Holding in Top 10
55
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+5.77%
% of All Funds
1.37%
New
55
Increased
202
Reduced
112
Closed
31
Calls
$10.5M
Puts
$5.21M
Net Calls
+$5.26M
Net Calls Change
+$4.84M
Name Holding Trade Value Shares
Change
Change in
Stake
KWM
101
Kingsview Wealth Management
Oregon
$5.4M +$5.33M +59,459 New
PSUF
102
People's United Financial
Connecticut
$5.38M +$1.5M +16,736 +39%
NL
103
NWAM LLC
Washington
$5.36M -$517K -5,765 -9%
ML
104
McAdam LLC
Pennsylvania
$5.27M +$276K +3,073 +6%
DC
105
Davenport & Co
Virginia
$5.23M -$186K -2,069 -3%
Brown Advisory
106
Brown Advisory
Maryland
$5.15M +$1.08M +11,985 +27%
IA
107
IFP Advisors
Florida
$5.1M +$632K +7,044 +14%
Creative Planning
108
Creative Planning
Kansas
$4.99M +$361K +4,024 +8%
TPWA
109
TRUE Private Wealth Advisors
Oregon
$4.97M +$113K +1,260 +2%
FAAS
110
First Allied Advisory Services
California
$4.87M -$3.27M -36,471 -40%
BBPWM
111
Blue Bell Private Wealth Management
Pennsylvania
$4.81M +$1.85M +20,670 +64%
AFP
112
Ausdal Financial Partners
Iowa
$4.76M +$4.7M +52,368 New
AIM
113
Aspen Investment Management
Michigan
$4.6M +$88.1K +982 +2%
WF
114
WealthTrust Fairport
Ohio
$4.6M +$391K +4,357 +9%
KTC
115
Kistler-Tiffany Companies
Pennsylvania
$4.58M +$402K +4,477 +10%
SBWM
116
Sunflower Bank Wealth Management
Arizona
$4.4M +$211K +2,352 +5%
DWM
117
Darwin Wealth Management
Florida
$4.38M -$1.78M -19,855 -29%
BSAM
118
Blue Sky Asset Management
Colorado
$4.31M +$4.26M +47,465 New
FHC
119
First Heartland Consultants
Missouri
$4.29M +$579K +6,457 +16%
HCIA
120
Hochman Cole Investment Advisors
Illinois
$4.15M -$44.1K -492 -1%
EFS
121
Essex Financial Services
Connecticut
$4.12M +$136K +1,516 +3%
Bank of New York Mellon
122
Bank of New York Mellon
New York
$4.09M +$86.1K +960 +2%
Koshinski Asset Management
123
Koshinski Asset Management
Illinois
$4.02M +$1.23M +13,692 +45%
AC
124
Abbrea Capital
California
$4.01M +$875K +9,750 +28%
CAM
125
Capstone Asset Management
Texas
$3.99M -$417K -4,652 -10%

RSP Hedge Fund Activity: Q1 2017 in Review

433 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Equal Weight ETF (RSP) for Q1 2017, worth a combined $5.49B — up 12% from $4.91B a quarter earlier.

Buyers outnumbered sellers: 55 funds opened new RSP positions and 31 closed out — a net gain of 24 holders — while 202 added to existing stakes and 112 trimmed.

The largest buyer was MML Investors Services, opening a new position worth an estimated $68.3M. The largest seller was GAM Holding, exiting entirely with an estimated $64.1M sold.

  • 433 institutional investors held Invesco S&P 500 Equal Weight ETF (RSP) as of Q1 2017, up from 415 in Q4 2016.
  • Funds reported $5.49B of Invesco S&P 500 Equal Weight ETF stock for Q1 2017, up 12% quarter-over-quarter.
  • 55 funds opened new Invesco S&P 500 Equal Weight ETF positions in Q1 2017 and 31 closed out, a net change of +24 holders.
  • The largest Invesco S&P 500 Equal Weight ETF buyer in Q1 2017 was MML Investors Services, an estimated $68.3M added.
  • The largest Invesco S&P 500 Equal Weight ETF seller in Q1 2017 was GAM Holding, an estimated $64.1M sold.

Based on aggregated 13F filings for Q1 2017.