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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
AR
126
Advisory Research
Illinois
$5.97M +$2.5M +23,612 +73%
AIM
127
Aspen Investment Management
Michigan
$5.89M +$176K +1,670 +3%
SCM
128
Sterneck Capital Management
Missouri
$5.58M -$92.4K -874 -2%
TFA
129
Transamerica Financial Advisors
Florida
$5.55M +$455K +4,303 +9%
PSUF
130
People's United Financial
Connecticut
$5.54M -$209K -1,982 -4%
WJA
131
Williams Jones & Associates
New York
$5.46M -$542K -5,127 -9%
Comerica Bank
132
Comerica Bank
Texas
$5.4M +$234K +2,212 +4%
FBB
133
Fulton Breakefield Broenniman
Maryland
$5.33M -$89.5K -847 -2%
IA
134
IFG Advisory
Georgia
$5.27M +$605K +5,726 +4%
TPWA
135
TRUE Private Wealth Advisors
Oregon
$5.21M -$105K -993 -2%
MIAN
136
Mariner Independent Advisor Network
Kansas
$5.17M +$396K +3,752 +8%
NL
137
NWAM LLC
Washington
$5.15M +$20.3K +192 +0.4%
Koshinski Asset Management
138
Koshinski Asset Management
Illinois
$5.05M +$2.2M +20,830 +79%
GC
139
Guggenheim Capital
Illinois
$4.97M -$3.27M -30,929 -40%
MWM
140
MinichMacGregor Wealth Management
New York
$4.97M -$14.3K -135 -0.3%
Bank of New York Mellon
141
Bank of New York Mellon
New York
$4.93M -$8.77K -83 -0.2%
PCM
142
Prelude Capital Management
New York
$4.82M +$4.77M +45,146 New
Cetera Investment Advisers
143
Cetera Investment Advisers
Illinois
$4.81M -$43K -407 -0.9%
PA
144
Pinnacle Associates
New York
$4.65M +$152K +1,436 +3%
FAIM
145
Financial Advocates Investment Management
Washington
$4.6M +$137K +1,300 +3%
I
146
IberiaBank
Louisiana
$4.58M +$4.53M +42,843 New
CAGAS
147
Capital Advisory Group Advisory Services
Minnesota
$4.57M -$100K -951 -2%
BRWM
148
B. Riley Wealth Management
Tennessee
$4.53M +$4.48M +42,390 New
CTC
149
Chai Trust Company
Illinois
$4.45M +$815K +7,709 +41%
MCM
150
Monument Capital Management
Virginia
$4.39M +$403K +3,814 +10%

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.