We are live on ! Find out more
RSP icon

Invesco S&P 500 Equal Weight ETF

438 hedge funds and large institutions have $5.79B invested in Invesco S&P 500 Equal Weight ETF in 2017 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 195 increasing their positions, 138 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 23

41% more repeat investments, than reductions

Existing positions increased: 195 | Existing positions reduced: 138

17% more call options, than puts

Call options by funds: $6.92M | Put options by funds: $5.9M

5% more capital invested

Capital invested by funds: $5.49B → $5.79B (+$302M)

1% more funds holding

Funds holding: 433438 (+5)

0.47% more ownership

Funds ownership: 42.38%42.85% (+0.47%)

0% more funds holding in top 10

Funds holding in top 10: 5555 (0)

Holders
438
Holders Change
+5
Holders Change %
+1.15%
% of All Funds
10.92%
Holding in Top 10
55
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
1.37%
New
33
Increased
195
Reduced
138
Closed
23
Calls
$6.92M
Puts
$5.9M
Net Calls
+$1.02M
Net Calls Change
-$4.24M
Name Holding Trade Value Shares
Change
Change in
Stake
CAL
151
Capital Advisors Ltd
Ohio
$2.63M +$501K +5,465 +24%
PA
152
Parallel Advisors
California
$2.62M +$183K +1,991 +8%
AWM
153
AE Wealth Management
Kansas
$2.62M +$337K +3,679 +15%
EWA
154
EP Wealth Advisors
California
$2.6M +$1.85M +20,166 +256%
RhumbLine Advisers
155
RhumbLine Advisers
Massachusetts
$2.52M +$14.5K +158 +0.6%
WP
156
WealthSource Partners
California
$2.51M -$6.46M -70,420 -72%
CAAS
157
Capital Asset Advisory Services
Michigan
$2.48M +$301K +3,280 +14%
SS
158
Simplicity Solutions
Minnesota
$2.47M +$236K +2,572 +11%
STMM
159
South Texas Money Management
Texas
$2.46M -$101K -1,097 -4%
BAM
160
Bruderman Asset Management
New York
$2.43M +$42.7K +466 +2%
GA
161
Gateway Advisory
New Jersey
$2.42M +$71.1K +775 +3%
WAM
162
Wealthspire Advisors (Maryland)
Maryland
$2.42M +$2.39M +26,083 New
M&T Bank
163
M&T Bank
New York
$2.41M -$20.4K -223 -0.9%
ACM
164
Aviance Capital Management
Florida
$2.39M +$81.3K +887 +4%
Two Sigma Advisers
165
Two Sigma Advisers
New York
$2.36M -$1.17M -12,800 -33%
LIM
166
Leavell Investment Management
Alabama
$2.36M -$61.9K -675 -3%
PAM
167
Peak Asset Management
Colorado
$2.33M +$1.28K +14 +0.1%
CIBC World Market
168
CIBC World Market
Ontario, Canada
$2.32M +$293K +3,196 +15%
JWBC
169
J.W. Burns & Co
New York
$2.32M -$12.4K -135 -0.5%
Brown Advisory
170
Brown Advisory
Maryland
$2.31M -$2.91M -31,764 -56%
SWA
171
SFMG Wealth Advisors
Texas
$2.29M
CIC
172
Carnegie Investment Counsel
Ohio
$2.27M -$8.99K -98 -0.4%
FFA
173
First Foundation Advisors
California
$2.25M +$157K +1,713 +8%
DWM
174
Dakota Wealth Management
Florida
$2.24M -$110K -1,198 -5%
FC
175
FCA Corp
Texas
$2.24M +$125K +1,362 +6%

RSP Hedge Fund Activity: Q2 2017 in Review

438 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Equal Weight ETF (RSP) for Q2 2017, worth a combined $5.79B — up 5.5% from $5.49B a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new RSP positions and 23 closed out — a net gain of 10 holders — while 195 added to existing stakes and 138 trimmed.

The largest buyer was LPL Financial, adding an estimated $186M. The largest seller was Wells Fargo, cutting an estimated $40.4M.

  • 438 institutional investors held Invesco S&P 500 Equal Weight ETF (RSP) as of Q2 2017, up from 433 in Q1 2017.
  • Funds reported $5.79B of Invesco S&P 500 Equal Weight ETF stock for Q2 2017, up 5.5% quarter-over-quarter.
  • 33 funds opened new Invesco S&P 500 Equal Weight ETF positions in Q2 2017 and 23 closed out, a net change of +10 holders.
  • The largest Invesco S&P 500 Equal Weight ETF buyer in Q2 2017 was LPL Financial, an estimated $186M added.
  • The largest Invesco S&P 500 Equal Weight ETF seller in Q2 2017 was Wells Fargo, an estimated $40.4M sold.

Based on aggregated 13F filings for Q2 2017.