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Invesco S&P 500 Equal Weight ETF

668 hedge funds and large institutions have $5.72B invested in Invesco S&P 500 Equal Weight ETF in 2020 Q2 according to their latest regulatory filings, with 82 funds opening new positions, 147 increasing their positions, 332 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed

26% more capital invested

Capital invested by funds: $4.54B → $5.72B (+$1.18B)

15% more first-time investments, than exits

New positions opened: 82 | Existing positions closed: 71

1% more funds holding

Funds holding: 663668 (+5)

6% less funds holding in top 10

Funds holding in top 10: 4845 (-3)

15% less ownership

Funds ownership: 62%47% (-15%)

47% less call options, than puts

Call options by funds: $21.8M | Put options by funds: $41.2M

56% less repeat investments, than reductions

Existing positions increased: 147 | Existing positions reduced: 332

Holders
668
Holders Change
+5
Holders Change %
+0.75%
% of All Funds
13.7%
Holding in Top 10
45
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-6.25%
% of All Funds
0.92%
New
82
Increased
147
Reduced
332
Closed
71
Calls
$21.8M
Puts
$41.2M
Net Calls
-$19.4M
Net Calls Change
-$21M
Name Holding Trade Value Shares
Change
Change in
Stake
WJWM
151
Williams Jones Wealth Management
New York
$3.78M -$464K -4,816 -11%
GEA
152
Glen Eagle Advisors
New Jersey
$3.77M -$224K -2,321 -6%
Comerica Bank
153
Comerica Bank
Texas
$3.72M -$424K -4,395 -11%
UCFA
154
United Capital Financial Advisors
Texas
$3.71M -$42.3K -439 -1%
SFG
155
Summit Financial Group
West Virginia
$3.6M +$545K +5,651 +19%
HCIA
156
Hochman Cole Investment Advisors
Illinois
$3.59M -$132K -1,365 -4%
Manulife (Manufacturers Life Insurance)
157
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$3.57M +$3.43M +35,518 New
IMC Chicago
158
IMC Chicago
Illinois
$3.56M +$253K +2,619 +8%
NIA
159
Northstar Investment Advisors
Colorado
$3.55M
SPC
160
Sigma Planning Corp
Michigan
$3.53M -$1.04M -10,814 -24%
MCM
161
Monument Capital Management
Virginia
$3.51M -$393K -4,070 -11%
SFWC
162
Strategic Family Wealth Counselors
New Jersey
$3.45M -$394K -4,083 -11%
SPIA
163
Steward Partners Investment Advisory
New York
$3.38M -$511K -5,299 -14%
WI
164
Wintrust Investments
Illinois
$3.34M -$411K -4,265 -12%
HIA
165
Harbor Investment Advisory
Maryland
$3.31M -$285K -2,958 -8%
CFMC
166
Curbstone Financial Management Corp
New Hampshire
$3.27M -$455K -4,720 -13%
Wealth Enhancement Advisory Services
167
Wealth Enhancement Advisory Services
Minnesota
$3.26M -$745K -7,724 -20%
LNC
168
Lincoln National Corp
Pennsylvania
$3.22M -$295K -3,057 -9%
AI
169
Atria Investments
North Carolina
$3.21M -$1.7M -17,581 -36%
OWA
170
Outlook Wealth Advisors
Texas
$3.17M -$1.86M -19,307 -38%
MWM
171
Marietta Wealth Management
Georgia
$3.15M -$157K -1,625 -5%
Cetera Investment Advisers
172
Cetera Investment Advisers
Illinois
$3.08M -$691K -7,168 -19%
TSS
173
Two Sigma Securities
New York
$3.08M +$1.45M +15,007 +99%
Mariner
174
Mariner
Kansas
$3.07M +$1.66M +17,252 +133%
GM
175
GeoWealth Management
Illinois
$3.06M +$2.9M +30,115 New

RSP Hedge Fund Activity: Q2 2020 in Review

668 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Equal Weight ETF (RSP) for Q2 2020, worth a combined $5.72B — up 26% from $4.54B a quarter earlier.

Buyers outnumbered sellers: 82 funds opened new RSP positions and 71 closed out — a net gain of 11 holders — while 147 added to existing stakes and 332 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $386M. The largest seller was Osaic Holdings, cutting an estimated $2.29B.

  • 668 institutional investors held Invesco S&P 500 Equal Weight ETF (RSP) as of Q2 2020, up from 663 in Q1 2020.
  • Funds reported $5.72B of Invesco S&P 500 Equal Weight ETF stock for Q2 2020, up 26% quarter-over-quarter.
  • 82 funds opened new Invesco S&P 500 Equal Weight ETF positions in Q2 2020 and 71 closed out, a net change of +11 holders.
  • The largest Invesco S&P 500 Equal Weight ETF buyer in Q2 2020 was JP Morgan Chase, an estimated $386M added.
  • The largest Invesco S&P 500 Equal Weight ETF seller in Q2 2020 was Osaic Holdings, an estimated $2.29B sold.

Based on aggregated 13F filings for Q2 2020.