Invesco S&P 500 Equal Weight ETF
287 hedge funds and large institutions have $3.46B invested in Invesco S&P 500 Equal Weight ETF in 2014 Q3 according to their latest regulatory filings, with 30 funds opening new positions, 132 increasing their positions, 82 reducing their positions, and 11 closing their positions.
173% more first-time investments, than exits
New positions opened: 30 | Existing positions closed: 11
61% more repeat investments, than reductions
Existing positions increased: 132 | Existing positions reduced: 82
20% more funds holding in top 10
Funds holding in top 10: 35 → 42 (+7)
8% more capital invested
Capital invested by funds: $3.21B → $3.46B (+$246M)
7% more funds holding
Funds holding: 269 → 287 (+18)
0.85% more ownership
Funds ownership: 38.73% → 39.58% (+0.85%)
8% less call options, than puts
Call options by funds: $4.75M | Put options by funds: $5.19M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SAS
Sage Advisory Services
Austin,
Texas
|
+$44.4M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$32.3M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$26.7M |
| 4 |
U
UBS
Zurich,
Switzerland
|
+$22.2M |
| 5 |
VF
Virtu Financial
New York
|
+$17.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
-$42.9M |
| 2 |
CCMG
Clark Capital Management Group
Philadelphia,
Pennsylvania
|
-$24.6M |
| 3 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
-$17.8M |
| 4 |
BT
Beacon Trust
Morristown,
New Jersey
|
-$4.86M |
| 5 |
GH
GAM Holding
Zurich,
Switzerland
|
-$3.84M |
RSP Hedge Fund Activity: Q3 2014 in Review
287 of the 3,447 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Equal Weight ETF (RSP) for Q3 2014, worth a combined $3.46B — up 7.7% from $3.21B a quarter earlier.
Buyers outnumbered sellers: 30 funds opened new RSP positions and 11 closed out — a net gain of 19 holders — while 132 added to existing stakes and 82 trimmed.
The largest buyer was Sage Advisory Services, adding an estimated $44.4M. The largest seller was Goldman Sachs, cutting an estimated $42.9M.
- 287 institutional investors held Invesco S&P 500 Equal Weight ETF (RSP) as of Q3 2014, up from 269 in Q2 2014.
- Funds reported $3.46B of Invesco S&P 500 Equal Weight ETF stock for Q3 2014, up 7.7% quarter-over-quarter.
- 30 funds opened new Invesco S&P 500 Equal Weight ETF positions in Q3 2014 and 11 closed out, a net change of +19 holders.
- The largest Invesco S&P 500 Equal Weight ETF buyer in Q3 2014 was Sage Advisory Services, an estimated $44.4M added.
- The largest Invesco S&P 500 Equal Weight ETF seller in Q3 2014 was Goldman Sachs, an estimated $42.9M sold.
Based on aggregated 13F filings for Q3 2014.