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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
SI
176
Stephens Inc
Arkansas
$3.33M -$12.5K -118 -0.4%
S
177
SimplyRich
California
$3.31M -$2.64K -25 -0.1%
CA
178
Cumberland Advisors
Florida
$3.31M +$666K +6,300 +26%
DWT
179
Dorsey & Whitney Trust
South Dakota
$3.18M
RhumbLine Advisers
180
RhumbLine Advisers
Massachusetts
$3.16M +$121K +1,148 +4%
SSWM
181
Sheets Smith Wealth Management
North Carolina
$3.08M +$61.7K +584 +2%
CA
182
Calton & Associates
Florida
$3.07M -$78.6K -744 -3%
Manulife (Manufacturers Life Insurance)
183
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$3.04M +$490K +4,641 +19%
GAI
184
General American Investors
New York
$3M
HFS
185
HL Financial Services
Kentucky
$2.98M +$2.95M +27,924 New
CAPTRUST Financial Advisors
186
CAPTRUST Financial Advisors
North Carolina
$2.91M +$200K +1,888 +7%
RJT
187
Raymond James Trust
Florida
$2.88M +$37.2K +352 +1%
GA
188
Gateway Advisory
New Jersey
$2.84M -$4.75K -45 -0.2%
IWA
189
IBEX Wealth Advisors
New Jersey
$2.81M +$385K +3,641 +16%
AF
190
Advisornet Financial
Minnesota
$2.79M -$93.9K -889 -3%
PA
191
Parallel Advisors
California
$2.79M -$57K -539 -2%
M&T Bank
192
M&T Bank
New York
$2.76M -$35.8K -339 -1%
LIM
193
Leavell Investment Management
Alabama
$2.73M
WP
194
WealthShield Partners
North Carolina
$2.71M -$2.51M -23,783 -48%
First Trust Advisors
195
First Trust Advisors
Illinois
$2.71M -$92.3K -873 -3%
PCM
196
Parsons Capital Management
Rhode Island
$2.69M +$40.7K +385 +2%
CIC
197
Carnegie Investment Counsel
Ohio
$2.67M +$1.4M +13,244 +100%
DIA
198
Dana Investment Advisors
Wisconsin
$2.65M +$150K +1,418 +6%
A
199
AdvicePeriod
California
$2.65M -$51.8K -490 -2%
MSAM
200
Moloney Securities Asset Management
Missouri
$2.6M +$3.91K +37 +0.2%

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.