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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
SWM
201
Stockman Wealth Management
Montana
$2.58M -$4.33K -41 -0.2%
GWM
202
Geneos Wealth Management
Colorado
$2.57M +$239K +2,263 +10%
JWBC
203
J.W. Burns & Co
New York
$2.56M -$55K -520 -2%
MOS
204
MGO One Seven
Ohio
$2.55M +$2.53M +23,916 New
SG Americas Securities
205
SG Americas Securities
New York
$2.54M +$596K +5,636 +31%
WIA
206
Wealthstreet Investment Advisors
Texas
$2.54M +$646K +6,115 +35%
CAAS
207
Capital Asset Advisory Services
Michigan
$2.54M -$13.4K -127 -0.5%
MA
208
MUFG Americas
New York
$2.54M -$105K -994 -4%
US Bancorp
209
US Bancorp
Minnesota
$2.43M +$131K +1,237 +6%
WAM
210
Wealthspire Advisors (Maryland)
Maryland
$2.4M -$29.9K -283 -1%
Two Sigma Advisers
211
Two Sigma Advisers
New York
$2.39M +$254K +2,400 +12%
CCA
212
Conservest Capital Advisors
Pennsylvania
$2.34M -$9.09K -86 -0.4%
STMM
213
South Texas Money Management
Texas
$2.33M -$79.2K -749 -3%
BAM
214
Bruderman Asset Management
New York
$2.3M -$105K -990 -4%
BW
215
Bison Wealth
Georgia
$2.27M +$163K +1,539 +8%
HPC
216
HM Payson & Co
Maine
$2.23M -$24.8K -235 -1%
WSTAM
217
Wilbanks Smith & Thomas Asset Management
Virginia
$2.19M -$3.7K -35 -0.2%
DADC
218
D.A. Davidson & Co
Montana
$2.19M +$348K +3,296 +19%
EFS
219
Essex Financial Services
Connecticut
$2.13M +$84.8K +802 +4%
PCA
220
Peddock Capital Advisors
Massachusetts
$2.13M +$22.4K +212 +1%
AFP
221
Ausdal Financial Partners
Iowa
$2.11M +$971K +9,186 +87%
MWP
222
MYCIO Wealth Partners
Pennsylvania
$2.09M +$5.07K +48 +0.2%
PAM
223
Peak Asset Management
Colorado
$2.08M -$197K -1,864 -9%
LRPA
224
L. Roy Papp & Associates
Arizona
$2.06M +$737K +6,973 +57%
AOWM
225
Alpha Omega Wealth Management
Virginia
$2.03M +$34.3K +325 +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.