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Invesco S&P 500 Equal Weight ETF

663 hedge funds and large institutions have $4.54B invested in Invesco S&P 500 Equal Weight ETF in 2020 Q1 according to their latest regulatory filings, with 59 funds opening new positions, 183 increasing their positions, 323 reducing their positions, and 120 closing their positions.

New
Increased
Maintained
Reduced
Closed

44% more call options, than puts

Call options by funds: $5.34M | Put options by funds: $3.72M

15.11% more ownership

Funds ownership: 46.89%62% (+15%)

9% less funds holding

Funds holding: 730663 (-67)

38% less funds holding in top 10

Funds holding in top 10: 7748 (-29)

42% less capital invested

Capital invested by funds: $7.86B → $4.54B (-$3.31B)

43% less repeat investments, than reductions

Existing positions increased: 183 | Existing positions reduced: 323

51% less first-time investments, than exits

New positions opened: 59 | Existing positions closed: 120

Holders
663
Holders Change
-67
Holders Change %
-9.18%
% of All Funds
14.61%
Holding in Top 10
48
Holding in Top 10 Change
-29
Holding in Top 10 Change %
-37.66%
% of All Funds
1.06%
New
59
Increased
183
Reduced
323
Closed
120
Calls
$5.34M
Puts
$3.72M
Net Calls
+$1.62M
Net Calls Change
-$19.8M
Name Holding Trade Value Shares
Change
Change in
Stake
SHJ
201
Sharkey, Howes & Javer
Colorado
$1.94M -$695K -6,541 -22%
BAM
202
Bruderman Asset Management
New York
$1.92M +$714K +6,718 +39%
SWPG
203
Strategic Wealth Partners Group
Illinois
$1.92M -$435K -4,098 -15%
WANY
204
Wealthspire Advisors (New York)
New York
$1.89M +$2.39M +22,463 New
CWM
205
Connecticut Wealth Management
Connecticut
$1.88M +$1.17K +11 +0%
DWT
206
Dorsey & Whitney Trust
South Dakota
$1.84M +$352K +3,310 +18%
CFGS
207
Concourse Financial Group Securities
Alabama
$1.82M +$13.9K +131 +0.6%
KTC
208
Kistler-Tiffany Companies
Pennsylvania
$1.81M
N
209
Natixis
France
$1.81M +$1.47M +13,855 +180%
BFG
210
Bouchey Financial Group
New York
$1.81M +$2.28M +21,501 New
APC
211
Aspire Private Capital
North Carolina
$1.8M +$67.2K +632 +3%
EC
212
Estate Counselors
Wisconsin
$1.8M +$2.13K +20 +0.1%
WAM
213
Wealthspire Advisors (Maryland)
Maryland
$1.77M -$12.3K -116 -0.5%
CAAS
214
Capital Asset Advisory Services
Michigan
$1.77M -$507K -4,775 -20%
AIC
215
Archer Investment Corporation
Indiana
$1.75M -$1.97M -18,576 -47%
KeyBank National Association
216
KeyBank National Association
Ohio
$1.74M
MA
217
MUFG Americas
New York
$1.73M -$39.2K -369 -2%
CG
218
Caprock Group
Idaho
$1.72M +$110K +1,031 +5%
9WM
219
9258 Wealth Management
Ohio
$1.72M -$92.9K -874 -5%
AIFAIM
220
American Institute for Advanced Investment Management
Arizona
$1.7M -$6.16K -58 -0.3%
GP
221
Gresham Partners
Illinois
$1.69M -$361K -3,400 -14%
SWM
222
Stockman Wealth Management
Montana
$1.67M -$240K -2,261 -10%
M&T Bank
223
M&T Bank
New York
$1.66M +$2.1M +19,718 New
HPC
224
HM Payson & Co
Maine
$1.65M -$47.8K -450 -2%
US Bancorp
225
US Bancorp
Minnesota
$1.64M -$416K -3,913 -17%

RSP Hedge Fund Activity: Q1 2020 in Review

663 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Equal Weight ETF (RSP) for Q1 2020, worth a combined $4.54B — down 42% from $7.86B a quarter earlier.

Sellers outnumbered buyers: 120 funds closed out of RSP and 59 opened new positions — a net loss of 61 holders — while 323 trimmed existing stakes and 183 added.

The largest buyer was Choate Investment Advisors, adding an estimated $57.1M. The largest seller was Bank of America, cutting an estimated $279M.

  • 663 institutional investors held Invesco S&P 500 Equal Weight ETF (RSP) as of Q1 2020, down from 730 in Q4 2019.
  • Funds reported $4.54B of Invesco S&P 500 Equal Weight ETF stock for Q1 2020, down 42% quarter-over-quarter.
  • 59 funds opened new Invesco S&P 500 Equal Weight ETF positions in Q1 2020 and 120 closed out, a net change of -61 holders.
  • The largest Invesco S&P 500 Equal Weight ETF buyer in Q1 2020 was Choate Investment Advisors, an estimated $57.1M added.
  • The largest Invesco S&P 500 Equal Weight ETF seller in Q1 2020 was Bank of America, an estimated $279M sold.

Based on aggregated 13F filings for Q1 2020.