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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
MSAM
201
Moloney Securities Asset Management
Missouri
$2.36M -$16.9K -175 -0.7%
BFG
202
Bouchey Financial Group
New York
$2.35M +$153K +1,582 +7%
WIA
203
Wealthstreet Investment Advisors
Texas
$2.32M -$211K -2,190 -9%
FAAS
204
First Allied Advisory Services
California
$2.31M -$373K -3,872 -15%
CWM
205
Connecticut Wealth Management
Connecticut
$2.28M +$482 +5 +0%
GWM
206
Geneos Wealth Management
Colorado
$2.25M -$655K -6,795 -23%
SWPG
207
Strategic Wealth Partners Group
Illinois
$2.21M -$99.8K -1,035 -5%
CFGS
208
Concourse Financial Group Securities
Alabama
$2.2M -$12.6K -131 -0.6%
N
209
Natixis
France
$2.19M
FWP
210
FAS Wealth Partners
Kansas
$2.17M -$2.54M -26,308 -55%
SSWM
211
Sheets Smith Wealth Management
North Carolina
$2.16M -$394K -4,083 -16%
CG
212
Caprock Group
Idaho
$2.15M +$64.7K +671 +3%
PCA
213
Peddock Capital Advisors
Massachusetts
$2.11M +$159K +1,648 +9%
RhumbLine Advisers
214
RhumbLine Advisers
Massachusetts
$2.11M -$1.81M -18,812 -48%
KFGK
215
Keystone Financial Group (Kentucky)
Kentucky
$2.09M -$926K -9,602 -32%
BMCM
216
Bryn Mawr Capital Management
Pennsylvania
$2.08M +$156K +1,622 +9%
MA
217
MUFG Americas
New York
$2.06M -$33.8K -350 -2%
HPC
218
HM Payson & Co
Maine
$2.05M +$51K +529 +3%
Renaissance Technologies
219
Renaissance Technologies
New York
$2.04M +$887K +9,200 +84%
PWM
220
Perigon Wealth Management
California
$2.04M +$286K +2,969 +17%
CIC
221
Carnegie Investment Counsel
Ohio
$2.04M +$263K +2,732 +16%
SCA
222
Snowden Capital Advisors
New York
$2.04M -$1.34M -13,909 -41%
WDL
223
Well Done LLC
Michigan
$2.02M -$310K -3,219 -14%
DAS
224
Dynamic Advisor Solutions
Arizona
$2.02M +$77.1K +799 +4%
CHA
225
Carmichael Hill & Associates
Maryland
$1.97M +$20.5K +213 +1%

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.