Invesco S&P 500 Equal Weight ETF
231 hedge funds and large institutions have $2.43B invested in Invesco S&P 500 Equal Weight ETF in 2013 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 106 increasing their positions, 57 reducing their positions, and 10 closing their positions.
220% more first-time investments, than exits
New positions opened: 32 | Existing positions closed: 10
86% more repeat investments, than reductions
Existing positions increased: 106 | Existing positions reduced: 57
58% more funds holding in top 10
Funds holding in top 10: 19 → 30 (+11)
19% more capital invested
Capital invested by funds: $2.04B → $2.43B (+$389M)
8% more funds holding
Funds holding: 213 → 231 (+18)
1% less call options, than puts
Call options by funds: $3.94M | Put options by funds: $3.97M
1.02% less ownership
Funds ownership: 39.11% → 38.08% (-1%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
+$46.3M |
| 2 |
U
UBS
Zurich,
Switzerland
|
+$32.8M |
| 3 |
Morgan Stanley
New York
|
+$30M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$20.4M |
| 5 |
CA
Cumberland Advisors
Sarasota,
Florida
|
+$15.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GH
GAM Holding
Zurich,
Switzerland
|
-$43.4M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$11.9M |
| 3 |
AssetMark Inc
Concord,
California
|
-$10.8M |
| 4 |
SMM
Stadion Money Management
Watkinsville,
Georgia
|
-$5.82M |
| 5 |
FIG
FundX Investment Group
San Francisco,
California
|
-$4.3M |
RSP Hedge Fund Activity: Q4 2013 in Review
231 of the 3,459 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Equal Weight ETF (RSP) for Q4 2013, worth a combined $2.43B — up 19% from $2.04B a quarter earlier.
Buyers outnumbered sellers: 32 funds opened new RSP positions and 10 closed out — a net gain of 22 holders — while 106 added to existing stakes and 57 trimmed.
The largest buyer was Wells Fargo, adding an estimated $46.3M. The largest seller was GAM Holding, exiting entirely with an estimated $43.4M sold.
- 231 institutional investors held Invesco S&P 500 Equal Weight ETF (RSP) as of Q4 2013, up from 213 in Q3 2013.
- Funds reported $2.43B of Invesco S&P 500 Equal Weight ETF stock for Q4 2013, up 19% quarter-over-quarter.
- 32 funds opened new Invesco S&P 500 Equal Weight ETF positions in Q4 2013 and 10 closed out, a net change of +22 holders.
- The largest Invesco S&P 500 Equal Weight ETF buyer in Q4 2013 was Wells Fargo, an estimated $46.3M added.
- The largest Invesco S&P 500 Equal Weight ETF seller in Q4 2013 was GAM Holding, an estimated $43.4M sold.
Based on aggregated 13F filings for Q4 2013.