RSP icon

Invesco S&P 500 Equal Weight ETF
RSP

Overview Fund Activity

231 hedge funds and large institutions have $2.45B 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.

Holders
231
Holders Change
+18
Holders Change %
+8.45%
% of All Funds
6.71%
Holding in Top 10
30
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+57.89%
% of All Funds
0.87%
New
32
Increased
106
Reduced
57
Closed
10
Calls
$3.94M
Puts
$3.97M
Net Calls
-$30K
Net Calls Change
-$1.5M

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$312M
2
U
2
UBS
Switzerland
$190M
3
Morgan Stanley
3
Morgan Stanley
New York
$330M
4
BTS
4
BB&T Securities
Virginia
$28.2M
5
Bank of America
5
Bank of America
North Carolina
$228M

Top Sellers

1
GH
1
GAM Holding
Switzerland
$0
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$29.2M
3
AssetMark Inc
3
AssetMark Inc
California
$27.3M
4
SMM
4
Stadion Money Management
Georgia
$95M
5
FIG
5
FundX Investment Group
California
$8.81M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$330M 4,638,279 +439,521 +10%
Wells Fargo
2
Wells Fargo
California
$312M 4,378,541 +677,322 +18%
Bank of America
3
Bank of America
North Carolina
$228M 3,198,220 +299,029 +10%
U
4
UBS
Switzerland
$190M 2,660,892 +480,433 +22%
LPL Financial
5
LPL Financial
California
$118M 1,659,160 +193,841 +13%
SMM
6
Stadion Money Management
Georgia
$95M 1,333,167 -85,228 -6%
LIA
7
LBMC Investment Advisors
Tennessee
$71.7M 1,005,988 +97,754 +11%
AFS
8
Aft Forsyth & Sober
Florida
$63.8M 895,125 +24,150 +3%
RJA
9
Raymond James & Associates
Florida
$59.3M 832,687 +99,224 +14%
HighTower Advisors
10
HighTower Advisors
Illinois
$52.6M 737,607 +134,729 +22%
RJFSA
11
Raymond James Financial Services Advisors
Florida
$46.5M 652,188 +70,217 +12%
CWA
12
Constellation Wealth Advisors
New York
$37.8M 531,155 +3,355 +0.6%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$36.3M 509,120 +50,872 +11%
SFI
14
SPC Financial Inc
Maryland
$31.1M 436,575 +78,390 +22%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$29.2M 409,271 -173,820 -30%
BTS
16
BB&T Securities
Virginia
$28.2M 39,539 +36,434 +1,173%
AssetMark Inc
17
AssetMark Inc
California
$27.3M 383,273 -157,876 -29%
ECM
18
ETrade Capital Management
Virginia
$23.9M 336,037 +31,905 +10%
SAS
19
Stelac Advisory Services
New York
$21.7M 313,955 -5,252 -2%
AAS
20
Annex Advisory Services
Wisconsin
$20M 280,480 +14,578 +5%
CA
21
Cetera Advisors
Colorado
$19.9M 279,943 +34,463 +14%
JPMPWA
22
J.P. Morgan Private Wealth Advisors
California
$19.5M 273,204 +93,843 +52%
GA
23
Gateway Advisory
New Jersey
$19.1M 268,013 -1,283 -0.5%
Ameriprise
24
Ameriprise
Minnesota
$18.7M 262,485 +72,157 +38%
HCM
25
Hengehold Capital Management
Ohio
$18.5M 259,852 +28,236 +12%
1
2 3 4 5