Invesco S&P 500 Equal Weight ETF
255 hedge funds and large institutions have $2.59B invested in Invesco S&P 500 Equal Weight ETF in 2014 Q1 according to their latest regulatory filings, with 39 funds opening new positions, 113 increasing their positions, 67 reducing their positions, and 13 closing their positions.
214% more call options, than puts
Call options by funds: $5.37M | Put options by funds: $1.71M
200% more first-time investments, than exits
New positions opened: 39 | Existing positions closed: 13
69% more repeat investments, than reductions
Existing positions increased: 113 | Existing positions reduced: 67
10% more funds holding
Funds holding: 231 → 255 (+24)
10% more funds holding in top 10
Funds holding in top 10: 30 → 33 (+3)
6% more capital invested
Capital invested by funds: $2.43B → $2.59B (+$157M)
1.33% less ownership
Funds ownership: 38.08% → 36.75% (-1.3%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GH
GAM Holding
Zurich,
Switzerland
|
+$61.3M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$41.7M |
| 3 |
Morgan Stanley
New York
|
+$23.1M |
| 4 |
CCMG
Clark Capital Management Group
Philadelphia,
Pennsylvania
|
+$9.01M |
| 5 |
HCM
Hengehold Capital Management
Cincinnati,
Ohio
|
+$8.34M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SMM
Stadion Money Management
Watkinsville,
Georgia
|
-$84.2M |
| 2 |
AFS
Aft Forsyth & Sober
Valrico,
Florida
|
-$30.5M |
| 3 |
AssetMark Inc
Concord,
California
|
-$27.3M |
| 4 |
CA
Cumberland Advisors
Sarasota,
Florida
|
-$16.5M |
| 5 |
Wells Fargo
San Francisco,
California
|
-$6.21M |
RSP Hedge Fund Activity: Q1 2014 in Review
255 of the 3,475 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Equal Weight ETF (RSP) for Q1 2014, worth a combined $2.59B — up 6.5% from $2.43B a quarter earlier.
Buyers outnumbered sellers: 39 funds opened new RSP positions and 13 closed out — a net gain of 26 holders — while 113 added to existing stakes and 67 trimmed.
The largest buyer was GAM Holding, opening a new position worth an estimated $61.3M. The largest seller was Stadion Money Management, cutting an estimated $84.2M.
- 255 institutional investors held Invesco S&P 500 Equal Weight ETF (RSP) as of Q1 2014, up from 231 in Q4 2013.
- Funds reported $2.59B of Invesco S&P 500 Equal Weight ETF stock for Q1 2014, up 6.5% quarter-over-quarter.
- 39 funds opened new Invesco S&P 500 Equal Weight ETF positions in Q1 2014 and 13 closed out, a net change of +26 holders.
- The largest Invesco S&P 500 Equal Weight ETF buyer in Q1 2014 was GAM Holding, an estimated $61.3M added.
- The largest Invesco S&P 500 Equal Weight ETF seller in Q1 2014 was Stadion Money Management, an estimated $84.2M sold.
Based on aggregated 13F filings for Q1 2014.