Invesco S&P 500 Equal Weight ETF
RSP
332 hedge funds and large institutions have $4.29B invested in Invesco S&P 500 Equal Weight ETF in 2014 Q4 according to their latest regulatory filings, with 65 funds opening new positions, 150 increasing their positions, 75 reducing their positions, and 19 closing their positions.
242% more first-time investments, than exits
New positions opened: 65 | Existing positions closed: 19
100% more repeat investments, than reductions
Existing positions increased: 150 | Existing positions reduced: 75
25% more capital invested
Capital invested by funds: $3.43B → $4.29B (+$858M)
24% more funds holding in top 10
Funds holding in top 10: 42 → 52 (+10)
15% more funds holding
Funds holding: 288 → 332 (+44)
3.06% more ownership
Funds ownership: 39.59% → 42.65% (+3.1%)
64% less call options, than puts
Call options by funds: $2.71M | Put options by funds: $7.49M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$235M |
| 2 |
SMM
Stadion Money Management
Watkinsville,
Georgia
|
+$51.2M |
| 3 |
Wells Fargo
San Francisco,
California
|
+$33.9M |
| 4 |
LPL Financial
San Diego,
California
|
+$24.7M |
| 5 |
GC
Guggenheim Capital
Chicago,
Illinois
|
+$19.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
-$22.8M |
| 2 |
VF
Virtu Financial
New York
|
-$16.7M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
-$13.7M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$13.5M |
| 5 |
AI
Atria Investments
Charlotte,
North Carolina
|
-$9.89M |
RSP Hedge Fund Activity: Q4 2014 in Review
332 of the 3,765 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Equal Weight ETF (RSP) for Q4 2014, worth a combined $4.29B — up 25% from $3.43B a quarter earlier.
Buyers outnumbered sellers: 65 funds opened new RSP positions and 19 closed out — a net gain of 46 holders — while 150 added to existing stakes and 75 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $235M. The largest seller was Goldman Sachs, cutting an estimated $22.8M.
- 332 institutional investors held Invesco S&P 500 Equal Weight ETF (RSP) as of Q4 2014, up from 288 in Q3 2014.
- Funds reported $4.29B of Invesco S&P 500 Equal Weight ETF stock for Q4 2014, up 25% quarter-over-quarter.
- 65 funds opened new Invesco S&P 500 Equal Weight ETF positions in Q4 2014 and 19 closed out, a net change of +46 holders.
- The largest Invesco S&P 500 Equal Weight ETF buyer in Q4 2014 was Morgan Stanley, an estimated $235M added.
- The largest Invesco S&P 500 Equal Weight ETF seller in Q4 2014 was Goldman Sachs, an estimated $22.8M sold.
Based on aggregated 13F filings for Q4 2014.