Invesco S&P 500 Equal Weight ETF
347 hedge funds and large institutions have $3.76B invested in Invesco S&P 500 Equal Weight ETF in 2016 Q2 according to their latest regulatory filings, with 42 funds opening new positions, 124 increasing their positions, 124 reducing their positions, and 22 closing their positions.
91% more first-time investments, than exits
New positions opened: 42 | Existing positions closed: 22
40% more call options, than puts
Call options by funds: $11.3M | Put options by funds: $8.06M
5% more funds holding
Funds holding: 329 → 347 (+18)
5% more funds holding in top 10
Funds holding in top 10: 41 → 43 (+2)
3% more capital invested
Capital invested by funds: $3.66B → $3.76B (+$108M)
0% more repeat investments, than reductions
Existing positions increased: 124 | Existing positions reduced: 124
1.05% less ownership
Funds ownership: 40.83% → 39.78% (-1%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$111M |
| 2 |
JMPWA
JP Morgan Private Wealth Advisors
San Francisco,
California
|
+$51.7M |
| 3 |
Morgan Stanley
New York
|
+$49M |
| 4 |
Baird Financial Group
Milwaukee,
Wisconsin
|
+$30.3M |
| 5 |
SG
Strid Group
Newtown Square,
Pennsylvania
|
+$27.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
-$281M |
| 2 |
SMM
Stadion Money Management
Watkinsville,
Georgia
|
-$41.5M |
| 3 |
FHA
First Horizon Advisors
Memphis,
Tennessee
|
-$20.6M |
| 4 |
Wells Fargo
San Francisco,
California
|
-$16.5M |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
-$13M |
RSP Hedge Fund Activity: Q2 2016 in Review
347 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Equal Weight ETF (RSP) for Q2 2016, worth a combined $3.76B — up 2.9% from $3.66B a quarter earlier.
Buyers outnumbered sellers: 42 funds opened new RSP positions and 22 closed out — a net gain of 20 holders — while 124 added to existing stakes and 124 trimmed.
The largest buyer was Bank of America, adding an estimated $111M. The largest seller was LPL Financial, cutting an estimated $281M.
- 347 institutional investors held Invesco S&P 500 Equal Weight ETF (RSP) as of Q2 2016, up from 329 in Q1 2016.
- Funds reported $3.76B of Invesco S&P 500 Equal Weight ETF stock for Q2 2016, up 2.9% quarter-over-quarter.
- 42 funds opened new Invesco S&P 500 Equal Weight ETF positions in Q2 2016 and 22 closed out, a net change of +20 holders.
- The largest Invesco S&P 500 Equal Weight ETF buyer in Q2 2016 was Bank of America, an estimated $111M added.
- The largest Invesco S&P 500 Equal Weight ETF seller in Q2 2016 was LPL Financial, an estimated $281M sold.
Based on aggregated 13F filings for Q2 2016.