Invesco S&P 500 Equal Weight ETF
367 hedge funds and large institutions have $4.04B invested in Invesco S&P 500 Equal Weight ETF in 2016 Q3 according to their latest regulatory filings, with 38 funds opening new positions, 150 increasing their positions, 115 reducing their positions, and 14 closing their positions.
171% more first-time investments, than exits
New positions opened: 38 | Existing positions closed: 14
95% more call options, than puts
Call options by funds: $10.9M | Put options by funds: $5.58M
30% more repeat investments, than reductions
Existing positions increased: 150 | Existing positions reduced: 115
7% more capital invested
Capital invested by funds: $3.77B → $4.04B (+$268M)
6% more funds holding
Funds holding: 347 → 367 (+20)
0.27% more ownership
Funds ownership: 39.78% → 40.05% (+0.27%)
2% less funds holding in top 10
Funds holding in top 10: 43 → 42 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
+$55.3M |
| 2 |
Morgan Stanley
New York
|
+$41.5M |
| 3 |
Wells Fargo
San Francisco,
California
|
+$34.3M |
| 4 |
MFS
MSI Financial Services
Springfield,
Massachusetts
|
+$27.4M |
| 5 |
SMM
Stadion Money Management
Watkinsville,
Georgia
|
+$26.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SLAM
Swiss Life Asset Management
Zurich,
|
-$57M |
| 2 |
Goldman Sachs
New York
|
-$42.9M |
| 3 |
SG
Strid Group
Newtown Square,
Pennsylvania
|
-$28.2M |
| 4 |
HCM
Hengehold Capital Management
Cincinnati,
Ohio
|
-$12.9M |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$12.5M |
RSP Hedge Fund Activity: Q3 2016 in Review
367 of the 3,759 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Equal Weight ETF (RSP) for Q3 2016, worth a combined $4.04B — up 7.1% from $3.77B a quarter earlier.
Buyers outnumbered sellers: 38 funds opened new RSP positions and 14 closed out — a net gain of 24 holders — while 150 added to existing stakes and 115 trimmed.
The largest buyer was UBS Group, adding an estimated $55.3M. The largest seller was Swiss Life Asset Management, exiting entirely with an estimated $57M sold.
- 367 institutional investors held Invesco S&P 500 Equal Weight ETF (RSP) as of Q3 2016, up from 347 in Q2 2016.
- Funds reported $4.04B of Invesco S&P 500 Equal Weight ETF stock for Q3 2016, up 7.1% quarter-over-quarter.
- 38 funds opened new Invesco S&P 500 Equal Weight ETF positions in Q3 2016 and 14 closed out, a net change of +24 holders.
- The largest Invesco S&P 500 Equal Weight ETF buyer in Q3 2016 was UBS Group, an estimated $55.3M added.
- The largest Invesco S&P 500 Equal Weight ETF seller in Q3 2016 was Swiss Life Asset Management, an estimated $57M sold.
Based on aggregated 13F filings for Q3 2016.