Invesco S&P 500 Equal Weight ETF
483 hedge funds and large institutions have $6.03B invested in Invesco S&P 500 Equal Weight ETF in 2018 Q1 according to their latest regulatory filings, with 50 funds opening new positions, 180 increasing their positions, 177 reducing their positions, and 112 closing their positions.
2% more repeat investments, than reductions
Existing positions increased: 180 | Existing positions reduced: 177
3.86% less ownership
Funds ownership: 45.33% → 41.47% (-3.9%)
12% less capital invested
Capital invested by funds: $6.82B → $6.03B (-$786M)
12% less funds holding
Funds holding: 548 → 483 (-65)
22% less funds holding in top 10
Funds holding in top 10: 82 → 64 (-18)
36% less call options, than puts
Call options by funds: $11M | Put options by funds: $17.3M
55% less first-time investments, than exits
New positions opened: 50 | Existing positions closed: 112
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RCF
Rainwater Charitable Foundation
Fort Worth,
Texas
|
+$88.5M |
| 2 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
+$9M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$8.82M |
| 4 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
+$8.28M |
| 5 |
FIM
Frontier Investment Management
Dallas,
Texas
|
+$8.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HighTower Advisors
Chicago,
Illinois
|
-$114M |
| 2 |
JMPWA
JP Morgan Private Wealth Advisors
San Francisco,
California
|
-$104M |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$79.5M |
| 4 |
CA
Cetera Advisors
Denver,
Colorado
|
-$50.8M |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
-$48.1M |
RSP Hedge Fund Activity: Q1 2018 in Review
483 of the 4,373 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Equal Weight ETF (RSP) for Q1 2018, worth a combined $6.03B — down 12% from $6.82B a quarter earlier.
Sellers outnumbered buyers: 112 funds closed out of RSP and 50 opened new positions — a net loss of 62 holders — while 177 trimmed existing stakes and 180 added.
The largest buyer was Rainwater Charitable Foundation, adding an estimated $88.5M. The largest seller was HighTower Advisors, exiting entirely with an estimated $114M sold.
- 483 institutional investors held Invesco S&P 500 Equal Weight ETF (RSP) as of Q1 2018, down from 548 in Q4 2017.
- Funds reported $6.03B of Invesco S&P 500 Equal Weight ETF stock for Q1 2018, down 12% quarter-over-quarter.
- 50 funds opened new Invesco S&P 500 Equal Weight ETF positions in Q1 2018 and 112 closed out, a net change of -62 holders.
- The largest Invesco S&P 500 Equal Weight ETF buyer in Q1 2018 was Rainwater Charitable Foundation, an estimated $88.5M added.
- The largest Invesco S&P 500 Equal Weight ETF seller in Q1 2018 was HighTower Advisors, an estimated $114M sold.
Based on aggregated 13F filings for Q1 2018.