Invesco S&P 500 Equal Weight ETF
628 hedge funds and large institutions have $6.06B invested in Invesco S&P 500 Equal Weight ETF in 2018 Q4 according to their latest regulatory filings, with 125 funds opening new positions, 192 increasing their positions, 219 reducing their positions, and 65 closing their positions.
92% more first-time investments, than exits
New positions opened: 125 | Existing positions closed: 65
10% more funds holding
Funds holding: 571 → 628 (+57)
8% more funds holding in top 10
Funds holding in top 10: 73 → 79 (+6)
1.37% less ownership
Funds ownership: 47.39% → 46.03% (-1.4%)
12% less repeat investments, than reductions
Existing positions increased: 192 | Existing positions reduced: 219
21% less capital invested
Capital invested by funds: $7.67B → $6.06B (-$1.61B)
47% less call options, than puts
Call options by funds: $4.43M | Put options by funds: $8.29M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
+$51.3M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$30.9M |
| 3 |
HWA
Heritage Wealth Advisors
Richmond,
Virginia
|
+$29.9M |
| 4 |
WMG
WESCAP Management Group
Glendale,
California
|
+$22.2M |
| 5 |
SRC
Shufro Rose & Co
New York
|
+$19.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HI
Horizon Investments
Charlotte,
North Carolina
|
-$201M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$185M |
| 3 |
PI
PFS Investments
Duluth,
Georgia
|
-$67.8M |
| 4 |
SFI
SPC Financial Inc
Rockville,
Maryland
|
-$61.1M |
| 5 |
JMPWA
JP Morgan Private Wealth Advisors
San Francisco,
California
|
-$60.8M |
RSP Hedge Fund Activity: Q4 2018 in Review
628 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Equal Weight ETF (RSP) for Q4 2018, worth a combined $6.06B — down 21% from $7.67B a quarter earlier.
Buyers outnumbered sellers: 125 funds opened new RSP positions and 65 closed out — a net gain of 60 holders — while 192 added to existing stakes and 219 trimmed.
The largest buyer was Goldman Sachs, adding an estimated $51.3M. The largest seller was Horizon Investments, cutting an estimated $201M.
- 628 institutional investors held Invesco S&P 500 Equal Weight ETF (RSP) as of Q4 2018, up from 571 in Q3 2018.
- Funds reported $6.06B of Invesco S&P 500 Equal Weight ETF stock for Q4 2018, down 21% quarter-over-quarter.
- 125 funds opened new Invesco S&P 500 Equal Weight ETF positions in Q4 2018 and 65 closed out, a net change of +60 holders.
- The largest Invesco S&P 500 Equal Weight ETF buyer in Q4 2018 was Goldman Sachs, an estimated $51.3M added.
- The largest Invesco S&P 500 Equal Weight ETF seller in Q4 2018 was Horizon Investments, an estimated $201M sold.
Based on aggregated 13F filings for Q4 2018.