Invesco S&P 500 Equal Weight ETF
692 hedge funds and large institutions have $6.88B invested in Invesco S&P 500 Equal Weight ETF in 2020 Q3 according to their latest regulatory filings, with 86 funds opening new positions, 195 increasing their positions, 296 reducing their positions, and 57 closing their positions.
51% more first-time investments, than exits
New positions opened: 86 | Existing positions closed: 57
20% more capital invested
Capital invested by funds: $5.72B → $6.88B (+$1.15B)
18% more funds holding in top 10
Funds holding in top 10: 45 → 53 (+8)
5.91% more ownership
Funds ownership: 47% → 52.91% (+5.9%)
4% more funds holding
Funds holding: 668 → 692 (+24)
34% less repeat investments, than reductions
Existing positions increased: 195 | Existing positions reduced: 296
70% less call options, than puts
Call options by funds: $27M | Put options by funds: $88.7M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
+$308M |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$154M |
| 3 |
Morgan Stanley
New York
|
+$93.4M |
| 4 |
KeyBank National Association
Cleveland,
Ohio
|
+$76.6M |
| 5 |
SFI
SPC Financial Inc
Rockville,
Maryland
|
+$55.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HI
Horizon Investments
Charlotte,
North Carolina
|
-$82.1M |
| 2 |
HCA
Heck Capital Advisors
Rhinelander,
Wisconsin
|
-$24.8M |
| 3 |
OCM
Oribel Capital Management
New York
|
-$22.3M |
| 4 |
Truist Financial
Charlotte,
North Carolina
|
-$19.1M |
| 5 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$16.5M |
RSP Hedge Fund Activity: Q3 2020 in Review
692 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Equal Weight ETF (RSP) for Q3 2020, worth a combined $6.88B — up 20% from $5.72B a quarter earlier.
Buyers outnumbered sellers: 86 funds opened new RSP positions and 57 closed out — a net gain of 29 holders — while 195 added to existing stakes and 296 trimmed.
The largest buyer was Goldman Sachs, adding an estimated $308M. The largest seller was Horizon Investments, cutting an estimated $82.1M.
- 692 institutional investors held Invesco S&P 500 Equal Weight ETF (RSP) as of Q3 2020, up from 668 in Q2 2020.
- Funds reported $6.88B of Invesco S&P 500 Equal Weight ETF stock for Q3 2020, up 20% quarter-over-quarter.
- 86 funds opened new Invesco S&P 500 Equal Weight ETF positions in Q3 2020 and 57 closed out, a net change of +29 holders.
- The largest Invesco S&P 500 Equal Weight ETF buyer in Q3 2020 was Goldman Sachs, an estimated $308M added.
- The largest Invesco S&P 500 Equal Weight ETF seller in Q3 2020 was Horizon Investments, an estimated $82.1M sold.
Based on aggregated 13F filings for Q3 2020.