We are live on ! Find out more
RSP icon

Invesco S&P 500 Equal Weight ETF

983 hedge funds and large institutions have $17.4B invested in Invesco S&P 500 Equal Weight ETF in 2021 Q2 according to their latest regulatory filings, with 104 funds opening new positions, 452 increasing their positions, 249 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

154% more first-time investments, than exits

New positions opened: 104 | Existing positions closed: 41

82% more repeat investments, than reductions

Existing positions increased: 452 | Existing positions reduced: 249

20% more capital invested

Capital invested by funds: $14.5B → $17.4B (+$2.89B)

6% more funds holding

Funds holding: 931983 (+52)

2% more funds holding in top 10

Funds holding in top 10: 111113 (+2)

0.36% more ownership

Funds ownership: 60.28%60.64% (+0.36%)

27% less call options, than puts

Call options by funds: $106M | Put options by funds: $146M

Holders
983
Holders Change
+52
Holders Change %
+5.59%
% of All Funds
17.11%
Holding in Top 10
113
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+1.8%
% of All Funds
1.97%
New
104
Increased
452
Reduced
249
Closed
41
Calls
$106M
Puts
$146M
Net Calls
-$40.2M
Net Calls Change
-$29.1M
Name Holding Trade Value Shares
Change
Change in
Stake
SFG
226
Summit Financial Group
West Virginia
$6.46M +$579K +3,890 +10%
MSWMA
227
Market Street Wealth Management Advisors
Indiana
$6.39M -$337K -2,264 -5%
GM
228
GeoWealth Management
Illinois
$6.38M -$87.1K -585 -1%
LIM
229
Leavell Investment Management
Alabama
$6.37M
CIBC World Market
230
CIBC World Market
Ontario, Canada
$6.32M +$165K +1,111 +3%
LC
231
LCNB Corp
Ohio
$6.22M +$1.09M +7,304 +21%
MSAM
232
Moloney Securities Asset Management
Missouri
$6.22M -$322K -2,163 -5%
FAM
233
Formidable Asset Management
Ohio
$6.2M +$4.99M +33,507 +438%
WI
234
Wintrust Investments
Illinois
$6.08M -$376K -2,527 -6%
Cetera Investment Advisers
235
Cetera Investment Advisers
Illinois
$6.05M +$40.3K +271 +0.7%
CB
236
Community Bank
New York
$6.03M -$1.49M -10,000 -20%
NA
237
Nottingham Advisors
New York
$6.03M -$1.49M -10,000 -20%
RC
238
Roundview Capital
New Jersey
$5.98M +$1.2M +8,064 +26%
LNC
239
Lincoln National Corp
Pennsylvania
$5.93M +$52.7K +354 +0.9%
VWA
240
V Wealth Advisors
Kansas
$5.9M +$548K +3,678 +10%
WCA
241
Windsor Creek Advisors
Vermont
$5.88M -$893K -6,000 -13%
CS
242
Credit Suisse
Switzerland
$5.87M
AFS
243
Access Financial Services
Minnesota
$5.84M -$294K -1,972 -5%
DAM
244
Derbend Asset Management
Georgia
$5.82M +$5.74M +38,585 New
SBH
245
Segall Bryant & Hamill
Illinois
$5.81M -$32.8K -220 -0.6%
PSUF
246
People's United Financial
Connecticut
$5.75M -$166K -1,113 -3%
BAM
247
Belpointe Asset Management
Nevada
$5.65M -$3.33M -22,358 -37%
PBT
248
Pictet Bank & Trust
Bahamas
$5.62M -$119K -800 -2%
WFA
249
Wellspring Financial Advisors
Ohio
$5.61M -$3.41M -22,888 -38%
1WM
250
1900 Wealth Management
Texas
$5.61M +$5.54M +37,203 New

RSP Hedge Fund Activity: Q2 2021 in Review

983 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Equal Weight ETF (RSP) for Q2 2021, worth a combined $17.4B — up 20% from $14.5B a quarter earlier.

Buyers outnumbered sellers: 104 funds opened new RSP positions and 41 closed out — a net gain of 63 holders — while 452 added to existing stakes and 249 trimmed.

The largest buyer was Truist Financial, adding an estimated $162M. The largest seller was Healthcare of Ontario Pension Plan (HOOPP) Trust Fund, cutting an estimated $158M.

  • 983 institutional investors held Invesco S&P 500 Equal Weight ETF (RSP) as of Q2 2021, up from 931 in Q1 2021.
  • Funds reported $17.4B of Invesco S&P 500 Equal Weight ETF stock for Q2 2021, up 20% quarter-over-quarter.
  • 104 funds opened new Invesco S&P 500 Equal Weight ETF positions in Q2 2021 and 41 closed out, a net change of +63 holders.
  • The largest Invesco S&P 500 Equal Weight ETF buyer in Q2 2021 was Truist Financial, an estimated $162M added.
  • The largest Invesco S&P 500 Equal Weight ETF seller in Q2 2021 was Healthcare of Ontario Pension Plan (HOOPP) Trust Fund, an estimated $158M sold.

Based on aggregated 13F filings for Q2 2021.