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Invesco S&P 500 Equal Weight ETF
RSP

853 hedge funds and large institutions have $9.53B invested in Invesco S&P 500 Equal Weight ETF in 2020 Q4 according to their latest regulatory filings, with 210 funds opening new positions, 297 increasing their positions, 225 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

438% more first-time investments, than exits

New positions opened: 210 | Existing positions closed: 39

74% more funds holding in top 10

Funds holding in top 10: 53 → 92 (+39)

39% more capital invested

Capital invested by funds: $6.88B → $9.53B (+$2.65B)

32% more repeat investments, than reductions

Existing positions increased: 297 | Existing positions reduced: 225

23% more funds holding

Funds holding: 692 → 853 (+161)

0.63% less ownership

Funds ownership: 52.91% → 52.28% (-0.63%)

82% less call options, than puts

Call options by funds: $33.1M | Put options by funds: $179M

Holders
853
Holders Change
+161
Holders Change %
+23.27%
% of All Funds
15.09%
Holding in Top 10
92
Holding in Top 10 Change
+39
Holding in Top 10 Change %
+73.58%
% of All Funds
1.63%
New
210
Increased
297
Reduced
225
Closed
39
Calls
$33.1M
Puts
$179M
Net Calls
-$146M
Net Calls Change
-$84M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$256M
2
SEI Investments
SEI Investments
Pennsylvania
+$160M
3
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
+$143M
4
Wells Fargo
Wells Fargo
California
+$87.1M
5
KeyBank National Association
KeyBank National Association
Ohio
+$78.3M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
-$250M
2
UBS Group
UBS Group
Switzerland
-$137M
3
JP Morgan Chase
JP Morgan Chase
New York
-$131M
4
HI
Horizon Investments
North Carolina
-$87.5M
5
CPO
Cerity Partners OCIO
New York
-$64M
Name Holding Trade Value Shares
Change 		Change in
Stake
TFA
251
Tranquilli Financial Advisor
New Jersey
$3.48M +$3.24M +27,250 New
FAG
252
Financial Advisory Group
Texas
$3.46M +$67.3K +566 +2%
CWAG
253
Compton Wealth Advisory Group
Virginia
$3.43M +$56.4K +474 +2%
DWT
254
Dorsey & Whitney Trust
South Dakota
$3.42M +$991K +8,330 +45%
OCM
255
Orion Capital Management
California
$3.4M +$3.17M +26,621 New
S
256
SimplyRich
California
$3.38M -$28.1K -236 -0.9%
NEPWA
257
New England Private Wealth Advisors
Massachusetts
$3.38M +$184K +1,546 +6%
CFA
258
Cahill Financial Advisors
Minnesota
$3.38M +$1.61M +13,564 +105%
FMC
259
First Merchants Corp
Indiana
$3.33M -$559K -4,698 -15%
AWM
260
Aprio Wealth Management
Georgia
$3.33M +$1.01M +8,454 +48%
OPCM
261
Osborne Partners Capital Management
California
$3.32M -$415K -3,493 -12%
PCM
262
Parsons Capital Management
Rhode Island
$3.32M +$6.78K +57 +0.2%
SSWM
263
Sheets Smith Wealth Management
North Carolina
$3.29M +$581K +4,881 +23%
JAG
264
Journey Advisory Group
Kentucky
$3.27M +$3.05M +25,636 New
EH
265
Equitable Holdings
New York
$3.21M +$1.62M +13,608 +118%
Mirae Asset Global Investments
266
Mirae Asset Global Investments
South Korea
$3.19M +$2.97M +24,969 New
APW
267
Acima Private Wealth
Virginia
$3.17M +$509K +4,280 +21%
PWM
268
Perigon Wealth Management
California
$3.17M +$539K +4,535 +22%
CCC
269
Crescent Capital Consulting
Louisiana
$3.13M +$2.91M +24,490 New
CL
270
COWA LLC
Oklahoma
$3.03M +$2.83M +23,777 New
HPC
271
HM Payson & Co
Maine
$3M +$20.2K +170 +0.7%
PCA
272
Peddock Capital Advisors
Massachusetts
$2.98M +$31K +261 +1%
MOS
273
MGO One Seven
Ohio
$2.97M -$342K -2,879 -11%
CAPTRUST Financial Advisors
274
CAPTRUST Financial Advisors
North Carolina
$2.96M -$373K -3,137 -12%
NFP
275
Novak Financial Planning
Maryland
$2.94M +$2.74M +23,034 New
9 10
11
12 13

RSP Hedge Fund Activity: Q4 2020 in Review

853 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Equal Weight ETF (RSP) for Q4 2020, worth a combined $9.53B — up 39% from $6.88B a quarter earlier.

Buyers outnumbered sellers: 210 funds opened new RSP positions and 39 closed out — a net gain of 171 holders — while 297 added to existing stakes and 225 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $256M. The largest seller was Goldman Sachs, cutting an estimated $250M.

  • 853 institutional investors held Invesco S&P 500 Equal Weight ETF (RSP) as of Q4 2020, up from 692 in Q3 2020.
  • Funds reported $9.53B of Invesco S&P 500 Equal Weight ETF stock for Q4 2020, up 39% quarter-over-quarter.
  • 210 funds opened new Invesco S&P 500 Equal Weight ETF positions in Q4 2020 and 39 closed out, a net change of +171 holders.
  • The largest Invesco S&P 500 Equal Weight ETF buyer in Q4 2020 was Morgan Stanley, an estimated $256M added.
  • The largest Invesco S&P 500 Equal Weight ETF seller in Q4 2020 was Goldman Sachs, an estimated $250M sold.

Based on aggregated 13F filings for Q4 2020.