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Invesco S&P 500 Equal Weight ETF

931 hedge funds and large institutions have $14.5B invested in Invesco S&P 500 Equal Weight ETF in 2021 Q1 according to their latest regulatory filings, with 139 funds opening new positions, 403 increasing their positions, 246 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

190% more first-time investments, than exits

New positions opened: 139 | Existing positions closed: 48

64% more repeat investments, than reductions

Existing positions increased: 403 | Existing positions reduced: 246

52% more capital invested

Capital invested by funds: $9.53B → $14.5B (+$4.94B)

21% more funds holding in top 10

Funds holding in top 10: 92111 (+19)

9% more funds holding

Funds holding: 853931 (+78)

8% more ownership

Funds ownership: 52.28%60.28% (+8%)

7% less call options, than puts

Call options by funds: $154M | Put options by funds: $165M

Holders
931
Holders Change
+78
Holders Change %
+9.14%
% of All Funds
16.35%
Holding in Top 10
111
Holding in Top 10 Change
+19
Holding in Top 10 Change %
+20.65%
% of All Funds
1.95%
New
139
Increased
403
Reduced
246
Closed
48
Calls
$154M
Puts
$165M
Net Calls
-$11.1M
Net Calls Change
+$135M
Name Holding Trade Value Shares
Change
Change in
Stake
BW
326
Bison Wealth
Georgia
$3M +$531K +3,938 +23%
PAM
327
Peak Asset Management
Colorado
$2.98M +$192K +1,420 +7%
MFG
328
Magnus Financial Group
New York
$2.97M +$547K +4,054 +24%
SSCA
329
South Shore Capital Advisors
Massachusetts
$2.97M +$1.18M +8,745 +72%
PC
330
Prairiewood Capital
North Dakota
$2.94M
BAM
331
Bruderman Asset Management
New York
$2.9M -$96.1K -712 -3%
CWM
332
Cabot Wealth Management
Massachusetts
$2.9M +$832K +6,166 +43%
SSWM
333
Sheets Smith Wealth Management
North Carolina
$2.89M -$736K -5,453 -21%
Carson Wealth (CWM LLC)
334
Carson Wealth (CWM LLC)
Nebraska
$2.86M
FG
335
Fiduciary Group
Georgia
$2.85M +$152K +1,127 +6%
SWPG
336
Strategic Wealth Partners Group
Illinois
$2.81M -$3.24K -24 -0.1%
FNBOMD
337
First National Bank of Mount Dora
Florida
$2.79M +$310K +2,300 +13%
RMAM
338
Raab & Moskowitz Asset Management
New Jersey
$2.75M +$1.19M +8,800 +83%
WDL
339
Well Done LLC
Michigan
$2.7M -$116K -858 -4%
AOWM
340
Alpha Omega Wealth Management
Virginia
$2.67M +$7.29K +54 +0.3%
KW
341
KWB Wealth
California
$2.65M -$213K -1,576 -8%
B
342
Bailard
California
$2.63M +$43.4K +322 +2%
PFPT
343
Pinnacle Financial Partners (Tennessee)
Tennessee
$2.62M
ACP
344
Ashfield Capital Partners
California
$2.6M -$5.4K -40 -0.2%
GW
345
GW & Wade
Massachusetts
$2.58M +$12.4K +92 +0.5%
AIC
346
Archer Investment Corporation
Indiana
$2.56M +$907K +6,725 +59%
SW
347
SVB Wealth
Massachusetts
$2.53M -$579K -4,294 -19%
HT
348
Heritage Trust
Oklahoma
$2.53M +$314K +2,329 +15%
MGIA
349
Matthew Goff Investment Advisor
Texas
$2.47M +$397K +2,945 +20%
CG
350
Caprock Group
Idaho
$2.46M +$3.1K +23 +0.1%

RSP Hedge Fund Activity: Q1 2021 in Review

931 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Equal Weight ETF (RSP) for Q1 2021, worth a combined $14.5B — up 52% from $9.53B a quarter earlier.

Buyers outnumbered sellers: 139 funds opened new RSP positions and 48 closed out — a net gain of 91 holders — while 403 added to existing stakes and 246 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $983M. The largest seller was Total Investment Management, exiting entirely with an estimated $51.7M sold.

  • 931 institutional investors held Invesco S&P 500 Equal Weight ETF (RSP) as of Q1 2021, up from 853 in Q4 2020.
  • Funds reported $14.5B of Invesco S&P 500 Equal Weight ETF stock for Q1 2021, up 52% quarter-over-quarter.
  • 139 funds opened new Invesco S&P 500 Equal Weight ETF positions in Q1 2021 and 48 closed out, a net change of +91 holders.
  • The largest Invesco S&P 500 Equal Weight ETF buyer in Q1 2021 was JP Morgan Chase, an estimated $983M added.
  • The largest Invesco S&P 500 Equal Weight ETF seller in Q1 2021 was Total Investment Management, an estimated $51.7M sold.

Based on aggregated 13F filings for Q1 2021.