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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
FHC
376
First Horizon Corporation
Tennessee
$2.1M -$26.3K -195 -1%
AWA
377
Acorn Wealth Advisors
Michigan
$2.09M +$539K +3,996 +37%
BS
378
Boenning & Scattergood
Pennsylvania
$2.08M +$192K +1,421 +11%
KA
379
Klingman & Associates
New York
$2.08M
RMDI
380
R.M. Davis Inc
Maine
$2.07M +$209K +1,547 +12%
MW
381
MBL Wealth
North Carolina
$2.06M +$1.96M +14,552 New
MWM
382
Maltin Wealth Management
New Jersey
$2.05M +$2.29K +17 +0.1%
BF
383
BOK Financial
Oklahoma
$2.04M -$68.4K -507 -3%
RFC
384
Regions Financial Corp
Alabama
$2.03M
9WM
385
9258 Wealth Management
Ohio
$2.02M +$42.1K +312 +2%
ET
386
Equitable Trust
Tennessee
$2.02M +$457K +3,386 +31%
AIP
387
Almanack Investment Partners
Pennsylvania
$2.02M +$1.92M +14,251 New
FMBTD
388
First Midwest Bank Trust Division
Illinois
$2.02M -$91.1K -675 -5%
IWA
389
IBEX Wealth Advisors
New Jersey
$2.01M +$1.92M +14,205 New
BJ
390
Brouwer & Janachowski
California
$1.99M -$22.5K -167 -1%
APWA
391
Atlas Private Wealth Advisors
New Jersey
$1.99M -$20.2K -150 -1%
TI
392
Telemetry Investments
New York
$1.98M +$270K +2,000 +17%
HWA
393
Heritage Wealth Advisors
Virginia
$1.97M +$270 +2 +0%
KTC
394
Kistler-Tiffany Companies
Pennsylvania
$1.96M +$606K +4,490 +48%
PAI
395
Pittenger & Anderson Inc
Nebraska
$1.94M -$384K -2,846 -17%
GWCM
396
Godshalk Welsh Capital Management
Pennsylvania
$1.93M +$194K +1,440 +12%
DI
397
DFPG Investments
Utah
$1.92M -$12.8K -95 -0.7%
CI
398
Cavalier Investments
Georgia
$1.91M
BMM
399
Buffington Mohr McNeal
Idaho
$1.91M +$6.75K +50 +0.4%
RIM
400
Rockbridge Investment Management
New York
$1.86M

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.