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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
JMPWA
26
JP Morgan Private Wealth Advisors
California
$71M +$2.33M +19,596 +4%
PI
27
PFS Investments
Georgia
$66.4M +$7.86M +66,097 +15%
AIM
28
Astor Investment Management
Illinois
$59.7M +$33.8M +284,146 +155%
SRC
29
Shufro Rose & Co
New York
$54.5M -$1.79M -15,054 -3%
HighTower Advisors
30
HighTower Advisors
Illinois
$53.2M +$13.5M +113,328 +37%
TIM
31
Total Investment Management
Arizona
$51.7M +$1.99M +16,740 +4%
FWP
32
FAS Wealth Partners
Kansas
$51.1M +$45.1M +379,215 +1,800%
JC
33
JBF Capital
Colorado
$51M +$47.6M +400,000 New
GT
34
Glenmede Trust
Pennsylvania
$45.5M +$10.5M +88,265 +33%
BAAM
35
Baker Avenue Asset Management
California
$45.1M -$9.22M -77,537 -18%
CAG
36
Csenge Advisory Group
Florida
$42.1M +$4.77M +40,130 +14%
HCA
37
Heck Capital Advisors
Wisconsin
$41.7M -$138K -1,157 -0.4%
Cambridge Investment Research Advisors
38
Cambridge Investment Research Advisors
Iowa
$40.5M +$10.1M +84,734 +36%
HCP
39
Holt Capital Partners
Texas
$40.1M +$292K +2,453 +0.8%
Stifel Financial
40
Stifel Financial
Missouri
$37.5M -$2.27M -19,102 -6%
Creative Planning
41
Creative Planning
Kansas
$35.9M -$834K -7,014 -2%
PNC Financial Services Group
42
PNC Financial Services Group
Pennsylvania
$31.7M -$1.2M -10,126 -4%
NAM
43
NorthCoast Asset Management
Connecticut
$30.8M +$16.6M +139,601 +138%
PAG
44
Private Advisor Group
New Jersey
$30.7M +$8.52M +71,670 +42%
CTC
45
Chai Trust Company
Illinois
$30.5M +$279K +2,343 +2%
CG
46
Colony Group
Massachusetts
$30.1M +$343K +2,880 +1%
LBC
47
Lowe Brockenbrough & Co
Virginia
$29M +$5.54M +46,567 +26%
VCM
48
Virtue Capital Management
Tennessee
$28.4M -$2.44M -20,509 -8%
VVP
49
Venture Visionary Partners
Ohio
$28.3M +$4.97M +41,810 +23%
FDCDDQ
50
Federation des caisses Desjardins du Quebec
Quebec, Canada
$27.8M +$936K +7,867 +4%
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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.