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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
M&T Bank
476
M&T Bank
New York
$1.45M +$220K +1,475 +18%
LFF
477
Level Four Financial
Texas
$1.44M +$124K +835 +10%
HWA
478
HHM Wealth Advisors
Tennessee
$1.44M
AWA
479
Arkadios Wealth Advisors
Georgia
$1.43M +$127K +856 +10%
BFEC
480
Benjamin F. Edwards & Company
Missouri
$1.43M -$44.5K -299 -3%
SWM
481
Stockman Wealth Management
Montana
$1.41M -$419K -2,814 -23%
BMC
482
Beaton Management Company
Massachusetts
$1.41M
CFS
483
CRA Financial Services
New Jersey
$1.41M +$14K +94 +1%
SL
484
Salomon & Ludwin
Virginia
$1.4M +$590K +3,962 +74%
AWE
485
Avidian Wealth Enterprises
Texas
$1.4M +$2.98K +20 +0.2%
SAM
486
Seelaus Asset Management
New Jersey
$1.4M -$2.98K -20 -0.2%
TFS
487
Thoroughbred Financial Services
Tennessee
$1.4M +$375K +2,516 +37%
WANY
488
Wealthspire Advisors (New York)
New York
$1.39M -$166K -1,115 -11%
SF
489
Synovus Financial
Georgia
$1.39M +$950K +6,381 +224%
JWCA
490
J.W. Cole Advisors
Florida
$1.39M -$95.7K -643 -7%
FHB
491
First Hawaiian Bank
Hawaii
$1.38M
CSPAM
492
Cary Street Partners Asset Management
Virginia
$1.37M -$261K -1,753 -16%
AC
493
Abbrea Capital
California
$1.36M +$518K +3,480 +62%
BTWM
494
Baker Tilly Wealth Management
Wisconsin
$1.34M +$1.33M +8,900 New
KA
495
Kovack Advisors
Florida
$1.34M +$290K +1,951 +28%
SS
496
Sunbelt Securities
Texas
$1.33M +$94.7K +636 +8%
First Trust Advisors
497
First Trust Advisors
Illinois
$1.33M -$197K -1,323 -13%
ZIC
498
ZWJ Investment Counsel
Georgia
$1.33M +$1.31M +8,831 New
FF
499
FourThought Financial
Florida
$1.33M -$3.97M -26,657 -75%
CS
500
Cannell & Spears
New York
$1.3M +$316K +2,121 +33%

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.