Invesco S&P 500 Equal Weight ETF
1,000 hedge funds and large institutions have $16.8B invested in Invesco S&P 500 Equal Weight ETF in 2021 Q3 according to their latest regulatory filings, with 78 funds opening new positions, 405 increasing their positions, 316 reducing their positions, and 46 closing their positions.
70% more first-time investments, than exits
New positions opened: 78 | Existing positions closed: 46
28% more repeat investments, than reductions
Existing positions increased: 405 | Existing positions reduced: 316
4% more funds holding in top 10
Funds holding in top 10: 113 → 118 (+5)
2% more funds holding
Funds holding: 983 → 1,000 (+17)
3% less capital invested
Capital invested by funds: $17.4B → $16.8B (-$571M)
2.01% less ownership
Funds ownership: 60.64% → 58.63% (-2%)
66% less call options, than puts
Call options by funds: $74.3M | Put options by funds: $217M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Truist Financial
Charlotte,
North Carolina
|
+$142M |
| 2 |
Canada Pension Plan Investment Board
Toronto Ontario,
Ontario, Canada
|
+$121M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$113M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
+$80M |
| 5 |
KeyBank National Association
Cleveland,
Ohio
|
+$51.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
-$667M |
| 2 |
LIA
LBMC Investment Advisors
Brentwood,
Tennessee
|
-$205M |
| 3 |
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Toronto,
Ontario, Canada
|
-$135M |
| 4 |
Goldman Sachs
New York
|
-$97.4M |
| 5 |
CFFNO
Common Fund For Nonprofit Organizations
Wilton,
Connecticut
|
-$50.5M |
RSP Hedge Fund Activity: Q3 2021 in Review
1,000 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Equal Weight ETF (RSP) for Q3 2021, worth a combined $16.8B — down 3.3% from $17.4B a quarter earlier.
Buyers outnumbered sellers: 78 funds opened new RSP positions and 46 closed out — a net gain of 32 holders — while 405 added to existing stakes and 316 trimmed.
The largest buyer was Truist Financial, adding an estimated $142M. The largest seller was JP Morgan Chase, cutting an estimated $667M.
- 1,000 institutional investors held Invesco S&P 500 Equal Weight ETF (RSP) as of Q3 2021, up from 983 in Q2 2021.
- Funds reported $16.8B of Invesco S&P 500 Equal Weight ETF stock for Q3 2021, down 3.3% quarter-over-quarter.
- 78 funds opened new Invesco S&P 500 Equal Weight ETF positions in Q3 2021 and 46 closed out, a net change of +32 holders.
- The largest Invesco S&P 500 Equal Weight ETF buyer in Q3 2021 was Truist Financial, an estimated $142M added.
- The largest Invesco S&P 500 Equal Weight ETF seller in Q3 2021 was JP Morgan Chase, an estimated $667M sold.
Based on aggregated 13F filings for Q3 2021.