We are live on ! Find out more
RSP icon

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
WWMSC
576
Wagner Wealth Management (South Carolina)
South Carolina
$463K +$432K +3,634 New
TSS
577
Two Sigma Securities
New York
$462K -$1.76M -14,832 -80%
DLCIG
578
D.L. Carlson Investment Group
New Hampshire
$462K -$15.5K -130 -3%
JWCA
579
J.W. Coons Advisors
Ohio
$462K +$43.1K +362 +11%
MWM
580
Merriman Wealth Management
Washington
$457K -$46.1K -388 -10%
SFG
581
StrategIQ Financial Group
Indiana
$457K -$31.2K -262 -7%
ST
582
Smithfield Trust
Pennsylvania
$457K – – –
FNBOO
583
First National Bank of Omaha
Nebraska
$451K – – –
FCMT
584
Founders Capital Management (Texas)
Texas
$444K +$414K +3,479 New
W
585
WealthStone
Ohio
$441K +$411K +3,458 New
ANTB
586
AMG National Trust Bank
Colorado
$440K – – –
WWM
587
Windsor Wealth Management
Indiana
$438K -$47.6K -400 -10%
MGIA
588
Moneta Group Investment Advisors
Missouri
$434K +$2.14K +18 +0.5%
DA
589
DCM Advisors
New York
$426K +$397K +3,340 New
PPG
590
Peak Planning Group
Colorado
$425K +$1.19K +10 +0.3%
MIC
591
Meridian Investment Counsel
California
$425K – – –
EL
592
Envoi LLC
Minnesota
$417K – – –
OWA
593
Octavia Wealth Advisors
Ohio
$416K +$387K +3,258 New
Neuberger Berman Group
594
Neuberger Berman Group
New York
$410K -$103K -870 -21%
IWC
595
Integrated Wealth Concepts
Massachusetts
$406K +$96.7K +813 +34%
WSCM
596
Wellington Shields Capital Management
New York
$402K -$14.3K -120 -4%
KOMWMG
597
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$402K +$476 +4 +0.1%
KBFS
598
Kohmann Bosshard Financial Services
Ohio
$399K +$372K +3,131 New
WDG
599
Wealth Dimensions Group
Ohio
$394K +$368K +3,091 New
SC
600
Sepio Capital
Utah
$389K – – –
22 23
24
25 26

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.