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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
HA
576
HYA Advisors
Missouri
$892K +$48.1K +323 +6%
SWM
577
SeaCrest Wealth Management
New York
$890K -$16.1K -108 -2%
CA
578
Cambridge Advisors
Nebraska
$887K
IA
579
IFG Advisory
Georgia
$879K +$348K +2,339 +67%
GC
580
Gratus Capital
Georgia
$871K +$116K +777 +16%
PP
581
Pegasus Partners
Wisconsin
$864K -$608K -4,081 -42%
XF
582
XML Financial
Maryland
$862K +$447 +3 +0.1%
CAM
583
Concorde Asset Management
Michigan
$857K +$65.4K +439 +8%
DCM
584
Donaldson Capital Management
Indiana
$855K +$234K +1,570 +38%
WT
585
Whittier Trust
California
$853K
Barclays
586
Barclays
United Kingdom
$841K +$93.5K +628 +13%
WA
587
Waverly Advisors
Alabama
$829K +$14.9K +100 +2%
PPA
588
Parametric Portfolio Associates
Washington
$822K +$151K +1,016 +23%
MCM
589
MAI Capital Management
Ohio
$805K +$144K +970 +22%
BIM
590
Bridges Investment Management
Nebraska
$798K
ACM
591
Ategra Capital Management
Virginia
$797K
SWP
592
Summit Wealth Partners
Florida
$796K -$50.6K -340 -6%
CW
593
CreativeOne Wealth
Kansas
$791K +$55.4K +372 +8%
Citadel Advisors
594
Citadel Advisors
Florida
$787K -$631K -4,239 -45%
Wealthfront Advisers
595
Wealthfront Advisers
California
$783K +$773K +5,192 New
TPW
596
Tiller Private Wealth
Pennsylvania
$782K
TW
597
Transform Wealth
Colorado
$774K
PPP
598
Private Portfolio Partners
New Jersey
$771K +$95.1K +639 +14%
GRP
599
Global Retirement Partners
California
$767K +$335K +2,249 +79%
RSWM
600
Robertson Stephens Wealth Management
California
$761K +$413K +2,771 +121%

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.