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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
LA
601
Latitude Advisors
Florida
$389K +$363K +3,048 New
GRP
602
Global Retirement Partners
California
$388K +$9.52K +80 +3%
RSWM
603
Robertson Stephens Wealth Management
California
$388K +$362K +3,046 New
Lido Advisors
604
Lido Advisors
California
$387K +$362K +3,041 New
BFA
605
Brendel Financial Advisors
New Hampshire
$384K -$94K -790 -21%
FNBSF
606
First National Bank Sioux Falls
South Dakota
$384K – – –
EHPM
607
Emery Howard Portfolio Management
California
$383K +$357K +3,000 New
MIM
608
Merrion Investment Management
New Jersey
$383K +$357K +3,000 New
RRA
609
Round Rock Advisors
Connecticut
$383K +$358K +3,008 New
BPC
610
Banque Pictet & Cie
Switzerland
$379K +$353K +2,972 New
Fisher Asset Management
611
Fisher Asset Management
Washington
$378K +$353K +2,966 New
WMP
612
Wealth Management Partners
Arizona
$376K +$342K +2,874 New
HCM
613
Hengehold Capital Management
Ohio
$373K -$116K -979 -25%
CCMD
614
Cypress Capital Management (Delaware)
Delaware
$373K – – –
SBIA
615
Sheaff Brock Investment Advisors
Indiana
$371K -$3.92K -33 -1%
Fifth Third Bancorp
616
Fifth Third Bancorp
Ohio
$368K +$268K +2,254 +356%
VA
617
Valmark Advisers
Ohio
$367K -$1.9K -16 -0.6%
IAN
618
Integrated Advisors Network
Texas
$366K +$595 +5 +0.2%
PA
619
Parallel Advisors
California
$364K -$9.99K -84 -3%
Thrivent Financial for Lutherans
620
Thrivent Financial for Lutherans
Minnesota
$364K +$339K +2,854 New
HPC
621
Hobart Private Capital
North Carolina
$363K +$339K +2,850 New
SWM
622
Segment Wealth Management
Texas
$363K – – –
WS
623
Wedbush Securities
California
$363K +$339K +2,847 New
VWM
624
Vigilare Wealth Management
Arizona
$362K +$338K +2,841 New
CWA
625
Capital Wealth Alliance
Arizona
$360K -$14.6K -123 -4%
23 24
25
26 27

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.