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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
WCAMG
601
Woodard & Company Asset Management Group
North Carolina
$760K +$8.63K +58 +1%
FAT
602
First American Trust
California
$759K -$609K -4,088 -45%
AWA
603
Alta Wealth Advisors
Massachusetts
$759K +$31.6K +212 +4%
EM
604
Excalibur Management
Massachusetts
$759K +$531K +3,567 +243%
PFWA
605
Paces Ferry Wealth Advisors
Georgia
$756K +$19.8K +133 +3%
MHR
606
Matthew Hamilton Rosenberg
$755K +$149 +1 +0%
WS
607
Wedbush Securities
California
$748K +$69.7K +468 +10%
QT
608
Quantbot Technologies
New York
$746K +$738K +4,954 New
IFWM
609
Institute for Wealth Management
Colorado
$738K +$74.6K +501 +11%
Kovitz Investment Group Partners
610
Kovitz Investment Group Partners
Illinois
$737K
TA
611
TruWealth Advisors
Louisiana
$735K -$22.2K -149 -3%
GLA
612
Good Life Advisors
Pennsylvania
$730K -$70.6K -474 -9%
ANTB
613
AMG National Trust Bank
Colorado
$720K +$197K +1,325 +38%
PWP
614
Principle Wealth Partners
Connecticut
$719K
IC
615
Inscription Capital
Texas
$719K +$388K +2,605 +120%
QCIG
616
Quad-Cities Investment Group
Iowa
$717K +$301K +2,019 +74%
BCP
617
Blue Chip Partners
Michigan
$703K +$1.94K +13 +0.3%
SIC
618
Samalin Investment Counsel
New York
$700K -$140K -941 -17%
TC
619
Trilogy Capital
California
$693K -$223K -1,500 -25%
SSB
620
Sandy Spring Bank
Maryland
$692K -$53.6K -360 -7%
CFAM
621
Center For Asset Management
Florida
$691K -$20.5K -138 -3%
NFG
622
Next Financial Group
Texas
$689K -$7.15K -48 -1%
SSW
623
Smith Shellnut Wilson
Mississippi
$668K
PWA
624
Peterson Wealth Advisors
Utah
$666K
S
625
SignatureFD
Georgia
$659K -$55.4K -372 -8%

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.