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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
MWM
626
Modera Wealth Management
New Jersey
$359K +$334K +2,808 New
BF
627
Blankinship & Foster
California
$357K – – –
HA
628
HC Advisors
Georgia
$357K – – –
FFA
629
Fragasso Financial Advisors
Pennsylvania
$352K – – –
IF
630
Ironwood Financial
Arizona
$350K +$128K +1,074 +64%
EWM
631
Evercore Wealth Management
New York
$344K – – –
NPP
632
New Potomac Partners
Maryland
$337K +$55.7K +468 +22%
TI
633
Tidal Investments
Wisconsin
$335K -$33.9K -285 -10%
RRWA
634
Rainey & Randall Wealth Advisors
Florida
$335K +$1.31K +11 +0.4%
CIAS
635
CFS Investment Advisory Services
New Jersey
$333K +$310K +2,610 New
CA
636
Calton & Associates
Florida
$333K +$311K +2,614 New
MFW
637
Mosaic Family Wealth
Missouri
$332K -$14.6K -123 -5%
NEAM
638
New England Asset Management
Connecticut
$332K +$309K +2,600 New
SW
639
SteelPeak Wealth
California
$332K +$309K +2,602 New
DOA
640
D'Orazio & Associates
Virginia
$327K -$89.7K -754 -23%
SFG
641
SevenBridge Financial Group
Pennsylvania
$327K – – –
LWM
642
Lyell Wealth Management
California
$323K +$35.7K +300 +13%
CSIC
643
Clifford Swan Investment Counsel
California
$322K – – –
ACP
644
Aveo Capital Partners
Colorado
$319K -$11.9K -100 -4%
FBFS
645
First Business Financial Services
Wisconsin
$319K – – –
AAS
646
Annex Advisory Services
Wisconsin
$319K +$41.7K +351 +16%
Franklin Resources
647
Franklin Resources
California
$318K -$2.33M -19,597 -89%
PP
648
Pegasus Partners
Wisconsin
$315K +$294K +2,470 New
WA
649
WealthTrust Axiom
Pennsylvania
$312K +$292K +2,454 New
GKWIM
650
Gerber Kawasaki Wealth & Investment Management
California
$311K – – –
24 25
26
27 28

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.