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Invesco S&P 500 Equal Weight ETF

931 hedge funds and large institutions have $14.5B invested in Invesco S&P 500 Equal Weight ETF in 2021 Q1 according to their latest regulatory filings, with 139 funds opening new positions, 403 increasing their positions, 246 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

190% more first-time investments, than exits

New positions opened: 139 | Existing positions closed: 48

64% more repeat investments, than reductions

Existing positions increased: 403 | Existing positions reduced: 246

52% more capital invested

Capital invested by funds: $9.53B → $14.5B (+$4.94B)

21% more funds holding in top 10

Funds holding in top 10: 92111 (+19)

9% more funds holding

Funds holding: 853931 (+78)

8% more ownership

Funds ownership: 52.28%60.28% (+8%)

7% less call options, than puts

Call options by funds: $154M | Put options by funds: $165M

Holders
931
Holders Change
+78
Holders Change %
+9.14%
% of All Funds
16.35%
Holding in Top 10
111
Holding in Top 10 Change
+19
Holding in Top 10 Change %
+20.65%
% of All Funds
1.95%
New
139
Increased
403
Reduced
246
Closed
48
Calls
$154M
Puts
$165M
Net Calls
-$11.1M
Net Calls Change
+$135M
Name Holding Trade Value Shares
Change
Change in
Stake
SFG
626
StrategIQ Financial Group
Indiana
$507K
MWM
627
Merriman Wealth Management
Washington
$505K -$1.89K -14 -0.4%
RRA
628
Round Rock Advisors
Connecticut
$502K +$72.3K +536 +18%
FNBOO
629
First National Bank of Omaha
Nebraska
$500K
PP
630
Patten & Patten
Tennessee
$499K -$90.4K -670 -16%
FFG
631
Ford Financial Group
California
$497K +$474K +3,511 New
IA
632
IFG Advisory
Georgia
$495K +$472K +3,495 New
FUBT
633
First United Bank & Trust
Maryland
$494K +$247K +1,831 +110%
WSCM
634
Wellington Shields Capital Management
New York
$492K +$44.3K +328 +10%
EHC
635
Everett Harris & Co
California
$492K +$236K +1,750 +101%
ANTB
636
AMG National Trust Bank
Colorado
$489K
Fifth Third Bancorp
637
Fifth Third Bancorp
Ohio
$486K +$73.5K +545 +19%
SW
638
SteelPeak Wealth
California
$485K +$111K +823 +32%
MPIA
639
Mountain Pacific Investment Advisers
Idaho
$483K +$151K +1,120 +49%
I
640
INVST
Indiana
$475K +$432K +3,202 New
RWG
641
Regal Wealth Group
California
$471K -$66K -489 -13%
WWM
642
Windsor Wealth Management
Indiana
$471K -$15.4K -114 -3%
AIM
643
Anchor Investment Management
South Carolina
$466K +$282K +2,090 +175%
OWA
644
Octavia Wealth Advisors
Ohio
$462K
MWM
645
Modera Wealth Management
New Jersey
$457K +$56.7K +420 +15%
TC
646
TownSquare Capital
Utah
$456K +$435K +3,221 New
CP
647
Camelot Portfolios
Ohio
$453K +$432K +3,201 New
FCMT
648
Founders Capital Management (Texas)
Texas
$451K -$40.3K -299 -9%
KOMWMG
649
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$447K +$675 +5 +0.2%
IF
650
Ironwood Financial
Arizona
$447K +$55.3K +410 +15%

RSP Hedge Fund Activity: Q1 2021 in Review

931 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Equal Weight ETF (RSP) for Q1 2021, worth a combined $14.5B — up 52% from $9.53B a quarter earlier.

Buyers outnumbered sellers: 139 funds opened new RSP positions and 48 closed out — a net gain of 91 holders — while 403 added to existing stakes and 246 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $983M. The largest seller was Total Investment Management, exiting entirely with an estimated $51.7M sold.

  • 931 institutional investors held Invesco S&P 500 Equal Weight ETF (RSP) as of Q1 2021, up from 853 in Q4 2020.
  • Funds reported $14.5B of Invesco S&P 500 Equal Weight ETF stock for Q1 2021, up 52% quarter-over-quarter.
  • 139 funds opened new Invesco S&P 500 Equal Weight ETF positions in Q1 2021 and 48 closed out, a net change of +91 holders.
  • The largest Invesco S&P 500 Equal Weight ETF buyer in Q1 2021 was JP Morgan Chase, an estimated $983M added.
  • The largest Invesco S&P 500 Equal Weight ETF seller in Q1 2021 was Total Investment Management, an estimated $51.7M sold.

Based on aggregated 13F filings for Q1 2021.