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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
KBFS
651
Kohmann Bosshard Financial Services
Ohio
$444K
CA
652
Calton & Associates
Florida
$442K +$68.4K +507 +19%
WDG
653
Wealth Dimensions Group
Ohio
$438K +$540 +4 +0.1%
HCM
654
Hengehold Capital Management
Ohio
$434K +$19K +141 +5%
WMP
655
Wealth Management Partners
Arizona
$434K +$19K +141 +5%
MFW
656
Mosaic Family Wealth
Missouri
$434K +$61.1K +453 +17%
LA
657
Latitude Advisors
Florida
$432K +$540 +4 +0.1%
SC
658
Sepio Capital
Utah
$430K -$2.16K -16 -0.5%
BFA
659
Brendel Financial Advisors
New Hampshire
$426K
EHPM
660
Emery Howard Portfolio Management
California
$425K
MIM
661
Merrion Investment Management
New Jersey
$424K
BPCE
662
Bank Pictet & Cie (Europe)
Germany
$421K +$74.2K +550 +23%
AIC
663
Ameritas Investment Company
Nebraska
$418K +$399K +2,954 New
NPP
664
New Potomac Partners
Maryland
$418K +$41.8K +310 +12%
CCMD
665
Cypress Capital Management (Delaware)
Delaware
$414K
HIP
666
Harrell Investment Partners
Texas
$412K +$393K +2,910 New
LHC
667
Little House Capital
Massachusetts
$412K +$393K +2,910 New
WOSD
668
WFA of San Diego
California
$406K +$387K +2,867 New
STA
669
Summit Trail Advisors
New York
$405K +$124K +918 +47%
SWM
670
Segment Wealth Management
Texas
$403K
BFS
671
Bradley Foster & Sargent
Connecticut
$403K +$83.3K +617 +28%
AWM
672
Aries Wealth Management
Maine
$403K +$374K +2,775 New
SF
673
Synovus Financial
Georgia
$402K -$444K -3,294 -54%
GRP
674
Global Retirement Partners
California
$402K -$27.5K -204 -7%
GKWIM
675
Gerber Kawasaki Wealth & Investment Management
California
$400K +$52.6K +390 +16%

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.