We are live on ! Find out more
RSP icon

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
CAL
651
Capital Analysts LLC
Pennsylvania
$577K -$24.3K -163 -4%
PWMG
652
Pinnacle Wealth Management Group
Michigan
$575K +$568K +3,815 New
TW
653
TrinityPoint Wealth
Connecticut
$568K -$14.9K -100 -3%
JWCA
654
J.W. Coons Advisors
Ohio
$567K
MWM
655
Merriman Wealth Management
Washington
$566K +$28.4K +191 +5%
First Manhattan
656
First Manhattan
New York
$564K
AL
657
ACAS LLC
California
$561K
WCG
658
Weaver Consulting Group
California
$558K
TCWA
659
Ten Capital Wealth Advisors
Washington
$556K +$549K +3,689 New
WA
660
Wealth Architects
California
$553K -$30.4K -204 -5%
JIC
661
Johnson Investment Counsel
Ohio
$550K
MIC
662
Meridian Investment Counsel
California
$549K +$8.93K +60 +2%
AIM
663
Anchor Investment Management
South Carolina
$548K +$52.1K +350 +11%
IFAM
664
Institutional & Family Asset Management
Colorado
$546K +$402K +2,700 +293%
GI
665
Glovista Investments
New Jersey
$543K
CSIC
666
Clifford Swan Investment Counsel
California
$541K +$152K +1,023 +40%
SFG
667
StrategIQ Financial Group
Indiana
$540K
PWM
668
Paulson Wealth Management
Illinois
$539K
GKWIM
669
Gerber Kawasaki Wealth & Investment Management
California
$535K +$108K +723 +26%
LA
670
LVW Advisors
New York
$532K +$526K +3,530 New
PP
671
Patten & Patten
Tennessee
$530K -$893 -6 -0.2%
FFG
672
Ford Financial Group
California
$529K +$447 +3 +0.1%
EHC
673
Everett Harris & Co
California
$524K
GWSG
674
GPS Wealth Strategies Group
Colorado
$524K +$518K +3,477 New
RRA
675
Round Rock Advisors
Connecticut
$518K -$15.6K -105 -3%

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.