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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
AA
676
Advisory Alpha
Michigan
$268K +$250K +2,100 New
FFA
677
First Foundation Advisors
California
$267K -$46.4K -390 -16%
WWS
678
Wellington Wealth Strategies
Indiana
$266K +$201K +1,688 New
CPWA
679
Cerro Pacific Wealth Advisors
California
$264K +$246K +2,069 New
AWS
680
AJ Wealth Strategies
New York
$263K +$1.07K +9 +0.4%
KCM
681
Kanawha Capital Management
Virginia
$260K -$2.97K -25 -1%
LW
682
Linscomb Wealth
Texas
$257K – – –
SCA
683
Sage Capital Advisors
South Dakota
$256K -$113K -954 -33%
ISL
684
Ingalls & Snyder LLC
New York
$256K -$23.8K -200 -9%
HFA
685
High Falls Advisors
New York
$256K +$239K +2,007 New
AC
686
Asio Capital
Kentucky
$255K – – –
DWM
687
Destination Wealth Management
California
$255K – – –
CAS
688
Coppell Advisory Solutions
Texas
$251K +$234K +1,970 New
AUB
689
Atlantic Union Bankshares
Virginia
$250K – – –
NCM
690
Nelson Capital Management
California
$248K -$577K -4,855 -71%
CB
691
Commerce Bank
Missouri
$248K -$17.8K -150 -7%
STA
692
Summit Trail Advisors
New York
$247K +$231K +1,940 New
MPM
693
Meritage Portfolio Management
Kansas
$243K +$119 +1 +0.1%
WIA
694
Westbourne Investment Advisors
Maryland
$242K +$226K +1,900 New
VAG
695
VisionPoint Advisory Group
Texas
$240K +$224K +1,885 New
AFC
696
AFT Forsyth & Company
Florida
$239K +$357 +3 +0.2%
MWA
697
Meridian Wealth Advisors
Texas
$236K +$220K +1,847 New
ECM
698
EagleClaw Capital Management
Massachusetts
$233K +$218K +1,830 New
BA
699
Bluesphere Advisors
Pennsylvania
$232K +$217K +1,822 New
MBTD
700
Mechanics Bank - Trust Department
California
$231K -$57.1K -480 -21%
26 27
28
29 30

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.