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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
IF
676
Ironwood Financial
Arizona
$515K +$38.6K +259 +8%
SFP
677
Sterling Financial Planning
New Jersey
$504K -$110K -737 -18%
WQ
678
Wealth Quarterback
New Jersey
$504K +$497K +3,340 New
FNBOO
679
First National Bank of Omaha
Nebraska
$500K
Lido Advisors
680
Lido Advisors
California
$497K -$150K -1,006 -23%
SW
681
SteelPeak Wealth
California
$496K -$19.9K -134 -4%
SCM
682
Schnieders Capital Management
California
$494K +$149K +1,000 +44%
DLCIG
683
D.L. Carlson Investment Group
New Hampshire
$493K -$84.9K -570 -15%
MPIA
684
Mountain Pacific Investment Advisers
Idaho
$492K -$20.8K -140 -4%
TC
685
TownSquare Capital
Utah
$491K +$5.06K +34 +1%
KOMWMG
686
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$491K +$15.3K +103 +3%
Luther King Capital Management (LKCM)
687
Luther King Capital Management (LKCM)
Texas
$489K
AWM
688
Aries Wealth Management
Maine
$489K +$70K +470 +17%
EWM
689
Empirical Wealth Management
Washington
$488K +$154K +1,036 +47%
CAM
690
Cresset Asset Management
Illinois
$484K -$405K -2,723 -46%
NPP
691
New Potomac Partners
Maryland
$483K +$37.8K +254 +9%
FCMT
692
Founders Capital Management (Texas)
Texas
$480K +$447 +3 +0.1%
KBFS
693
Kohmann Bosshard Financial Services
Ohio
$472K
WDG
694
Wealth Dimensions Group
Ohio
$467K +$298 +2 +0.1%
LA
695
Latitude Advisors
Florida
$460K +$298 +2 +0.1%
TI
696
Tidal Investments
Wisconsin
$459K +$62.5K +420 +16%
BFA
697
Brendel Financial Advisors
New Hampshire
$454K
SC
698
Sepio Capital
Utah
$452K -$5.06K -34 -1%
EHPM
699
Emery Howard Portfolio Management
California
$452K
MIM
700
Merrion Investment Management
New Jersey
$452K

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.