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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
FSA
701
Franklin Street Advisors
North Carolina
$230K +$214K +1,800 New
WLIM
702
White Lighthouse Investment Management
Massachusetts
$227K -$29.7K -250 -12%
GT
703
Glenview Trust
Kentucky
$227K +$212K +1,780 New
MC
704
Montag & Caldwell
Georgia
$225K +$210K +1,768 New
MWPCG
705
Measured Wealth Private Client Group
New Hampshire
$223K +$208K +1,745 New
CCP
706
Corient Capital Partners
California
$223K +$208K +1,752 New
FAM
707
Flaharty Asset Management
Florida
$221K +$206K +1,736 New
CAM
708
Cubic Asset Management
Massachusetts
$220K +$205K +1,724 New
EHC
709
Everett Harris & Co
California
$220K +$205K +1,725 New
TIM
710
Tortoise Investment Management
New York
$217K – – –
PC
711
Permanens Capital
New York
$217K +$202K +1,699 New
ESB
712
Essex Savings Bank
Connecticut
$217K +$202K +1,700 New
PG
713
Patten Group
Tennessee
$216K +$201K +1,690 New
SFP
714
Shepherd Financial Partners
Massachusetts
$216K +$202K +1,696 New
ACM
715
Alamar Capital Management
California
$215K +$200K +1,683 New
BFC
716
Bedel Financial Consulting
Indiana
$213K -$9.28K -78 -4%
FUBT
717
First United Bank & Trust
Maryland
$212K +$197K +1,659 New
AIA
718
Avalon Investment & Advisory
Texas
$212K +$197K +1,660 New
ETI
719
Enterprise Trust & Investment
California
$211K – – –
RCAG
720
Rehmann Capital Advisory Group
Michigan
$210K +$196K +1,647 New
CAI
721
Capital Advisors Inc
Oklahoma
$210K +$196K +1,645 New
CRWM
722
Castle Rock Wealth Management
California
$209K +$189K +1,593 New
HS
723
Horan Securities
United States
$208K +$21.2K +178 +12%
ECM
724
Evergreen Capital Management
Washington
$207K +$193K +1,624 New
TCA
725
Transcend Capital Advisors
New Jersey
$202K +$180K +1,513 New
27 28
29
30 31

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.