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
BA
701
Bridgewater Advisors
New York
$451K +$446K +2,995 New
RWG
702
Regal Wealth Group
California
$450K -$50.5K -339 -10%
OWA
703
Octavia Wealth Advisors
Ohio
$448K -$42.4K -285 -9%
BPCE
704
Bank Pictet & Cie (Europe)
Germany
$448K
VAG
705
VisionPoint Advisory Group
Texas
$443K +$35.9K +241 +9%
CCMD
706
Cypress Capital Management (Delaware)
Delaware
$441K
SBIA
707
Sheaff Brock Investment Advisors
Indiana
$438K +$29.9K +201 +7%
GSWM
708
Golden State Wealth Management
California
$437K +$207K +1,393 +92%
WOSD
709
WFA of San Diego
California
$432K
SWM
710
Segment Wealth Management
Texas
$429K
BFS
711
Bradley Foster & Sargent
Connecticut
$428K
CSPIA
712
Cary Street Partners Investment Advisory
Virginia
$425K +$144K +968 +52%
FFA
713
Fragasso Financial Advisors
Pennsylvania
$423K +$7.59K +51 +2%
HA
714
HC Advisors
Georgia
$422K
HCM
715
Hengehold Capital Management
Ohio
$418K -$43.2K -290 -9%
CCP
716
Corient Capital Partners
California
$418K
LAS
717
Lloyd Advisory Services
Georgia
$414K +$12.7K +85 +3%
EWM
718
Evercore Wealth Management
New York
$407K
I
719
INVST
Indiana
$405K -$72.5K -487 -15%
HIP
720
Harrell Investment Partners
Texas
$404K -$33.9K -228 -8%
CL
721
CPWM LLC
Washington
$403K +$44.7K +300 +13%
GHAM
722
Gilman Hill Asset Management
Connecticut
$400K
RRWA
723
Rainey & Randall Wealth Advisors
Florida
$399K +$1.64K +11 +0.4%
SWM
724
Selective Wealth Management
Virginia
$399K +$395K +2,650 New
BG
725
Benedetti & Gucer
Georgia
$396K +$19.1K +128 +5%

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.