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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
OIA
51
OneDigital Investment Advisors
Kansas
$27.6M -$696K -5,849 -3%
NEIRG
52
New England Investment & Retirement Group
Massachusetts
$27.6M +$25.7M +216,124 New
Fidelity International
53
Fidelity International
Bermuda
$27.4M +$25.6M +215,000 New
AR
54
Advisory Research
Illinois
$26.9M +$11.7M +98,764 +88%
AWM
55
AE Wealth Management
Kansas
$26.3M +$14.9M +125,286 +156%
WMG
56
WESCAP Management Group
California
$25.7M -$196K -1,652 -0.8%
Janney Montgomery Scott
57
Janney Montgomery Scott
Pennsylvania
$25.6M +$1.89M +15,913 +9%
BWM
58
BT Wealth Management
Georgia
$25.2M +$4.29M +36,080 +22%
MA
59
MJP Associates
Connecticut
$25M +$23.4M +196,399 New
SS
60
Simplicity Solutions
Minnesota
$24.8M +$14.9M +125,355 +181%
HFS
61
Howard Financial Services
Texas
$24.6M +$1.08M +9,053 +5%
CTC
62
Central Trust Company
Missouri
$24.4M -$96.1K -808 -0.4%
Baird Financial Group
63
Baird Financial Group
Wisconsin
$23.8M -$19M -160,094 -46%
SFA
64
Sequoia Financial Advisors
Ohio
$23.3M -$1.15M -9,674 -5%
MM
65
Main Management
California
$23M +$362K +3,044 +2%
BlackRock
66
BlackRock
New York
$22M -$17.8K -150 -0.1%
CIAS
67
Capital Investment Advisory Services
North Carolina
$21.9M +$2.89M +24,263 +16%
CA
68
Cetera Advisors
Colorado
$21.4M -$673K -5,655 -3%
AWA
69
Arete Wealth Advisors
Illinois
$21.4M +$19.6M +165,132 +6,824%
KAS
70
Kestra Advisory Services
Texas
$20M +$4.86M +40,847 +35%
SWP
71
Stratos Wealth Partners
Ohio
$19.8M +$15.6M +131,572 +548%
Deutsche Bank
72
Deutsche Bank
Germany
$18.7M +$17.4M +146,210 +487,367%
QA
73
Quantitative Advantage
Minnesota
$18.6M +$800K +6,727 +5%
VI
74
Vestcor Inc
New Brunswick, Canada
$18.5M +$14.7M +123,900 +584%
VFA
75
Valeo Financial Advisors
Indiana
$18.4M +$12.1M +101,564 +238%
1 2
3
4 5

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.