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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
FCI
726
Financial Counselors Inc
Kansas
$393K +$175K +1,175 +82%
NEAM
727
New England Asset Management
Connecticut
$392K
TFCP
728
Twin Focus Capital Partners
Massachusetts
$392K +$3.13K +21 +0.8%
WJA
729
Willis Johnson & Associates
Texas
$387K +$893 +6 +0.2%
SFG
730
SevenBridge Financial Group
Pennsylvania
$386K
CC
731
Claybrook Capital
Massachusetts
$386K +$381K +2,560 New
KCA
732
Karn Couzens & Associates
Connecticut
$386K +$381K +2,562 New
AAS
733
Annex Advisory Services
Wisconsin
$377K -$7.59K -51 -2%
FBFS
734
First Business Financial Services
Wisconsin
$377K
JFGLC
735
Johnson Financial Group LLC (Colorado)
Colorado
$377K +$372K +2,499 New
JWA
736
JFS Wealth Advisors
Pennsylvania
$377K +$372K +2,500 New
ST
737
Smithfield Trust
Pennsylvania
$375K
FA
738
FDx Advisors
Illinois
$374K +$369K +2,480 New
AP
739
Americana Partners
Texas
$373K
DOA
740
D'Orazio & Associates
Virginia
$370K -$16.5K -111 -4%
FNBSF
741
First National Bank Sioux Falls
South Dakota
$369K -$25.6K -172 -7%
AFIA
742
America First Investment Advisors
Nebraska
$368K +$13K +87 +4%
SAM
743
Selway Asset Management
$362K
VA
744
Valmark Advisers
Ohio
$361K +$3.42K +23 +1%
JF
745
JSF Financial
California
$360K
HP
746
HT Partners
Connecticut
$357K +$2.08K +14 +0.6%
GWM
747
Greenwich Wealth Management
Connecticut
$355K +$13.4K +90 +4%
KCM
748
Kanawha Capital Management
Virginia
$354K +$45.6K +306 +15%
AUB
749
Atlantic Union Bankshares
Virginia
$352K
RBFC
750
Roman Butler Fullerton & Co
Missouri
$352K +$113K +760 +48%

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.