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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
DWA
751
Dougherty Wealth Advisers
Minnesota
$115K – – –
SL
752
Savior LLC
Massachusetts
$110K – – –
CWM
753
Curi Wealth Management
North Carolina
$109K +$102K +854 New
GFPC
754
Global Financial Private Client
Florida
$109K – – –
OC
755
Oakworth Capital
Alabama
$107K – – –
HCM
756
Highlander Capital Management
New Jersey
$107K +$4.76K +40 +5%
SIAG
757
Safeguard Investment Advisory Group
California
$104K +$97.6K +821 New
Parallax Volatility Advisers
758
Parallax Volatility Advisers
California
$103K -$349K -2,933 -78%
EW
759
Element Wealth
Mississippi
$102K – – –
EIP
760
Ellis Investment Partners
Pennsylvania
$101K +$357 +3 +0.4%
RFA
761
Reilly Financial Advisors
California
$96K +$59.5K +500 +200%
BCA
762
Berman Capital Advisors
Georgia
$95K – – –
JFGIW
763
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$95K – – –
BFG
764
Baron Financial Group
New Jersey
$89.3K -$20.2K -170 -20%
SC
765
SouthState Corp
Florida
$89K – – –
IWP
766
IAG Wealth Partners
Wisconsin
$87K -$2.85K -24 -3%
HDIM
767
Hanson & Doremus Investment Management
Vermont
$82K – – –
LWA
768
Lowe Wealth Advisors
Maryland
$82K – – –
TFGT
769
TS Financial Group (TSFG)
Illinois
$82K – – –
MWP
770
Meridian Wealth Partners
Pennsylvania
$77K +$72.1K +606 New
RG
771
Retirement Group
California
$74K +$48K +404 +228%
TIAM2
772
Tru Independence Asset Management 2
Oregon
$69K +$64.1K +539 New
BWP
773
Baldwin Wealth Partners
Massachusetts
$67K – – –
FFA
774
Freedman Financial Associates
Massachusetts
$64K +$59.5K +500 New
AP
775
Atwood & Palmer
Missouri
$61K -$20.8K -175 -27%
29 30
31
32 33

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.