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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
VCM
776
Versant Capital Management
Arizona
$60K – – –
SIM
777
Sonora Investment Management
Arizona
$60K +$13.8K +116 +33%
VBCG
778
Valley Brook Capital Group
Pennsylvania
$59K +$55.3K +465 New
JWBC
779
John W. Brooker & Co
California
$58K -$951 -8 -2%
BC
780
Barnett & Company
Tennessee
$56K +$29.7K +250 +132%
MPCG
781
Matrix Private Capital Group
New York
$55K – – –
PB
782
Pinnacle Bancorp
Nebraska
$54K – – –
RA
783
Reby Advisors
Connecticut
$54K +$50.5K +425 New
SFSIG
784
San Francisco Sentry Investment Group
California
$52K – – –
AF
785
Allworth Financial
California
$51K – – –
NFSG
786
Newbridge Financial Services Group
Florida
$51K – – –
SQA
787
Simon Quick Advisors
New Jersey
$50K -$9.87K -83 -17%
AWM
788
Avior Wealth Management
Nebraska
$50K – – –
AW
789
Avion Wealth
Texas
$48K – – –
SWA
790
Sutton Wealth Advisors
Florida
$47.4K – – –
PWA
791
Phoenix Wealth Advisors
North Carolina
$46K +$42.6K +358 New
GWM
792
Greenhouse Wealth Management
Connecticut
$45K +$41.6K +350 New
CWA
793
Clearview Wealth Advisors
Oregon
$44K +$40.8K +343 New
HWM
794
HighMark Wealth Management
Minnesota
$42K +$119 +1 +0.3%
PS
795
Planned Solutions
California
$40K – – –
HGWM
796
Harvest Group Wealth Management
Massachusetts
$37K – – –
ACA
797
Atlas Capital Advisors
Wyoming
$36.6K +$34K +286 New
WWM
798
Wolff Wiese Magana
California
$35K +$32.7K +275 New
LDFR
799
Lehman & Derafelo Financial Resources
Pennsylvania
$34K – – –
Bessemer Group
800
Bessemer Group
New Jersey
$33K – – –
30 31
32
33 34

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.