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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
ME
801
McIlrath & Eck
Washington
$33K – – –
PP
802
PrairieView Partners
Minnesota
$32K – – –
1IA
803
1834 Investment Advisors
Wisconsin
$30K – – –
HMS
804
Hanseatic Management Services
New Mexico
$28K +$25.7K +216 New
FFA
805
Founders Financial Alliance
North Carolina
$27K – – –
CTB
806
Country Trust Bank
Illinois
$26K – – –
FWM
807
Filbrandt Wealth Management
Wisconsin
$26K – – –
LGWM
808
Litman Gregory Wealth Management
California
$26K – – –
MAM
809
Marquette Asset Management
Minnesota
$26K – – –
WT
810
Whittier Trust
California
$26K – – –
POIA
811
Pin Oak Investment Advisors
Texas
$26K +$23.8K +200 New
KFI
812
Key Financial Inc
Pennsylvania
$26K +$24.3K +204 New
KPCM
813
Kings Point Capital Management
New York
$25K – – –
FGAM
814
Financial Gravity Asset Management
Texas
$25K +$23.4K +197 New
DAC
815
Dividend Assets Capital
South Carolina
$25K +$23.5K +198 New
FP
816
Financial Perspectives
Minnesota
$23.6K – – –
CFG
817
Cambridge Financial Group
Ohio
$23.6K +$14.3K +120 +185%
LFG
818
Larson Financial Group
Missouri
$21K – – –
GSAM
819
Grant Street Asset Management
Pennsylvania
$21K +$20K +168 New
AWG
820
Altus Wealth Group
Colorado
$20K +$18.9K +159 New
KFS
821
Kelly Financial Services
Massachusetts
$19.8K – – –
WB
822
Webster Bank
Connecticut
$19K -$5.95K -50 -25%
OAJ
823
Ogorek Anthony Joseph
New York
$19K – – –
GLLW
824
Graves Light Lenhart Wealth
Virginia
$19K +$17.7K +149 New
HIM
825
HawsGoodwin Investment Management
Tennessee
$19K +$18K +151 New
31 32
33
34 35

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.