We are live on ! Find out more
RSP icon

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
GT
801
Glenview Trust
Kentucky
$268K
EW
802
Emerson Wealth
Michigan
$267K +$264K +1,774 New
MC
803
Montag & Caldwell
Georgia
$266K
CCWA
804
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$266K +$263K +1,767 New
IF
805
Intrua Financial
Texas
$265K +$447 +3 +0.2%
SWA
806
Stratos Wealth Advisors
Ohio
$263K +$260K +1,747 New
HWMA
807
Heritage Wealth Management (Arizona)
Arizona
$262K -$45.9K -308 -15%
FAM
808
Flaharty Asset Management
Florida
$262K
FSA
809
Franklin Street Advisors
North Carolina
$261K -$10.3K -69 -4%
BSW
810
Buckingham Strategic Wealth
Missouri
$259K +$29.8K +200 +13%
ESB
811
Essex Savings Bank
Connecticut
$257K
RA
812
RFG Advisory
Alabama
$257K +$10.1K +68 +4%
TLP
813
Trinity Legacy Partners
Texas
$257K +$254K +1,703 New
SFP
814
Shepherd Financial Partners
Massachusetts
$256K
SS
815
Simplicity Solutions
Minnesota
$256K
TIM
816
Tortoise Investment Management
New York
$256K
BFC
817
Bedel Financial Consulting
Indiana
$253K +$744 +5 +0.3%
MWPCG
818
Measured Wealth Private Client Group
New Hampshire
$253K +$22.9K +154 +10%
VDBMI
819
Van Den Berg Management I
Texas
$253K +$250K +1,680 New
AIA
820
Avalon Investment & Advisory
Texas
$250K
MCA
821
Magnolia Capital Advisors
Mississippi
$248K -$77K -517 -24%
FGAM
822
Financial Gravity Asset Management
Texas
$247K +$15.6K +105 New
ECM
823
Evergreen Capital Management
Washington
$245K
JWM
824
JGP Wealth Management
Oregon
$244K +$22.5K +151 +10%
DFG
825
Demars Financial Group
Washington
$243K +$240K +1,612 New

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.