We are live on ! Find out more
RSP icon

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
GI
826
Gradient Investments
Minnesota
$15K – – –
RPWA
827
Regent Peak Wealth Advisors
Georgia
$14K +$13.1K +110 New
ICM
828
Islay Capital Management
Texas
$13K – – –
MSFP
829
Mark Sheptoff Financial Planning
Connecticut
$13K – – –
FWM
830
Focused Wealth Management
New York
$13K +$119 +1 +1%
TWA
831
TCI Wealth Advisors
Arizona
$13K +$3.45K +29 +39%
AWM
832
Accel Wealth Management
Iowa
$13K +$11.9K +100 New
BNP Paribas Financial Markets
833
BNP Paribas Financial Markets
France
$12.8K -$35.7K -300 -75%
CFFP
834
Center for Financial Planning
Michigan
$11K +$10.3K +87 New
RFWA
835
RPg Family Wealth Advisory
Massachusetts
$10.7K +$9.99K +84 New
PFBT
836
Parkside Financial Bank & Trust
Missouri
$10K – – –
SIS
837
Sound Income Strategies
Florida
$10K – – –
LF
838
Lee Financial
Texas
$9K – – –
CCMW
839
Cypress Capital Management (Wyoming)
Wyoming
$8K – – –
HI
840
Hudock Inc
Pennsylvania
$8K – – –
WLPWM
841
Walled Lake Planning & Wealth Management
Illinois
$6K -$5.35K -45 -51%
TFA
842
Transamerica Financial Advisors
Florida
$6K – – –
PMFA
843
Plante Moran Financial Advisors
Michigan
$5K – – –
MAM
844
McCarthy Asset Management
California
$5K +$5K +42 New
CCA
845
Column Capital Advisors
Indiana
$4K – – –
CFD
846
Creative Financial Designs
Indiana
$3K -$4.16K -35 -58%
FMII
847
Farmers & Merchants Investments Inc
Nebraska
$3K +$2.38K +20 New
BWM
848
BerganKDV Wealth Management
Minnesota
$2K – – –
CIM
849
Contravisory Investment Management
Massachusetts
$2K – – –
HFA
850
Hoover Financial Advisors
Pennsylvania
$2K +$1.67K +14 New
32 33
34
35 36

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.