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
KFP
826
KMG Fiduciary Partners
Ohio
$243K +$240K +1,612 New
MCM
827
Mainstay Capital Management
Michigan
$242K
ETI
828
Enterprise Trust & Investment
California
$241K
DI
829
DAGCO Inc
Ohio
$241K +$238K +1,601 New
OCM
830
Orser Capital Management
Texas
$236K
MFW
831
Meristem Family Wealth
Minnesota
$234K
RCAG
832
Rehmann Capital Advisory Group
Michigan
$234K -$41.5K -279 -15%
GGS
833
Galvin Gaustad & Stein
Arizona
$233K
WSTAM
834
Wilbanks Smith & Thomas Asset Management
Virginia
$232K -$5.91M -39,682 -96%
FFA
835
Founders Financial Alliance
North Carolina
$229K +$194K +1,300 +596%
SDWMA
836
Schneider Downs Wealth Management Advisors
Pennsylvania
$228K
WA
837
WealthTrust Axiom
Pennsylvania
$226K
AIM
838
Acropolis Investment Management
Missouri
$225K
NDSI
839
Newman Dignan & Sheerar Inc
Rhode Island
$224K -$7.44K -50 -3%
BCM
840
Barometer Capital Management
Ontario, Canada
$221K +$218K +1,465 New
WIC
841
Woodmont Investment Counsel
Tennessee
$219K +$216K +1,450 New
RIL
842
Rothschild Investment LLC
Illinois
$218K
POIA
843
Pin Oak Investment Advisors
Texas
$218K +$128K +862 +147%
HG
844
Harbor Group
New Hampshire
$216K -$7.44K -50 -3%
WTC
845
WhitTier Trust Company
Nevada
$216K
KPW
846
Kore Private Wealth
New York
$214K
GSAM
847
Grant Street Asset Management
Pennsylvania
$212K +$94.2K +633 +60%
CWM
848
Cahaba Wealth Management
Georgia
$212K +$207K +1,393 New
DT
849
Diversified Trust
Tennessee
$211K +$208K +1,398 New
OIA
850
Optimum Investment Advisors
Illinois
$208K +$149 +1 +0.1%

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.