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
ADL
851
Asset Dedication LLC
California
$1K – – –
GA
852
GoalVest Advisory
New York
$1K +$476 +4 New
RF
853
Robbins Farley
New Hampshire
$1K +$595 +5 New
NDSI
854
Newman Dignan & Sheerar Inc
Rhode Island
$253 -$4.64K -39 -2%
AIM
855
Axiom Investment Management
New York
$66 -$46K -387 -43%
HI
856
Horizon Investments
North Carolina
– -$87.5M -809,117 Closed
UBS AM
857
UBS AM
Illinois
– -$9.62M -88,962 Closed
WI
858
Wintrust Investments
Illinois
– -$3.85M -35,601 Closed
MIG
859
Mariner Investment Group
New York
– -$3.38M -31,300 Closed
HC
860
Hourglass Capital
Texas
– -$3.24M -30,000 Closed
PP
861
Paloma Partners
Connecticut
– -$2.58M -23,845 Closed
CWM
862
Centric Wealth Management
Illinois
– -$1.25M -11,941 Closed
NIA
863
Northstar Investment Advisors
Colorado
– -$1.16M -10,725 Closed
Jane Street
864
Jane Street
New York
– -$654K -5,496 Closed
UB
865
UMB Bank
Missouri
– -$548K -5,390 Closed
GAM
866
Garrison Asset Management
Arkansas
– -$576K -5,325 Closed
WOSD
867
WFA of San Diego
California
– -$453K -4,192 Closed
GIM
868
Goelzer Investment Management
Indiana
– -$324K -3,000 Closed
TI
869
Trexquant Investment
Connecticut
– -$306K -2,828 Closed
SG Americas Securities
870
SG Americas Securities
New York
– -$305K -2,820 Closed
CSPIA
871
Cary Street Partners Investment Advisory
Virginia
– -$304K -2,812 Closed
CICI
872
Capital Investment Counsel Inc
North Carolina
– -$268K -2,475 Closed
Qube Research & Technologies (QRT)
873
Qube Research & Technologies (QRT)
United Kingdom
– -$259K -2,400 Closed
WCF
874
West Coast Financial
California
– -$258K -2,383 Closed
Wolverine Trading
875
Wolverine Trading
Illinois
– -$274K -2,304 Closed
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.