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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
IIC
876
Integrated Investment Consultants
Michigan
– -$217K -2,008 Closed
Jones Financial Companies
877
Jones Financial Companies
Missouri
– -$217K -2,007 Closed
FPCG
878
Fort Pitt Capital Group
Pennsylvania
– -$207K -1,918 Closed
Verition Fund Management
879
Verition Fund Management
Connecticut
– -$200K -1,851 Closed
FHA
880
Flagship Harbor Advisors
Massachusetts
– -$126K -1,172 Closed
WCG
881
Weaver Consulting Group
California
– -$99K -913 Closed
SL
882
Salomon & Ludwin
Virginia
– -$65K -600 Closed
PCWA
883
Pacific Capital Wealth Advisors
California
– -$58K -539 Closed
NC
884
NewSquare Capital
Pennsylvania
– -$58K -535 Closed
CHAM
885
Clear Harbor Asset Management
Connecticut
– -$45.6K -422 Closed
HCA
886
Horan Capital Advisors
Ohio
– -$38K -351 Closed
BWM
887
Baystate Wealth Management
Massachusetts
– -$35K -327 Closed
TI
888
tru Independence
Oregon
– -$23K -210 Closed
TFM
889
TFC Financial Management
Massachusetts
– -$4K -39 Closed
LS
890
Leelyn Smith
Illinois
– -$2K -20 Closed
CCM
891
Chiron Capital Management
Florida
– -$2K -19 Closed
BWM
892
BNC Wealth Management
Oregon
– -$2K -18 Closed
JCM
893
Jacobi Capital Management
Pennsylvania
– -$1K -7 Closed
RPCA
894
Running Point Capital Advisors
California
– +$119 +1 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.