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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
MPCG
876
Matrix Private Capital Group
New York
$134K +$68.6K +461 +108%
AF
877
Advisornet Financial
Minnesota
$132K -$13.4K -90 -9%
GFPC
878
Global Financial Private Client
Florida
$129K
OC
879
Oakworth Capital
Alabama
$127K
EW
880
Element Wealth
Mississippi
$121K
PP
881
Prosperity Planning
Missouri
$121K
EIP
882
Ellis Investment Partners
Pennsylvania
$119K +$298 +2 +0.3%
AWM
883
Atticus Wealth Management
Florida
$114K +$149 +1 +0.1%
JFGIW
884
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$112K
AWM
885
Avior Wealth Management
Nebraska
$112K +$52.1K +350 +88%
EL
886
EMFO LLC
Florida
$111K +$109K +734 New
HMS
887
Hanseatic Management Services
New Mexico
$106K -$4.47K -30 -4%
SC
888
SouthState Corp
Florida
$106K
TRCT
889
Tower Research Capital (TRC)
New York
$104K +$78.5K +527 +319%
FCA
890
FinTrust Capital Advisors
South Carolina
$100K +$75.6K +508 +322%
TFGT
891
TS Financial Group (TSFG)
Illinois
$96K
AP
892
Atwood & Palmer
Missouri
$85K
PWA
893
Phoenix Wealth Advisors
North Carolina
$84K
CWA
894
Clearview Wealth Advisors
Oregon
$82K -$12.7K -85 -13%
RCM
895
Rain Capital Management
Oregon
$81K +$298 +2 +0.4%
AIM
896
Axiom Investment Management
New York
$79K
BWP
897
Baldwin Wealth Partners
Massachusetts
$79K
HS
898
Horan Securities
United States
$77K
SAM
899
S.A. Mason
Michigan
$77K +$75.9K +510 New
FFA
900
Freedman Financial Associates
Massachusetts
$75K

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.