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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
WLPWM
901
Walled Lake Planning & Wealth Management
Illinois
$73K +$298 +2 +0.4%
TCM
902
Tradewinds Capital Management
Washington
$72K
VCM
903
Versant Capital Management
Arizona
$72K
SB
904
Strategic Blueprint
Georgia
$72K +$71.5K +480 New
BFG
905
Baron Financial Group
New Jersey
$70.1K -$35K -235 -34%
HDIM
906
Hanson & Doremus Investment Management
Vermont
$70K
RDWM
907
Red Door Wealth Management
Tennessee
$70K +$69.8K +469 New
MCA
908
Mercer Capital Advisers
New Jersey
$68K
WPA
909
West Paces Advisors
Georgia
$67.1K
PB
910
Pinnacle Bancorp
Nebraska
$63K -$744 -5 -1%
JWBC
911
John W. Brooker & Co
California
$61K -$7.59K -51 -11%
AF
912
Allworth Financial
California
$61K
SFSIG
913
San Francisco Sentry Investment Group
California
$61K
SWA
914
Sutton Wealth Advisors
Florida
$56.1K
Optiver Holding
915
Optiver Holding
Netherlands
$55K +$54.6K +367 New
KFS
916
Kelly Financial Services
Massachusetts
$55K +$1.21M +8,135 +5,248%
SQA
917
Simon Quick Advisors
New Jersey
$54K -$23.5K -158 -31%
PWM
918
Prentice Wealth Management
New York
$54K
SIM
919
Sonora Investment Management
Arizona
$54K
IWP
920
IAG Wealth Partners
Wisconsin
$52K -$20.8K -140 -29%
SCA
921
Stonebridge Capital Advisors
Minnesota
$52K +$26.8K +180 +100%
LF
922
Lee Financial
Texas
$50K +$38.7K +260 +377%
QCG
923
Quadrant Capital Group
Ohio
$45K
LTI
924
Laffer Tengler Investments
Tennessee
$43.4K +$42.9K +288 New
ACA
925
Atlas Capital Advisors
Wyoming
$43.2K

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.