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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
AW
926
Avion Wealth
Texas
$43K
PCG
927
Private Capital Group
Connecticut
$42K -$3.72K -25 -8%
WWM
928
Wolff Wiese Magana
California
$41K
ME
929
McIlrath & Eck
Washington
$39K
EWM
930
Evermay Wealth Management
Virginia
$39K +$38.7K +260 New
RFA
931
Reilly Financial Advisors
California
$38K -$74.4K -500 -67%
PP
932
PrairieView Partners
Minnesota
$38K
CCM
933
Covington Capital Management
California
$38K +$18.5K +124 +95%
1IA
934
1834 Investment Advisors
Wisconsin
$35K
FWM
935
Focused Wealth Management
New York
$35K
NFSG
936
Newbridge Financial Services Group
Florida
$34K -$25.6K -172 -43%
FI
937
FormulaFolio Investments
Michigan
$34K +$10.9K +73 +48%
TWA
938
TCI Wealth Advisors
Arizona
$33K
HWM
939
HighMark Wealth Management
Minnesota
$33K +$149 +1 +0.5%
FWM
940
Filbrandt Wealth Management
Wisconsin
$31K
KFI
941
Key Financial Inc
Pennsylvania
$31K
MAM
942
Marquette Asset Management
Minnesota
$31K
BC
943
Barnett & Company
Tennessee
$30K -$60K -403 -67%
CTB
944
Country Trust Bank
Illinois
$30K
DAC
945
Dividend Assets Capital
South Carolina
$30K
KPCM
946
Kings Point Capital Management
New York
$29K
FPFS
947
First Personal Financial Services
North Carolina
$28K +$27.2K +183 New
FP
948
Financial Perspectives
Minnesota
$27.9K -$3.87M -26,022 -99%
RG
949
Retirement Group
California
$27K
TLFA
950
True Link Financial Advisors
California
$26K

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.