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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
AAMA
951
Advanced Asset Management Advisors
Ohio
$26K +$26.1K +175 New
LFG
952
Larson Financial Group
Missouri
$25K +$149 +1 +0.6%
Jones Financial Companies
953
Jones Financial Companies
Missouri
$24K
PMFA
954
Plante Moran Financial Advisors
Michigan
$24K +$17.6K +118 +295%
CHC
955
City Holding Co
West Virginia
$24K +$24K +161 New
WB
956
Webster Bank
Connecticut
$23K
HIM
957
HawsGoodwin Investment Management
Tennessee
$23K +$22.5K +151 New
LDFR
958
Lehman & Derafelo Financial Resources
Pennsylvania
$22K -$13.1K -88 -38%
GLLW
959
Graves Light Lenhart Wealth
Virginia
$22K
OAJ
960
Ogorek Anthony Joseph
New York
$22K
GI
961
Gradient Investments
Minnesota
$21K
CFO
962
CVA Family Office
Colorado
$19K
HI
963
Hudock Inc
Pennsylvania
$19K +$10.3K +69 +110%
AWM
964
Accel Wealth Management
Iowa
$15K
FPS
965
Fieldpoint Private Securities
Connecticut
$15K +$14.7K +99 New
PSB
966
Piscataqua Savings Bank
New Hampshire
$13K
RFWA
967
RPg Family Wealth Advisory
Massachusetts
$12.7K +$12.5K +84 New
PFBT
968
Parkside Financial Bank & Trust
Missouri
$12K
DWA
969
Delos Wealth Advisors
Texas
$12K +$11.5K +77 New
SIS
970
Sound Income Strategies
Florida
$11K
EW
971
Evoke Wealth
California
$11K +$10.7K +72 New
H
972
HoyleCohen
California
$9.65K +$339K +2,277 +4%
CCMW
973
Cypress Capital Management (Wyoming)
Wyoming
$8K -$1.49K -10 -15%
MSFP
974
Mark Sheptoff Financial Planning
Connecticut
$8K
PWMG
975
Prestige Wealth Management Group
New Jersey
$8K

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.