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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
FHA
76
First Horizon Advisors
Tennessee
$18.1M -$78.6K -661 -0.5%
EC
77
Estate Counselors
Wisconsin
$18.1M +$8.62M +72,460 +105%
AC
78
AlphaCore Capital
California
$17.8M +$1.08M +9,087 +7%
SWA
79
Sightline Wealth Advisors
Connecticut
$17.5M +$16.3M +137,283 New
Cetera Investment Advisers
80
Cetera Investment Advisers
Illinois
$17.4M +$12.7M +107,185 +365%
ERWM
81
Elk River Wealth Management
Colorado
$17.4M +$16.2M +136,081 New
CHJWM
82
Carlton Hofferkamp & Jenks Wealth Management
Texas
$16.7M -$246K -2,069 -2%
MWM
83
Moulton Wealth Management
Washington
$16.5M +$14.9M +125,432 New
ML
84
McAdam LLC
Pennsylvania
$16.3M -$6.63M -55,755 -31%
JGIA
85
Jackson Grant Investment Advisers
Connecticut
$16.2M -$150K -1,258 -1%
JBA
86
Johnson Bixby & Associates
Washington
$15.7M +$14.6M +122,707 New
FLPIM
87
F.L. Putnam Investment Management
Massachusetts
$15.3M -$623K -5,240 -4%
SI
88
Stephens Inc
Arkansas
$15.1M -$790K -6,646 -5%
Allianz Asset Management
89
Allianz Asset Management
Germany
$14.9M -$14.7M -123,534 -51%
PCIA
90
Prime Capital Investment Advisors
Kansas
$14.7M +$7.76M +65,237 +129%
SRC
91
Sage Rhino Capital
California
$13.8M -$159K -1,335 -1%
Millennium Management
92
Millennium Management
New York
$13.4M +$7.12M +59,899 +133%
EWA
93
Exencial Wealth Advisors
Oklahoma
$13.1M +$12.2M +102,981 New
NA
94
NewEdge Advisors
Louisiana
$12.9M -$1.29M -10,874 -10%
JFS
95
JD Financial Services
Pennsylvania
$12.8M +$11.9M +100,260 New
CAN
96
Cetera Advisor Networks
California
$12.8M +$1.39M +11,648 +13%
VLC
97
Van Leeuwen & Company
New Jersey
$12.7M +$11.8M +99,438 New
GWM
98
Geneos Wealth Management
Colorado
$12.6M +$8.37M +70,335 +310%
MWM
99
MinichMacGregor Wealth Management
New York
$12.5M +$6.1M +51,263 +110%
OA
100
Oxbow Advisors
Texas
$12.4M -$86.2K -725 -0.7%
2 3
4
5 6

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.