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Invesco S&P 500 Equal Weight ETF
RSP

1,147 hedge funds and large institutions have $19B invested in Invesco S&P 500 Equal Weight ETF in 2021 Q4 according to their latest regulatory filings, with 217 funds opening new positions, 431 increasing their positions, 310 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

362% more first-time investments, than exits

New positions opened: 217 | Existing positions closed: 47

39% more repeat investments, than reductions

Existing positions increased: 431 | Existing positions reduced: 310

15% more funds holding

Funds holding: 1,000 → 1,147 (+147)

14% more funds holding in top 10

Funds holding in top 10: 118 → 135 (+17)

13% more capital invested

Capital invested by funds: $16.8B → $19B (+$2.24B)

2.25% more ownership

Funds ownership: 58.63% → 60.88% (+2.2%)

59% less call options, than puts

Call options by funds: $88.6M | Put options by funds: $215M

Holders
1,147
Holders Change
+147
Holders Change %
+14.7%
% of All Funds
17.65%
Holding in Top 10
135
Holding in Top 10 Change
+17
Holding in Top 10 Change %
+14.41%
% of All Funds
2.08%
New
217
Increased
431
Reduced
310
Closed
47
Calls
$88.6M
Puts
$215M
Net Calls
-$127M
Net Calls Change
+$16.3M

Top Buyers

1
LIA
LBMC Investment Advisors
Tennessee
+$224M
2
Morgan Stanley
Morgan Stanley
New York
+$186M
3
Bank of America
Bank of America
North Carolina
+$97.8M
4
MIH
Meitav Investment House
Israel
+$58.5M
5
Wells Fargo
Wells Fargo
California
+$51.5M

Top Sellers

1
CFFNO
Common Fund For Nonprofit Organizations
Connecticut
-$259M
2
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
-$86.9M
3
AI
AdvisorShares Investments
Maryland
-$75.7M
4
Goldman Sachs
Goldman Sachs
New York
-$53.3M
5
JP Morgan Chase
JP Morgan Chase
New York
-$35.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
RFA
976
RTD Financial Advisors
Pennsylvania
$216K +$210K +1,327 New
MPCG
977
Matrix Private Capital Group
New York
$213K +$50.9K +322 +33%
FMWA
978
Forvis Mazars Wealth Advisors
Missouri
$213K +$207K +1,310 New
SEP
979
Southland Equity Partners
Missouri
$212K +$206K +1,303 New
JWA
980
JFS Wealth Advisors
Pennsylvania
$212K – – –
BFIM
981
Beese Fulmer Investment Management
Ohio
$212K +$205K +1,300 New
ST
982
Sabal Trust
Florida
$212K +$205K +1,300 New
WSFS
983
Wilmington Savings Fund Society
Delaware
$212K +$206K +1,305 New
SAM
984
SignalPoint Asset Management
Missouri
$211K +$206K +1,301 New
BIA
985
Bell Investment Advisors
California
$210K – – –
RWP
986
Ridgecrest Wealth Partners
California
$209K +$203K +1,283 New
Members Trust
987
Members Trust
Florida
$209K +$203K +1,284 New
MCI
988
McDonald Capital Investors
California
$208K +$201K +1,275 New
BWP
989
Bernardo Wealth Planning
Pennsylvania
$208K +$202K +1,279 New
FIG
990
FundX Investment Group
California
$207K +$201K +1,269 New
AWM
991
Avior Wealth Management
Nebraska
$206K +$82.8K +524 +70%
GF
992
Gries Financial
Ohio
$206K +$200K +1,266 New
JCA
993
January Capital Advisors
California
$205K +$199K +1,258 New
AWS
994
AJ Wealth Strategies
New York
$204K -$131K -831 -40%
APP
995
Avantax Planning Partners
Iowa
$204K +$198K +1,256 New
TPA
996
Trivium Point Advisory
Connecticut
$202K +$196K +1,243 New
AL
997
Aspiriant LLC
California
$201K +$195K +1,237 New
SHGA
998
Sand Hill Global Advisors
California
$200K +$195K +1,231 New
VCM
999
Vigilant Capital Management
Maine
$195K – – –
CWS
1000
Confluence Wealth Services
Pennsylvania
$195K +$190K +1,200 New
38 39
40
41 42

RSP Hedge Fund Activity: Q4 2021 in Review

1,147 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Equal Weight ETF (RSP) for Q4 2021, worth a combined $19B — up 13% from $16.8B a quarter earlier.

Buyers outnumbered sellers: 217 funds opened new RSP positions and 47 closed out — a net gain of 170 holders — while 431 added to existing stakes and 310 trimmed.

The largest buyer was LBMC Investment Advisors, adding an estimated $224M. The largest seller was Common Fund For Nonprofit Organizations, exiting entirely with an estimated $259M sold.

  • 1,147 institutional investors held Invesco S&P 500 Equal Weight ETF (RSP) as of Q4 2021, up from 1,000 in Q3 2021.
  • Funds reported $19B of Invesco S&P 500 Equal Weight ETF stock for Q4 2021, up 13% quarter-over-quarter.
  • 217 funds opened new Invesco S&P 500 Equal Weight ETF positions in Q4 2021 and 47 closed out, a net change of +170 holders.
  • The largest Invesco S&P 500 Equal Weight ETF buyer in Q4 2021 was LBMC Investment Advisors, an estimated $224M added.
  • The largest Invesco S&P 500 Equal Weight ETF seller in Q4 2021 was Common Fund For Nonprofit Organizations, an estimated $259M sold.

Based on aggregated 13F filings for Q4 2021.