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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
SFA
1001
Semmax Financial Advisors
North Carolina
$193K – – –
FFWM
1002
Future Financial Wealth Management
Ohio
$192K +$186K +1,180 New
CMBA
1003
C.M. Bidwell & Associates
Hawaii
$187K – – –
MIM
1004
Macroview Investment Management
Maryland
$180K -$27.3K -173 -14%
HCM
1005
Highlander Capital Management
New Jersey
$177K – – –
KPCM
1006
Kings Point Capital Management
New York
$177K +$141K +893 +463%
SWM
1007
Scissortail Wealth Management
Oklahoma
$176K +$171K +1,080 New
AA
1008
Addison Advisors
Vermont
$168K +$4.9K +31 +3%
JC
1009
JBF Capital
Colorado
$163K – – –
OIA
1010
Optimum Investment Advisors
Illinois
$155K +$158 +1 +0.1%
DWA
1011
Dougherty Wealth Advisers
Minnesota
$150K +$3.32K +21 +2%
EL
1012
EMFO LLC
Florida
$150K +$29.1K +184 +25%
SF
1013
SBK Financial
Virginia
$146K +$142K +900 New
TSWM
1014
Tyler-Stone Wealth Management
Ohio
$143K +$139K +879 New
CWM
1015
Curi Wealth Management
North Carolina
$140K +$137K +864 New
GFPC
1016
Global Financial Private Client
Florida
$139K – – –
OC
1017
Oakworth Capital
Alabama
$137K – – –
HR
1018
Hayden Royal
North Carolina
$134K +$130K +822 New
WTA
1019
Washington Trust Advisors
Massachusetts
$133K +$129K +816 New
EW
1020
Element Wealth
Mississippi
$131K – – –
PP
1021
Prosperity Planning
Missouri
$130K – – –
TC
1022
TAP Consulting
Missouri
$127K +$123K +778 New
FAG
1023
Fortitude Advisory Group
Washington
$125K +$121K +766 New
SC
1024
SouthState Corp
Florida
$123K – – –
AWM
1025
Atticus Wealth Management
Florida
$123K +$158 +1 +0.1%
39 40
41
42 43

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.