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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
MML Investors Services
101
MML Investors Services
Massachusetts
$12.4M -$693K -5,827 -6%
PC
102
Port Capital
Illinois
$12.2M -$25.8K -217 -0.2%
SCM
103
Sterneck Capital Management
Missouri
$12M -$146K -1,229 -1%
BWFA
104
Baltimore-Washington Financial Advisors
Maryland
$12M +$110K +927 +1%
AI
105
Atria Investments
North Carolina
$11.9M +$1.67M +14,064 +18%
PGFC
106
Peapack-Gladstone Financial Corp
New Jersey
$11.6M +$193K +1,621 +2%
DBIA
107
Dumont & Blake Investment Advisors
New Jersey
$11.4M -$158K -1,327 -1%
MA
108
Montag & Associates
Georgia
$11M +$532K +4,470 +5%
FANJ
109
Financial Architects (New Jersey)
New Jersey
$10.8M -$616K -5,178 -6%
VRM
110
Vectors Research Management
New York
$10.7M +$4.39M +36,905 +79%
HTC
111
Haverford Trust Company
Pennsylvania
$10.6M +$445K +3,738 +5%
KCPG
112
Kavar Capital Partners Group
Kansas
$10.6M -$71.5K -601 -0.7%
WCP
113
Welch Capital Partners
New York
$10.4M +$9.71M +81,610 New
PA
114
Pinnacle Associates
New York
$10.3M +$155K +1,303 +2%
TWM
115
Tradition Wealth Management
Minnesota
$10.2M +$9.52M +80,039 New
EDRH
116
Edmond de Rothschild Holding
Switzerland
$10M +$9.37M +78,791 New
AO
117
Advisor OS
Illinois
$9.86M +$5.56M +46,739 +151%
WCM
118
WealthBridge Capital Management
Ohio
$9.8M -$382K -3,215 -4%
SBL
119
Sargent Bickham Lagudis
Colorado
$9.75M -$710K -5,972 -7%
OPS
120
Orion Portfolio Solutions
Nebraska
$9.67M -$156K -1,313 -2%
BWA
121
BDO Wealth Advisors
Florida
$9.62M +$8.67M +72,886 +2,917%
IAA
122
Ironsides Asset Advisors
North Carolina
$9.52M – – –
PFO
123
Pathstone Family Office
New Jersey
$9.52M – – –
NAM
124
NTV Asset Management
West Virginia
$9.38M -$45.6K -383 -0.5%
GT
125
Greenleaf Trust
Michigan
$9.31M +$6.89M +57,951 +386%
3 4
5
6 7

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.