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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
BBVA
201
Banco Bilbao Vizcaya Argentaria
Spain
$8.03M +$2.95M +19,838 +61%
KFGK
202
Keystone Financial Group (Kentucky)
Kentucky
$7.92M +$760K +5,104 +11%
AI
203
Atria Investments
North Carolina
$7.88M +$312K +2,099 +4%
PFS
204
Prospera Financial Services
Texas
$7.87M +$248K +1,667 +3%
WP
205
WMS Partners
Maryland
$7.79M +$1.83M +12,275 +31%
RIS
206
Retirement Income Solutions
Michigan
$7.72M -$314K -2,112 -4%
BCM
207
Brookstone Capital Management
Illinois
$7.71M -$268K -1,801 -3%
PWMAG
208
Pinnacle Wealth Management Advisory Group
New Jersey
$7.59M -$215K -1,441 -3%
MCIA
209
Mountain Capital Investment Advisors
Colorado
$7.57M +$683K +4,589 +10%
CT
210
Caldwell Trust
Florida
$7.52M +$476K +3,197 +7%
SPIA
211
Steward Partners Investment Advisory
New York
$7.33M +$518K +3,477 +8%
BRWM
212
B. Riley Wealth Management
Tennessee
$7.33M +$2.88M +19,377 +66%
HIA
213
Harbor Investment Advisory
Maryland
$7.26M +$414K +2,781 +6%
CCC
214
Crescent Capital Consulting
Louisiana
$7.22M +$36K +242 +0.5%
LPT
215
Legacy Private Trust
Wisconsin
$7.2M -$199K -1,335 -3%
BBPWM
216
Blue Bell Private Wealth Management
Pennsylvania
$7.19M -$422K -2,834 -6%
SHWM
217
Silicon Hills Wealth Management
Texas
$7.16M -$291K -1,956 -4%
CWA
218
Centennial Wealth Advisory
Michigan
$7.12M +$543K +3,650 +8%
RW
219
RVW Wealth
California
$7M +$423K +2,844 +7%
EIA
220
Eldridge Investment Advisors
New Hampshire
$7M -$91.3K -613 -1%
WP
221
WealthShield Partners
North Carolina
$6.88M -$118K -795 -2%
BSG
222
Black Swift Group
Colorado
$6.84M +$999K +6,711 +17%
LRPA
223
L. Roy Papp & Associates
Arizona
$6.78M +$232K +1,556 +4%
FC
224
FCA Corp
Texas
$6.7M +$108K +728 +2%
Susquehanna International Group
225
Susquehanna International Group
Pennsylvania
$6.67M +$6.59M +44,260 New

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.