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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
Morgan Stanley
1
Morgan Stanley
New York
$1.12B +$256M +2,155,052 +33%
Bank of America
2
Bank of America
North Carolina
$646M -$14.9M -124,895 -2%
Wells Fargo
3
Wells Fargo
California
$449M +$87.1M +732,746 +26%
UBS Group
4
UBS Group
Switzerland
$438M -$137M -1,147,941 -25%
JP Morgan Chase
5
JP Morgan Chase
New York
$430M -$131M -1,097,411 -25%
CFFNO
6
Common Fund For Nonprofit Organizations
Connecticut
$308M +$287M +2,413,000 New
KeyBank National Association
7
KeyBank National Association
Ohio
$248M +$78.3M +658,092 +51%
Goldman Sachs
8
Goldman Sachs
New York
$221M -$250M -2,098,525 -55%
Invesco
9
Invesco
Georgia
$187M +$59.1M +496,544 +51%
Northwestern Mutual Wealth Management
10
Northwestern Mutual Wealth Management
Wisconsin
$173M -$260K -2,184 -0.2%
SEI Investments
11
SEI Investments
Pennsylvania
$172M +$160M +1,349,048 New
LIA
12
LBMC Investment Advisors
Tennessee
$161M +$1.52M +12,800 +1%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
13
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$155M +$143M +1,201,500 +8,900%
RJA
14
Raymond James & Associates
Florida
$152M +$17.8M +149,722 +14%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$144M +$28.3M +238,349 +27%
LPL Financial
16
LPL Financial
California
$140M +$11.3M +94,638 +9%
Osaic Holdings
17
Osaic Holdings
Arizona
$118M +$4.98M +41,872 +5%
RJFSA
18
Raymond James Financial Services Advisors
Florida
$111M +$22.8M +191,352 +28%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$102M +$15.3M +128,866 +19%
Envestnet Asset Management
20
Envestnet Asset Management
Illinois
$100M +$23.6M +198,287 +34%
CIA
21
Choate Investment Advisors
Massachusetts
$95.6M +$2.44M +20,509 +3%
SFI
22
SPC Financial Inc
Maryland
$86.9M +$13.5M +113,520 +20%
Ameriprise
23
Ameriprise
Minnesota
$84.4M +$2.28M +19,140 +3%
TAM
24
Tucker Asset Management
Colorado
$82.3M +$76.7M +645,012 New
Truist Financial
25
Truist Financial
North Carolina
$74.7M +$34.8M +292,318 +100%
1
2 3 4 5

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.