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Invesco S&P 500 Equal Weight ETF

1,192 hedge funds and large institutions have $108B invested in Invesco S&P 500 Equal Weight ETF in 2022 Q4 according to their latest regulatory filings, with 186 funds opening new positions, 466 increasing their positions, 346 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

506% more capital invested

Capital invested by funds: $17.8B → $108B (+$90.2B)

232% more first-time investments, than exits

New positions opened: 186 | Existing positions closed: 56

35% more repeat investments, than reductions

Existing positions increased: 466 | Existing positions reduced: 346

11% more funds holding in top 10

Funds holding in top 10: 136151 (+15)

10% more funds holding

Funds holding: 1,0791,192 (+113)

0.3% more ownership

Funds ownership: 57.39%57.69% (+0.3%)

57% less call options, than puts

Call options by funds: $59.5M | Put options by funds: $139M

Holders
1,192
Holders Change
+113
Holders Change %
+10.47%
% of All Funds
19.16%
Holding in Top 10
151
Holding in Top 10 Change
+15
Holding in Top 10 Change %
+11.03%
% of All Funds
2.43%
New
186
Increased
466
Reduced
346
Closed
56
Calls
$59.5M
Puts
$139M
Net Calls
-$79.6M
Net Calls Change
-$35.2M
Name Holding Trade Value Shares
Change
Change in
Stake
IWM
251
IHT Wealth Management
Illinois
$7.04M -$266K -1,900 -4%
CT
252
Caldwell Trust
Florida
$7.04M +$124K +888 +2%
SBH
253
Segall Bryant & Hamill
Illinois
$7.01M +$1.38M +9,891 +25%
CPO
254
Cerity Partners OCIO
New York
$7.01M -$845K -6,040 -11%
WAM
255
WNY Asset Management
New York
$7M +$16.2K +116 +0.2%
BPA
256
Beacon Pointe Advisors
California
$6.99M +$102K +728 +1%
LIM
257
Leavell Investment Management
Alabama
$6.98M +$796K +5,690 +13%
AL
258
Aspiriant LLC
California
$6.92M -$549K -3,924 -7%
Walleye Capital
259
Walleye Capital
New York
$6.87M +$6.8M +48,634 New
FFG
260
Frisch Financial Group
New York
$6.78M +$161K +1,154 +2%
BRWA
261
B. Riley Wealth Advisors
Florida
$6.76M +$668K +4,776 +11%
H
262
HoyleCohen
California
$6.68M -$329K -2,354 -5%
LRPA
263
L. Roy Papp & Associates
Arizona
$6.6M +$6.01K +43 +0.1%
Fidelity Investments
264
Fidelity Investments
Massachusetts
$6.54M -$306K -2,188 -5%
RW
265
RVW Wealth
California
$6.46M -$5.03K -36 -0.1%
FI
266
Financial Insights
Washington
$6.44M +$2.36M +16,881 +59%
SC
267
Scotia Capital
Ontario, Canada
$6.43M -$652K -4,662 -9%
WCP
268
Wick Capital Partners
Pennsylvania
$6.37M -$1.79M -12,771 -22%
IFPG
269
Intrepid Financial Planning Group
Indiana
$6.37M +$13.6K +97 +0.2%
NL
270
NWAM LLC
Washington
$6.3M -$51.5K -368 -0.8%
BBPWM
271
Blue Bell Private Wealth Management
Pennsylvania
$6.27M -$76.8K -549 -1%
DAS
272
Dynamic Advisor Solutions
Arizona
$6.17M +$603K +4,311 +11%
PWM
273
Perigon Wealth Management
California
$6.11M +$165K +1,182 +3%
CWAG
274
Compton Wealth Advisory Group
Virginia
$6.06M +$382K +2,732 +7%
USCWA
275
U.S. Capital Wealth Advisors
Texas
$6.05M +$1.64M +11,750 +38%

RSP Hedge Fund Activity: Q4 2022 in Review

1,192 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Equal Weight ETF (RSP) for Q4 2022, worth a combined $108B — up 506% from $17.8B a quarter earlier.

Buyers outnumbered sellers: 186 funds opened new RSP positions and 56 closed out — a net gain of 130 holders — while 466 added to existing stakes and 346 trimmed.

The largest buyer was Bank of America, adding an estimated $325M. The largest seller was JP Morgan Chase, cutting an estimated $548M.

  • 1,192 institutional investors held Invesco S&P 500 Equal Weight ETF (RSP) as of Q4 2022, up from 1,079 in Q3 2022.
  • Funds reported $108B of Invesco S&P 500 Equal Weight ETF stock for Q4 2022, up 506% quarter-over-quarter.
  • 186 funds opened new Invesco S&P 500 Equal Weight ETF positions in Q4 2022 and 56 closed out, a net change of +130 holders.
  • The largest Invesco S&P 500 Equal Weight ETF buyer in Q4 2022 was Bank of America, an estimated $325M added.
  • The largest Invesco S&P 500 Equal Weight ETF seller in Q4 2022 was JP Morgan Chase, an estimated $548M sold.

Based on aggregated 13F filings for Q4 2022.