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Invesco S&P 500 Equal Weight ETF

1,287 hedge funds and large institutions have $23.9B invested in Invesco S&P 500 Equal Weight ETF in 2023 Q2 according to their latest regulatory filings, with 169 funds opening new positions, 485 increasing their positions, 450 reducing their positions, and 85 closing their positions.

New
Increased
Maintained
Reduced
Closed

99% more first-time investments, than exits

New positions opened: 169 | Existing positions closed: 85

22% more capital invested

Capital invested by funds: $19.6B → $23.9B (+$4.29B)

6% more funds holding

Funds holding: 1,2141,287 (+73)

3.02% more ownership

Funds ownership: 58.26%61.28% (+3%)

1% more funds holding in top 10

Funds holding in top 10: 147149 (+2)

8% more repeat investments, than reductions

Existing positions increased: 485 | Existing positions reduced: 450

71% less call options, than puts

Call options by funds: $231M | Put options by funds: $796M

Holders
1,287
Holders Change
+73
Holders Change %
+6.01%
% of All Funds
20.21%
Holding in Top 10
149
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+1.36%
% of All Funds
2.34%
New
169
Increased
485
Reduced
450
Closed
85
Calls
$231M
Puts
$796M
Net Calls
-$565M
Net Calls Change
-$558M
Name Holding Trade Value Shares
Change
Change in
Stake
PSFG
251
Prairie Sky Financial Group
Illinois
$8M +$7.7M +53,440 New
SI
252
Stephens Inc
Arkansas
$7.98M -$26.4M -183,522 -77%
RSWM
253
Robertson Stephens Wealth Management
California
$7.96M +$6.05M +41,995 +375%
AWM
254
Ameliora Wealth Management
Switzerland
$7.94M -$170K -1,179 -2%
RWA
255
Redmont Wealth Advisors
Illinois
$7.93M +$441K +3,058 +6%
JIP
256
Jaffetilchin Investment Partners
Florida
$7.92M +$939K +6,519 +14%
DC
257
DeDora Capital
California
$7.91M -$55.9K -388 -0.7%
CIC
258
Carnegie Investment Counsel
Ohio
$7.88M -$287K -1,994 -4%
BPA
259
Beacon Pointe Advisors
California
$7.84M +$576K +4,002 +8%
FFG
260
Frisch Financial Group
New York
$7.77M -$103K -715 -1%
Fidelity Investments
261
Fidelity Investments
Massachusetts
$7.73M +$113K +785 +2%
AFS
262
Annapolis Financial Services
Maryland
$7.72M -$19.9K -138 -0.3%
RIS
263
Retirement Income Solutions
Michigan
$7.68M -$262K -1,822 -3%
SBH
264
Segall Bryant & Hamill
Illinois
$7.67M +$242K +1,679 +3%
RA
265
Ruggaard & Associates
Ohio
$7.57M +$21.9K +152 +0.3%
Corient Private Wealth
266
Corient Private Wealth
Florida
$7.52M +$453K +3,147 +7%
CWM
267
Cabot Wealth Management
Massachusetts
$7.52M -$85.3K -592 -1%
SFG
268
Summit Financial Group
West Virginia
$7.5M -$444K -3,080 -6%
USCWA
269
U.S. Capital Wealth Advisors
Texas
$7.47M -$539K -3,739 -7%
PFO
270
Pathstone Family Office
New Jersey
$7.42M -$450K -3,125 -6%
IWM
271
IHT Wealth Management
Illinois
$7.41M -$538K -3,738 -7%
CI
272
CX Institutional
Indiana
$7.39M +$2.42M +16,796 +52%
PFS
273
Prospera Financial Services
Texas
$7.38M -$1.24M -8,623 -15%
BFEC
274
Benjamin F. Edwards & Company
Missouri
$7.37M +$707K +4,907 +11%
BS
275
Banco Santander
Spain
$7.32M +$6.05M +41,989 +604%

RSP Hedge Fund Activity: Q2 2023 in Review

1,287 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Equal Weight ETF (RSP) for Q2 2023, worth a combined $23.9B — up 22% from $19.6B a quarter earlier.

Buyers outnumbered sellers: 169 funds opened new RSP positions and 85 closed out — a net gain of 84 holders — while 485 added to existing stakes and 450 trimmed.

The largest buyer was Clal Insurance, opening a new position worth an estimated $1.03B. The largest seller was US Bancorp, cutting an estimated $331M.

  • 1,287 institutional investors held Invesco S&P 500 Equal Weight ETF (RSP) as of Q2 2023, up from 1,214 in Q1 2023.
  • Funds reported $23.9B of Invesco S&P 500 Equal Weight ETF stock for Q2 2023, up 22% quarter-over-quarter.
  • 169 funds opened new Invesco S&P 500 Equal Weight ETF positions in Q2 2023 and 85 closed out, a net change of +84 holders.
  • The largest Invesco S&P 500 Equal Weight ETF buyer in Q2 2023 was Clal Insurance, an estimated $1.03B added.
  • The largest Invesco S&P 500 Equal Weight ETF seller in Q2 2023 was US Bancorp, an estimated $331M sold.

Based on aggregated 13F filings for Q2 2023.