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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
HIA
276
Harbor Investment Advisory
Maryland
$7.29M -$592K -4,107 -8%
BFS
277
Bradley Foster & Sargent
Connecticut
$7.25M +$944K +6,551 +16%
FRA
278
Frank Rimerman Advisors
California
$7.22M +$307K +2,130 +5%
CWA
279
Continuum Wealth Advisors
New York
$7.19M -$9.05M -62,837 -57%
LRPA
280
L. Roy Papp & Associates
Arizona
$7.18M +$16.6K +115 +0.2%
IFPG
281
Intrepid Financial Planning Group
Indiana
$7.05M +$11.7K +81 +0.2%
BCI
282
Brinker Capital Investments
Pennsylvania
$7.01M +$6.75M +46,855 New
OPS
283
Orion Portfolio Solutions
Nebraska
$7.01M +$6.75M +46,855 New
PWM
284
Perigon Wealth Management
California
$6.97M +$262K +1,820 +4%
PAM
285
Peak Asset Management
Colorado
$6.88M +$2.09M +14,537 +46%
AI
286
Atria Investments
North Carolina
$6.83M +$252K +1,749 +4%
STAS
287
Strong Tower Advisory Services
Minnesota
$6.82M +$640K +4,444 +11%
AL
288
Aspiriant LLC
California
$6.81M -$410K -2,845 -6%
SFI
289
SPC Financial Inc
Maryland
$6.74M -$316K -2,196 -5%
RW
290
RVW Wealth
California
$6.74M +$144 +1 +0%
TWA
291
Tandem Wealth Advisors
Arizona
$6.73M -$7.49K -52 -0.1%
WDL
292
Well Done LLC
Michigan
$6.72M +$834K +5,791 +15%
BIP
293
Blue Investment Partners
California
$6.62M +$445K +3,088 +8%
AWA
294
ARQ Wealth Advisors
Arizona
$6.61M +$1.36M +9,441 +27%
CT
295
Coastline Trust
Rhode Island
$6.58M +$3.11M +21,568 +96%
CWM
296
Connecticut Wealth Management
Connecticut
$6.55M +$567K +3,933 +10%
KHLMTHM
297
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet
Israel
$6.54M +$6.33M +43,959 New
BBPWM
298
Blue Bell Private Wealth Management
Pennsylvania
$6.51M -$29.2K -203 -0.5%
DAS
299
Dynamic Advisor Solutions
Arizona
$6.51M -$8.79K -61 -0.1%
LC
300
LCNB Corp
Ohio
$6.5M +$1.58K +11 +0%

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.