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Invesco S&P 500 Equal Weight ETF

1,175 hedge funds and large institutions have $20.1B invested in Invesco S&P 500 Equal Weight ETF in 2022 Q1 according to their latest regulatory filings, with 119 funds opening new positions, 481 increasing their positions, 373 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed

63% more first-time investments, than exits

New positions opened: 119 | Existing positions closed: 73

29% more repeat investments, than reductions

Existing positions increased: 481 | Existing positions reduced: 373

10% more funds holding in top 10

Funds holding in top 10: 135148 (+13)

6% more capital invested

Capital invested by funds: $19B → $20.1B (+$1.06B)

2% more funds holding

Funds holding: 1,1481,175 (+27)

1.52% less ownership

Funds ownership: 60.89%59.37% (-1.5%)

49% less call options, than puts

Call options by funds: $64.5M | Put options by funds: $127M

Holders
1,175
Holders Change
+27
Holders Change %
+2.35%
% of All Funds
18.53%
Holding in Top 10
148
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+9.63%
% of All Funds
2.33%
New
119
Increased
481
Reduced
373
Closed
73
Calls
$64.5M
Puts
$127M
Net Calls
-$62.6M
Net Calls Change
+$64.1M
Name Holding Trade Value Shares
Change
Change in
Stake
CFMC
301
Curbstone Financial Management Corp
New Hampshire
$5.26M +$62.4K +400 +1%
CCM
302
Ciovacco Capital Management
Georgia
$5.13M +$231K +1,481 +5%
FC
303
FCA Corp
Texas
$5.11M -$44.3K -284 -0.9%
RJT
304
Raymond James Trust
Florida
$5.08M +$317K +2,030 +7%
EWA
305
EP Wealth Advisors
California
$5.08M +$127K +813 +3%
WDL
306
Well Done LLC
Michigan
$5.07M +$755K +4,839 +18%
CIC
307
Carnegie Investment Counsel
Ohio
$5.02M +$518K +3,321 +12%
FBB
308
Fulton Breakefield Broenniman
Maryland
$5.01M -$72K -462 -1%
EVM
309
Eaton Vance Management
Massachusetts
$4.97M -$468 -3 -0%
DC
310
Darrow Company
Massachusetts
$4.95M -$13.3K -85 -0.3%
SWM
311
Spire Wealth Management
Virginia
$4.93M +$293K +1,880 +6%
FFG
312
Ford Financial Group
California
$4.87M +$4.25M +27,233 +745%
HIIFS
313
Harel Insurance Investments & Financial Services
Israel
$4.86M -$713K -4,570 -13%
FAM
314
Formidable Asset Management
Ohio
$4.81M +$424K +2,718 +10%
WMSA
315
Weiss Multi-Strategy Advisers
New York
$4.79M -$13M -83,322 -73%
FCM
316
Firestone Capital Management
Florida
$4.74M +$239K +1,533 +5%
AA
317
Ancora Advisors
Ohio
$4.74M +$212K +1,362 +5%
TFA
318
Tranquilli Financial Advisor
New Jersey
$4.67M +$106K +682 +2%
PCA
319
Peddock Capital Advisors
Massachusetts
$4.64M +$61.1K +392 +1%
BRWM
320
B. Riley Wealth Management
Tennessee
$4.61M +$654K +4,195 +17%
NFG
321
Nations Financial Group
Iowa
$4.61M -$81.9K -525 -2%
SFWC
322
Strategic Family Wealth Counselors
New Jersey
$4.58M +$107K +687 +2%
GA
323
Gateway Advisory
New Jersey
$4.57M +$15.4K +99 +0.3%
DWM
324
Defined Wealth Management
Oregon
$4.56M -$410K -2,631 -8%
MIAN
325
Mariner Independent Advisor Network
Kansas
$4.54M +$4.49M +28,797 New

RSP Hedge Fund Activity: Q1 2022 in Review

1,175 of the 6,341 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Equal Weight ETF (RSP) for Q1 2022, worth a combined $20.1B — up 5.6% from $19B a quarter earlier.

Buyers outnumbered sellers: 119 funds opened new RSP positions and 73 closed out — a net gain of 46 holders — while 481 added to existing stakes and 373 trimmed.

The largest buyer was Truist Financial, adding an estimated $228M. The largest seller was Castleview Partners, cutting an estimated $400M.

  • 1,175 institutional investors held Invesco S&P 500 Equal Weight ETF (RSP) as of Q1 2022, up from 1,148 in Q4 2021.
  • Funds reported $20.1B of Invesco S&P 500 Equal Weight ETF stock for Q1 2022, up 5.6% quarter-over-quarter.
  • 119 funds opened new Invesco S&P 500 Equal Weight ETF positions in Q1 2022 and 73 closed out, a net change of +46 holders.
  • The largest Invesco S&P 500 Equal Weight ETF buyer in Q1 2022 was Truist Financial, an estimated $228M added.
  • The largest Invesco S&P 500 Equal Weight ETF seller in Q1 2022 was Castleview Partners, an estimated $400M sold.

Based on aggregated 13F filings for Q1 2022.