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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
PWA
326
PCG Wealth Advisors
Kansas
$4.53M +$2.25M +14,414 +101%
ACK
327
Andrew C. Karlinski
$4.53M +$124K +797 +3%
OWA
328
Outlook Wealth Advisors
Texas
$4.52M -$1.21M -7,762 -21%
SAS
329
Stelac Advisory Services
New York
$4.47M +$1.23M +7,891 +39%
9WM
330
9258 Wealth Management
Ohio
$4.46M +$415K +2,661 +10%
GAI
331
General American Investors
New York
$4.43M
SAM
332
Strategic Asset Management
Minnesota
$4.4M -$74.5K -478 -2%
KTC
333
Kistler-Tiffany Companies
Pennsylvania
$4.36M +$1.41M +9,062 +49%
BFS
334
Bradley Foster & Sargent
Connecticut
$4.33M +$1.37M +8,768 +47%
NEGWA
335
New England Guild Wealth Advisors
Connecticut
$4.32M +$229K +1,471 +6%
FP
336
Fiduciary Planning
Florida
$4.31M +$43.2K +277 +1%
AMC
337
Asset Management Corp
Illinois
$4.31M +$155K +993 +4%
PAM
338
Peak Asset Management
Colorado
$4.27M +$276K +1,768 +7%
IMOV
339
Investment Management of Virginia
Virginia
$4.23M +$466K +2,991 +13%
PCM
340
Parsons Capital Management
Rhode Island
$4.22M +$536K +3,436 +15%
OCM
341
Orion Capital Management
California
$4.2M +$78K +500 +2%
MFG
342
Magnus Financial Group
New York
$4.18M -$78.1K -501 -2%
Koshinski Asset Management
343
Koshinski Asset Management
Illinois
$4.16M +$297K +1,906 +8%
BRWA
344
B. Riley Wealth Advisors
Florida
$4.15M -$434K -2,785 -10%
MA
345
Modus Advisors
Minnesota
$4.15M -$107K -685 -3%
BFPW
346
BOK Financial Private Wealth
Colorado
$4.14M -$325K -2,087 -7%
S
347
SimplyRich
California
$4.13M -$15.6K -100 -0.4%
FF
348
Friedenthal Financial
New Jersey
$4.11M +$518K +3,319 +15%
HT
349
Heritage Trust
Oklahoma
$4.11M -$13.3K -85 -0.3%
FNBT
350
FineMark National Bank & Trust
Florida
$4.1M +$3.13M +20,089 +340%

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.