We are live on ! Find out more
RSP icon

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
ECG
351
Edge Capital Group
Georgia
$3.97M +$1.48M +10,554 +60%
GAI
352
General American Investors
New York
$3.97M
LWM
353
Lyell Wealth Management
California
$3.93M +$2.02M +14,464 +108%
MA
354
Modus Advisors
Minnesota
$3.93M +$48.7K +348 +1%
LPT
355
Legacy Private Trust
Wisconsin
$3.9M -$410K -2,934 -10%
SLT
356
St Louis Trust
Missouri
$3.8M +$3.76M +26,920 New
PCM
357
Parsons Capital Management
Rhode Island
$3.76M -$162K -1,161 -4%
DWM
358
Defined Wealth Management
Oregon
$3.72M -$353K -2,521 -9%
CAM
359
Cresset Asset Management
Illinois
$3.72M -$29.5K -211 -0.8%
S
360
SimplyRich
California
$3.69M -$4.05K -29 -0.1%
DWT
361
Dorsey & Whitney Trust
South Dakota
$3.68M -$1.8M -12,836 -33%
CF
362
Centaurus Financial
California
$3.68M +$1.89M +13,511 +108%
HT
363
Heritage Trust
Oklahoma
$3.66M
JIP
364
Jaffetilchin Investment Partners
Florida
$3.65M -$2.36M -16,881 -40%
KOC
365
Koss-Olinger Consulting
Florida
$3.64M +$69.9K +500 +2%
AIM
366
Aspen Investment Management
Michigan
$3.63M +$408K +2,921 +13%
SCA
367
Snowden Capital Advisors
New York
$3.62M +$81K +579 +2%
SAS
368
Stelac Advisory Services
New York
$3.58M -$344K -2,461 -9%
KF
369
Krilogy Financial
Missouri
$3.55M +$3.52M +25,141 New
CHA
370
Carmichael Hill & Associates
Maryland
$3.54M +$80.1K +573 +2%
OCM
371
Orion Capital Management
California
$3.51M -$68.8K -492 -2%
HCMT
372
Highland Capital Management (Tennessee)
Tennessee
$3.5M +$217K +1,555 +7%
BF
373
BOK Financial
Oklahoma
$3.45M +$111K +794 +3%
DB
374
Dravo Bay
Delaware
$3.43M +$135K +965 +4%
KWM
375
Kingsview Wealth Management
Oregon
$3.43M +$363K +2,599 +12%

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.