We are live on ! Find out more
RSP icon

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
NFG
351
Nations Financial Group
Iowa
$4.79M +$219K +1,518 +5%
HWM
352
HB Wealth Management
Georgia
$4.79M -$402K -2,793 -8%
Wealth Enhancement Advisory Services
353
Wealth Enhancement Advisory Services
Minnesota
$4.77M +$1.3K +9 +0%
BPC
354
Banque Pictet & Cie
Switzerland
$4.75M -$127K -881 -3%
UCFA
355
United Capital Financial Advisors
Texas
$4.74M -$214K -1,488 -4%
WFA
356
Wellspring Financial Advisors
Ohio
$4.73M -$601K -4,171 -12%
OCM
357
One Capital Management
California
$4.7M -$9.93M -68,951 -69%
FC
358
FCA Corp
Texas
$4.64M -$403K -2,801 -8%
SMC
359
Smith, Moore & Co
Missouri
$4.62M -$50.9K -353 -1%
WI
360
Wintrust Investments
Illinois
$4.61M -$435K -3,020 -9%
SFC
361
Strategic Financial Concepts
Texas
$4.59M +$504K +3,500 +13%
BCA
362
Bay Colony Advisors
Massachusetts
$4.57M -$890K -6,179 -17%
BBL
363
Beck Bode LLC
Massachusetts
$4.52M -$390K -2,709 -8%
ETIA
364
Epic Trust Investment Advisors
Washington
$4.51M -$481K -3,342 -10%
CSPIA
365
Cary Street Partners Investment Advisory
Virginia
$4.46M +$928K +6,444 +28%
PCM
366
Parsons Capital Management
Rhode Island
$4.45M +$80.7K +560 +2%
M&T Bank
367
M&T Bank
New York
$4.38M +$1.93M +13,404 +85%
ARC
368
Advisor Resource Council
Texas
$4.37M +$3.53M +24,498 +518%
WCP
369
Wick Capital Partners
Pennsylvania
$4.36M -$73.5K -510 -2%
FBB
370
Fulton Breakefield Broenniman
Maryland
$4.36M -$208K -1,441 -5%
EWA
371
EP Wealth Advisors
California
$4.36M +$3.66M +25,405 +1,016%
NFG
372
Northeast Financial Group
Pennsylvania
$4.34M +$4.17M +28,973 New
ACM
373
AlphaStar Capital Management
North Carolina
$4.32M +$3.81M +26,442 +1,097%
MA
374
Modus Advisors
Minnesota
$4.28M +$136K +946 +3%
SCA
375
Snowden Capital Advisors
New York
$4.27M +$112K +775 +3%

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.