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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
HPC
376
HM Payson & Co
Maine
$3.41M +$124K +885 +4%
FF
377
Friedenthal Financial
New Jersey
$3.37M -$28.4K -203 -0.8%
CHAM
378
Clear Harbor Asset Management
Connecticut
$3.33M +$1.76M +12,582 +114%
AWA
379
AmeriServ Wealth Advisors
Pennsylvania
$3.32M +$110K +786 +3%
IMOV
380
Investment Management of Virginia
Virginia
$3.3M -$157K -1,122 -5%
MSAM
381
Moloney Securities Asset Management
Missouri
$3.29M -$30.3K -217 -0.9%
SWM
382
Spire Wealth Management
Virginia
$3.28M +$357K +2,550 +12%
Capstone Investment Advisors
383
Capstone Investment Advisors
New York
$3.27M -$354K -2,532 -10%
RMAM
384
Raab & Moskowitz Asset Management
New Jersey
$3.22M -$51K -365 -2%
FNBT
385
FineMark National Bank & Trust
Florida
$3.21M -$286K -2,042 -8%
WJWM
386
Williams Jones Wealth Management
New York
$3.2M -$58K -415 -2%
Millennium Management
387
Millennium Management
New York
$3.2M +$772K +5,517 +32%
TIA
388
Traphagen Investment Advisors
New Jersey
$3.18M +$3.15M +22,539 New
IAA
389
Independent Advisor Alliance
North Carolina
$3.15M +$415K +2,969 +15%
LFAS
390
Level Four Advisory Services
Texas
$3.15M +$1.24M +8,858 +66%
WC
391
Wexford Capital
Florida
$3.13M +$3.1M +22,166 New
MFG
392
Magnus Financial Group
New York
$3.13M +$662K +4,733 +27%
KWM
393
Kaydan Wealth Management
Michigan
$3.12M -$85.9K -614 -3%
KTC
394
Kistler-Tiffany Companies
Pennsylvania
$3.11M -$403K -2,879 -12%
MCM
395
Monument Capital Management
Virginia
$3.11M -$177K -1,263 -5%
MPM
396
MBB Public Markets
Illinois
$3.11M -$280K -2,000 -8%
SFWA
397
Summit Financial Wealth Advisors
Louisiana
$3.1M +$3.07M +21,982 New
SFP
398
Shepherd Financial Partners
Massachusetts
$3.09M +$2.58M +18,457 +541%
NEGWA
399
New England Guild Wealth Advisors
Connecticut
$3.08M -$58.9K -421 -2%
WP
400
WMS Partners
Maryland
$3.08M -$1.97M -14,059 -39%

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.