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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
CFB
376
Cullen/Frost Bankers
Texas
$4.24M -$23M -159,821 -85%
IAA
377
Independent Advisor Alliance
North Carolina
$4.21M +$347K +2,406 +9%
GAI
378
General American Investors
New York
$4.21M
LSA
379
Lansing Street Advisors
Pennsylvania
$4.1M +$165K +1,142 +4%
MIA
380
Milestone Investment Advisors
Wisconsin
$4.09M -$661K -4,590 -14%
MWM
381
MinichMacGregor Wealth Management
New York
$4.03M -$18.6M -129,467 -83%
SLT
382
St Louis Trust
Missouri
$3.99M
CHA
383
Carmichael Hill & Associates
Maryland
$3.99M +$78.1K +542 +2%
CWC
384
Carolinas Wealth Consulting
North Carolina
$3.96M +$27.1K +188 +0.7%
CWA
385
Centennial Wealth Advisory
Michigan
$3.96M -$60.2K -418 -2%
DIA
386
Dana Investment Advisors
Wisconsin
$3.95M -$1.05M -7,295 -22%
BMM
387
Berkshire Money Management
Massachusetts
$3.94M -$392K -2,718 -9%
RWG
388
Ratio Wealth Group
Colorado
$3.93M +$3.78M +26,254 New
S
389
SimplyRich
California
$3.89M
CF
390
Centaurus Financial
California
$3.86M +$1.22M +8,471 +49%
PNAA
391
Pictet North America Advisors
Switzerland
$3.85M -$173K -1,201 -4%
LPT
392
Legacy Private Trust
Wisconsin
$3.82M -$87.6K -608 -2%
HCMT
393
Highland Capital Management (Tennessee)
Tennessee
$3.8M +$3.66M +25,380 New
PWA
394
PCG Wealth Advisors
Kansas
$3.8M -$527K -3,656 -13%
LWM
395
Lyell Wealth Management
California
$3.78M -$396K -2,747 -10%
PIA
396
Perennial Investment Advisors
California
$3.78M -$355K -2,464 -9%
CW
397
CreativeOne Wealth
Kansas
$3.77M +$1.71M +11,861 +89%
DB
398
Dravo Bay
Delaware
$3.77M +$70K +486 +2%
KOC
399
Koss-Olinger Consulting
Florida
$3.77M -$74.9K -520 -2%
LIM
400
Leavell Investment Management
Alabama
$3.75M -$448K -3,110 -11%

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.