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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
FWM
401
Focused Wealth Management
New York
$3.75M +$3.59M +24,936 +18,335%
DI
402
DAGCO Inc
Ohio
$3.75M +$84.8K +589 +2%
DWM
403
Defined Wealth Management
Oregon
$3.75M +$78.1K +542 +2%
KWM
404
Kingsview Wealth Management
Oregon
$3.72M -$148K -1,024 -4%
IPW
405
IronBridge Private Wealth
Texas
$3.7M +$3.56M +24,739 New
BAM
406
Belpointe Asset Management
Nevada
$3.7M -$683K -4,744 -16%
CA
407
Clearstead Advisors
Ohio
$3.67M +$104K +722 +3%
OCM
408
Orion Capital Management
California
$3.67M -$1.87K -13 -0.1%
FNBT
409
FineMark National Bank & Trust
Florida
$3.66M +$358K +2,488 +11%
RA
410
RiverTree Advisors
Florida
$3.63M +$3.49M +24,259 New
TA
411
TrueWealth Advisors
Alabama
$3.61M +$1.32M +9,150 +61%
HPC
412
HM Payson & Co
Maine
$3.6M -$57.5K -399 -2%
SC
413
Scotia Capital
Ontario, Canada
$3.58M -$3.25M -22,563 -49%
DWT
414
Dorsey & Whitney Trust
South Dakota
$3.57M +$7.92K +55 +0.2%
RMAM
415
Raab & Moskowitz Asset Management
New Jersey
$3.55M -$36.2K -251 -1%
SHWM
416
Silicon Hills Wealth Management
Texas
$3.5M -$89.3K -620 -3%
WJWM
417
Williams Jones Wealth Management
New York
$3.49M +$163K +1,135 +5%
HT
418
Heritage Trust
Oklahoma
$3.42M -$434K -3,014 -12%
SWPG
419
Strategic Wealth Partners Group
Illinois
$3.4M -$26.2K -182 -0.8%
AFS
420
Access Financial Services
Minnesota
$3.38M -$2.09M -14,523 -39%
CPC
421
Consolidated Planning Corp
Georgia
$3.37M +$134K +929 +4%
SC
422
Savant Capital
Illinois
$3.35M -$28.4K -197 -0.9%
LFAS
423
Level Four Advisory Services
Texas
$3.34M +$108K +748 +3%
CFGS
424
Concourse Financial Group Securities
Alabama
$3.32M +$133K +925 +4%
MA
425
Mutual Advisors
Nebraska
$3.32M -$273K -1,895 -8%

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.