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Invesco S&P 500 Equal Weight ETF

1,175 hedge funds and large institutions have $20.1B invested in Invesco S&P 500 Equal Weight ETF in 2022 Q1 according to their latest regulatory filings, with 119 funds opening new positions, 481 increasing their positions, 373 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed

63% more first-time investments, than exits

New positions opened: 119 | Existing positions closed: 73

29% more repeat investments, than reductions

Existing positions increased: 481 | Existing positions reduced: 373

10% more funds holding in top 10

Funds holding in top 10: 135148 (+13)

6% more capital invested

Capital invested by funds: $19B → $20.1B (+$1.06B)

2% more funds holding

Funds holding: 1,1481,175 (+27)

1.52% less ownership

Funds ownership: 60.89%59.37% (-1.5%)

49% less call options, than puts

Call options by funds: $64.5M | Put options by funds: $127M

Holders
1,175
Holders Change
+27
Holders Change %
+2.35%
% of All Funds
18.53%
Holding in Top 10
148
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+9.63%
% of All Funds
2.33%
New
119
Increased
481
Reduced
373
Closed
73
Calls
$64.5M
Puts
$127M
Net Calls
-$62.6M
Net Calls Change
+$64.1M
Name Holding Trade Value Shares
Change
Change in
Stake
IAA
451
Independent Advisor Alliance
North Carolina
$2.47M +$2.44M +15,635 New
MIM
452
Marco Investment Management
Georgia
$2.46M -$34.3K -220 -1%
3F
453
360 Financial
Minnesota
$2.46M +$161K +1,031 +7%
BWM
454
Birchcreek Wealth Management
Ohio
$2.45M -$184K -1,181 -7%
LWA
455
LWS Wealth Advisors
New Jersey
$2.43M +$101K +645 +4%
JAG
456
Journey Advisory Group
Kentucky
$2.43M -$297K -1,903 -11%
TP
457
Tranquility Partners
Tennessee
$2.42M +$61.7K +396 +3%
CP
458
Castleview Partners
Texas
$2.41M -$400M -2,563,025 -99%
ACI
459
Alpha Cubed Investments
California
$2.4M +$42.4K +272 +2%
JCM
460
Jacobi Capital Management
Pennsylvania
$2.4M +$35.9K +230 +2%
AGA
461
Arkos Global Advisors
Texas
$2.39M
PGWM
462
Parisi Gray Wealth Management
New Jersey
$2.37M +$663K +4,255 +39%
LFAS
463
Level Four Advisory Services
Texas
$2.34M +$88.9K +570 +4%
Parallax Volatility Advisers
464
Parallax Volatility Advisers
California
$2.32M +$1.95M +12,475 +554%
HWA
465
Heritage Wealth Advisors
Virginia
$2.32M +$123K +791 +6%
LAS
466
Lloyd Advisory Services
Georgia
$2.31M -$106K -678 -4%
GWCM
467
Godshalk Welsh Capital Management
Pennsylvania
$2.31M -$31.2K -200 -1%
AF
468
Allworth Financial
California
$2.31M -$771K -4,942 -25%
ET
469
Equitable Trust
Tennessee
$2.3M +$39K +250 +2%
WEPOG
470
Wealth Enhancement & Preservation of GA
Georgia
$2.29M -$3.06M -19,640 -57%
KA
471
Klingman & Associates
New York
$2.29M
Millennium Management
472
Millennium Management
New York
$2.26M -$932K -5,976 -29%
LFA
473
Laraway Financial Advisors
Minnesota
$2.26M -$9.36K -60 -0.4%
HH
474
Hilltop Holdings
Texas
$2.25M -$1.18M -7,556 -35%
PG
475
Prostatis Group
Maryland
$2.25M -$20K -128 -0.9%

RSP Hedge Fund Activity: Q1 2022 in Review

1,175 of the 6,341 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Equal Weight ETF (RSP) for Q1 2022, worth a combined $20.1B — up 5.6% from $19B a quarter earlier.

Buyers outnumbered sellers: 119 funds opened new RSP positions and 73 closed out — a net gain of 46 holders — while 481 added to existing stakes and 373 trimmed.

The largest buyer was Truist Financial, adding an estimated $228M. The largest seller was Castleview Partners, cutting an estimated $400M.

  • 1,175 institutional investors held Invesco S&P 500 Equal Weight ETF (RSP) as of Q1 2022, up from 1,148 in Q4 2021.
  • Funds reported $20.1B of Invesco S&P 500 Equal Weight ETF stock for Q1 2022, up 5.6% quarter-over-quarter.
  • 119 funds opened new Invesco S&P 500 Equal Weight ETF positions in Q1 2022 and 73 closed out, a net change of +46 holders.
  • The largest Invesco S&P 500 Equal Weight ETF buyer in Q1 2022 was Truist Financial, an estimated $228M added.
  • The largest Invesco S&P 500 Equal Weight ETF seller in Q1 2022 was Castleview Partners, an estimated $400M sold.

Based on aggregated 13F filings for Q1 2022.