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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
CG
451
Caprock Group
Idaho
$2.48M +$237K +1,698 +11%
FMC
452
First Merchants Corp
Indiana
$2.47M -$205K -1,465 -8%
HSA
453
HBK Sorce Advisory
Pennsylvania
$2.47M +$1.19M +8,474 +94%
DI
454
DFPG Investments
Utah
$2.47M +$709K +5,069 +44%
KPWS
455
Kestra Private Wealth Services
Texas
$2.47M +$286K +2,042 +13%
VAS
456
Vestmark Advisory Solutions
Massachusetts
$2.46M +$2.44M +17,429 New
IAS
457
Investment Advisory Services
Texas
$2.46M +$77.5K +554 +3%
MFG
458
Merit Financial Group
Georgia
$2.45M +$1.96M +13,990 +413%
GSAM
459
Grant Street Asset Management
Pennsylvania
$2.45M -$317K -2,269 -12%
WIM
460
WealthPlan Investment Management
Nebraska
$2.43M +$41.8K +299 +2%
WP
461
WealthPLAN Partners
Nebraska
$2.42M +$2.22M +15,902 New
AFP
462
Ausdal Financial Partners
Iowa
$2.42M +$20.6K +147 +0.9%
DI
463
DAGCO Inc
Ohio
$2.41M -$393K -2,810 -14%
VWMG
464
Virginia Wealth Management Group
Virginia
$2.4M +$2.38M +17,022 New
SPWM
465
Schrum Private Wealth Management
Florida
$2.4M +$372K +2,658 +19%
LWA
466
LWS Wealth Advisors
New Jersey
$2.39M +$81.1K +580 +4%
NL
467
NVWM LLC
Pennsylvania
$2.38M -$31.5K -225 -1%
KW
468
KWB Wealth
California
$2.34M -$490K -3,507 -17%
SWPG
469
Strategic Wealth Partners Group
Illinois
$2.33M -$8.39K -60 -0.4%
JCM
470
Jacobi Capital Management
Pennsylvania
$2.33M -$4.05K -29 -0.2%
KCM
471
Kennicott Capital Management
California
$2.32M +$19.6K +140 +0.9%
AC
472
Abbrea Capital
California
$2.3M -$548K -3,920 -19%
CWA
473
CM Wealth Advisors
Ohio
$2.27M
AWA
474
Acorn Wealth Advisors
Michigan
$2.26M +$106K +756 +5%
PPG
475
Peak Planning Group
Colorado
$2.24M -$545K -3,894 -20%

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.