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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
TFA
451
Tranquilli Financial Advisor
New Jersey
$2.99M +$363K +2,521 +14%
FNBOMD
452
First National Bank of Mount Dora
Florida
$2.98M
MGIA
453
Moneta Group Investment Advisors
Missouri
$2.98M +$264K +1,835 +10%
OWA
454
Outlook Wealth Advisors
Texas
$2.96M -$22K -153 -0.8%
MFG
455
Magnus Financial Group
New York
$2.94M +$1.01M +7,031 +56%
TP
456
Tranquility Partners
Tennessee
$2.93M -$432 -3 -0%
CA
457
CoreCap Advisors
Michigan
$2.92M +$2.81M +19,515 New
CWA
458
CM Wealth Advisors
Ohio
$2.87M +$363K +2,523 +16%
CFA
459
Cahill Financial Advisors
Minnesota
$2.86M +$152K +1,056 +6%
GCM
460
Gator Capital Management
Florida
$2.85M +$17.7K +123 +0.7%
OHWP
461
Oak Harbor Wealth Partners
North Carolina
$2.84M -$16.3K -113 -0.6%
BFPW
462
BOK Financial Private Wealth
Colorado
$2.81M -$215K -1,494 -7%
MA
463
MONECO Advisors
Connecticut
$2.79M -$715K -4,962 -21%
OPCM
464
Osborne Partners Capital Management
California
$2.79M
LCM
465
Lunt Capital Management
Utah
$2.75M +$2.65M +18,381 New
BEAM
466
Baker Ellis Asset Management
Washington
$2.74M -$14.4K -100 -0.5%
AFWM
467
AMJ Financial Wealth Management
Virginia
$2.74M +$457K +3,171 +21%
HT
468
Headlands Technologies
Illinois
$2.71M +$2.56M +17,805 +5,781%
BMM
469
Buffington Mohr McNeal
Idaho
$2.71M -$3.6K -25 -0.1%
IAA
470
Ironsides Asset Advisors
North Carolina
$2.7M
PFPT
471
Pinnacle Financial Partners (Tennessee)
Tennessee
$2.7M
B
472
Bailard
California
$2.68M +$24.1K +167 +0.9%
SSWM
473
Sheets Smith Wealth Management
North Carolina
$2.68M +$443K +3,074 +21%
LWA
474
LWS Wealth Advisors
New Jersey
$2.68M +$29.5K +205 +1%
CFS
475
CRA Financial Services
New Jersey
$2.67M +$615K +4,267 +31%

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.