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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
Commonwealth Equity Services
26
Commonwealth Equity Services
Massachusetts
$146M -$8.99M -57,651 -6%
MIH
27
Meitav Investment House
Israel
$141M +$38.4M +246,350 +38%
Brown Advisory
28
Brown Advisory
Maryland
$136M -$1.53M -9,801 -1%
SFI
29
SPC Financial Inc
Maryland
$129M +$3.89M +24,917 +3%
Osaic Holdings
30
Osaic Holdings
Arizona
$121M +$9.19M +58,926 +6%
TAM
31
Tucker Asset Management
Colorado
$117M -$101K -646 -0.1%
CM
32
Churchill Management
California
$114M -$8.56M -54,923 -7%
FT
33
Fiduciary Trust
Massachusetts
$111M +$31.5M +201,795 +40%
Caisse de Depot et Placement du Quebec (CDPQ)
34
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$108M +$107M +684,000 New
AI
35
AdvisorShares Investments
Maryland
$100M +$49.9M +320,025 +101%
GT
36
Glenmede Trust
Pennsylvania
$100M +$9.66M +61,980 +11%
PI
37
PFS Investments
Georgia
$98.5M +$7.49M +48,036 +8%
Janney Montgomery Scott
38
Janney Montgomery Scott
Pennsylvania
$89.8M +$20.7M +133,075 +31%
VFA
39
Valeo Financial Advisors
Indiana
$83.5M +$15.1M +96,718 +21%
PAG
40
Private Advisor Group
New Jersey
$78.3M +$11.4M +72,952 +17%
FWP
41
FAS Wealth Partners
Kansas
$74.4M +$1.57M +10,097 +2%
CAG
42
Csenge Advisory Group
Florida
$65.8M +$7.66M +49,095 +13%
Cambridge Investment Research Advisors
43
Cambridge Investment Research Advisors
Iowa
$64.2M +$6.87M +44,066 +12%
AWA
44
Arete Wealth Advisors
Illinois
$63.9M -$52.7K -338 -0.1%
Stifel Financial
45
Stifel Financial
Missouri
$62.5M +$3.36M +21,540 +6%
HWM
46
Horizon Wealth Management
Illinois
$59.3M -$2.74M -17,580 -4%
TIM
47
Total Investment Management
Arizona
$59.2M +$142K +908 +0.2%
CTC
48
Central Trust Company
Missouri
$55M +$26.8M +171,681 +97%
MA
49
MJP Associates
Connecticut
$53.7M -$102K -652 -0.2%
SRC
50
Shufro Rose & Co
New York
$52.9M -$8.26M -52,980 -14%

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.