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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
JCM
26
Junto Capital Management
New York
$116M +$115M +824,690 New
MFS
27
Mirabella Financial Services
United Kingdom
$115M +$45.2M +323,340 +66%
MIH
28
Meitav Investment House
Israel
$111M +$16.2M +116,068 +17%
SFI
29
SPC Financial Inc
Maryland
$111M +$104M +741,453 +1,680%
JP Morgan Chase
30
JP Morgan Chase
New York
$99.5M -$548M -3,916,732 -85%
Janney Montgomery Scott
31
Janney Montgomery Scott
Pennsylvania
$96.8M +$2.44M +17,460 +3%
VFA
32
Valeo Financial Advisors
Indiana
$95.6M -$3.49M -24,959 -4%
MA
33
MJP Associates
Connecticut
$86.9M +$19.2M +137,398 +29%
Brown Advisory
34
Brown Advisory
Maryland
$83.3M -$53M -378,818 -39%
AI
35
AdvisorShares Investments
Maryland
$83.1M -$819K -5,860 -1%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
36
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$81.8M -$108M -770,000 -57%
HI
37
Horizon Investments
North Carolina
$79.6M +$38.9M +277,938 +97%
CTC
38
Central Trust Company
Missouri
$75.4M +$14.5M +103,349 +24%
GT
39
Glenmede Trust
Pennsylvania
$73.5M -$16.3M -116,298 -18%
Stifel Financial
40
Stifel Financial
Missouri
$72.3M +$14.4M +102,716 +25%
Rockefeller Capital Management
41
Rockefeller Capital Management
New York
$71.2M +$27.8M +198,526 +65%
CAG
42
Csenge Advisory Group
Florida
$62.3M +$1.54M +11,042 +3%
Baird Financial Group
43
Baird Financial Group
Wisconsin
$59.1M +$4.56M +32,636 +8%
Canada Pension Plan Investment Board
44
Canada Pension Plan Investment Board
Ontario, Canada
$57.9M -$71.2M -509,000 -55%
SRC
45
Shufro Rose & Co
New York
$53.1M +$7.25M +51,826 +16%
Mariner
46
Mariner
Kansas
$50.6M +$23M +164,537 +85%
STA
47
Summit Trail Advisors
New York
$50.6M +$14.5M +103,398 +41%
Cambridge Investment Research Advisors
48
Cambridge Investment Research Advisors
Iowa
$50.1M +$2.38M +17,034 +5%
TIM
49
Total Investment Management
Arizona
$50.1M +$184K +1,319 +0.4%
HCP
50
Holt Capital Partners
Texas
$48.7M +$19.2M +137,515 +66%

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.