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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
KFP
476
KB Financial Partners
New Jersey
$2.24M +$2.22M +15,844 New
SIA
477
SkyView Investment Advisors
New Jersey
$2.24M +$2.22M +15,844 New
CCB
478
Country Club Bank
Missouri
$2.23M -$39.3K -281 -2%
JAG
479
Journey Advisory Group
Kentucky
$2.22M -$225K -1,608 -9%
BS
480
Boenning & Scattergood
Pennsylvania
$2.22M -$22.7K -162 -1%
AWA
481
Arkadios Wealth Advisors
Georgia
$2.2M +$727K +5,196 +50%
OWA
482
Outlook Wealth Advisors
Texas
$2.19M -$37.5K -268 -2%
Susquehanna International Group
483
Susquehanna International Group
Pennsylvania
$2.19M -$6.14M -43,925 -74%
ACI
484
Alpha Cubed Investments
California
$2.16M -$15.5K -111 -0.7%
WAOI
485
Wealth Advisors of Iowa
Iowa
$2.15M +$2.13M +15,214 New
AWA
486
Alta Wealth Advisors
Massachusetts
$2.14M +$1.4M +10,044 +196%
ORC
487
O'Rourke & Company
Massachusetts
$2.14M +$124K +888 +6%
PSCM
488
Per Stirling Capital Management
Texas
$2.14M +$2.11M +15,124 New
FB
489
Fulton Bank
Pennsylvania
$2.13M +$2.11M +15,070 New
AFWM
490
AMJ Financial Wealth Management
Virginia
$2.13M +$2.1M +15,048 New
MIM
491
Marco Investment Management
Georgia
$2.11M +$28K +200 +1%
BIP
492
Blueprint Investment Partners
North Carolina
$2.1M +$2.08M +14,877 New
RhumbLine Advisers
493
RhumbLine Advisers
Massachusetts
$2.1M +$87.7K +627 +4%
VWM
494
Vigilare Wealth Management
Arizona
$2.09M +$1.07M +7,664 +108%
SW
495
SVB Wealth
Massachusetts
$2.08M -$345K -2,467 -14%
SAM
496
Strategy Asset Managers
California
$2.06M +$170K +1,217 +9%
MWM
497
Maltin Wealth Management
New Jersey
$2.04M +$21.7K +155 +1%
KA
498
Klingman & Associates
New York
$2.03M
SSWM
499
Sheets Smith Wealth Management
North Carolina
$1.98M -$30.3K -217 -2%
OSAM
500
O'Shaughnessy Asset Management
Connecticut
$1.97M +$275K +1,969 +16%

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.