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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
FFS
501
Founders Financial Securities
Maryland
$2.44M +$41.8K +290 +2%
MFG
502
Merit Financial Group
Georgia
$2.44M -$190K -1,320 -7%
BWM
503
Brown Wealth Management
Illinois
$2.44M +$2.35M +16,283 New
AWA
504
Acorn Wealth Advisors
Michigan
$2.42M +$74.6K +518 +3%
FFA
505
Fortune Financial Advisors
Kansas
$2.42M +$2.33M +16,160 New
VAM
506
Verity Asset Management
North Carolina
$2.41M +$916K +6,357 +65%
CCFP
507
Charles Carroll Financial Partners
Massachusetts
$2.41M +$2.32M +16,100 New
AWA
508
Arkadios Wealth Advisors
Georgia
$2.4M -$73.3K -509 -3%
MOS
509
MGO One Seven
Ohio
$2.39M -$145K -1,006 -6%
WA
510
Wambolt & Associates
Colorado
$2.39M -$399K -2,770 -15%
MIM
511
MTM Investment Management
South Carolina
$2.39M -$535K -3,713 -19%
GC
512
Garde Capital
Washington
$2.36M +$2.28M +15,800 New
PFWA
513
Paces Ferry Wealth Advisors
Georgia
$2.36M +$194K +1,347 +9%
ECG
514
Edge Capital Group
Georgia
$2.35M -$1.15M -7,981 -34%
ORC
515
O'Rourke & Company
Massachusetts
$2.35M +$117K +815 +5%
BF
516
BOK Financial
Oklahoma
$2.34M +$96.4K +669 +4%
DWM
517
Darwin Wealth Management
Florida
$2.34M -$185K -1,285 -8%
Renaissance Technologies
518
Renaissance Technologies
New York
$2.33M +$2.25M +15,600 New
TBC
519
Ted Buchan & Co
California
$2.33M +$364K +2,530 +19%
DIM
520
Delta Investment Management
California
$2.33M -$212K -1,474 -9%
MCM
521
Monument Capital Management
Virginia
$2.33M -$632K -4,390 -22%
KW
522
KWB Wealth
California
$2.31M -$441K -3,061 -17%
WP
523
WealthPLAN Partners
Nebraska
$2.3M -$168K -1,168 -7%
CA
524
CapWealth Advisors
Tennessee
$2.29M +$241K +1,675 +12%
AFP
525
Ausdal Financial Partners
Iowa
$2.29M -$258K -1,793 -11%

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.