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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
JWCA
551
J.W. Cole Advisors
Florida
$2M +$209K +1,449 +12%
3F
552
360 Financial
Minnesota
$1.99M -$133K -926 -7%
CPIG
553
Chicago Partners Investment Group
Illinois
$1.98M +$1.3K +9 +0.1%
LFA
554
Laraway Financial Advisors
Minnesota
$1.98M -$23.9K -166 -1%
VC
555
Veery Capital
Delaware
$1.98M +$258K +1,794 +16%
Fifth Third Bancorp
556
Fifth Third Bancorp
Ohio
$1.97M +$100K +695 +6%
GAMC
557
Garner Asset Management Corp
Texas
$1.97M +$22.5K +156 +1%
RIA
558
Retirement Investment Advisors
Oklahoma
$1.97M +$1.44K +10 +0.1%
PIWA
559
Prevail Innovative Wealth Advisors
Kansas
$1.96M +$1.89M +13,090 New
WANY
560
Wealthspire Advisors (New York)
New York
$1.95M +$315K +2,186 +20%
WAP
561
Wealthcare Advisory Partners
Pennsylvania
$1.94M -$32.1M -222,655 -95%
CCFM
562
Clear Creek Financial Management
Washington
$1.92M -$116K -802 -6%
KCM
563
Kennicott Capital Management
California
$1.92M +$3.7M +25,682 +200%
TSWM
564
Triangle Securities Wealth Management
North Carolina
$1.91M -$58.6K -407 -3%
GC
565
Guidance Capital
Kentucky
$1.91M +$1.82M +12,619 New
JWBC
566
J.W. Burns & Co
New York
$1.9M -$51.9K -360 -3%
CHAM
567
Clear Harbor Asset Management
Connecticut
$1.9M -$39.3K -273 -2%
Natixis Advisors
568
Natixis Advisors
Massachusetts
$1.9M +$1.83M +12,687 New
RMDI
569
R.M. Davis Inc
Maine
$1.88M
FPB
570
First PREMIER Bank
South Dakota
$1.88M
GCA
571
Genesee Capital Advisors
New York
$1.87M +$1.8M +12,505 New
PFC
572
Phocas Financial Corp
California
$1.87M +$864 +6 +0%
RDWM
573
Red Door Wealth Management
Tennessee
$1.87M
TA
574
Tiedemann Advisors
New York
$1.86M +$7.92K +55 +0.4%
EFG
575
Ethos Financial Group
Pennsylvania
$1.85M

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.