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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
SW
576
SVB Wealth
Massachusetts
$1.85M -$29.1K -202 -2%
JSL
577
JT Stratford LLC
Georgia
$1.84M +$26.4K +183 +2%
SAG
578
SageView Advisory Group
California
$1.84M +$1.07M +7,450 +154%
FI
579
Financial Insights
Washington
$1.83M -$1.58M -10,966 -47%
GKWIM
580
Gerber Kawasaki Wealth & Investment Management
California
$1.82M +$251K +1,742 +17%
PMG
581
ProVise Management Group
Florida
$1.82M +$7.63K +53 +0.4%
PIMG
582
Patriot Investment Management Group
Tennessee
$1.81M -$14.4K -100 -0.8%
CPRC
583
Consolidated Portfolio Review Corp
New York
$1.8M -$132K -916 -7%
SAF
584
Smith Anglin Financial
Texas
$1.8M -$79.9K -555 -4%
SIA
585
SkyView Investment Advisors
New Jersey
$1.8M +$1.73M +12,000 New
BCM
586
BTC Capital Management
Iowa
$1.8M
IGWM
587
ICA Group Wealth Management
Colorado
$1.79M -$67.3K -467 -4%
CCA
588
Conservest Capital Advisors
Pennsylvania
$1.79M -$44.5K -309 -3%
ACI
589
Alpha Cubed Investments
California
$1.77M -$274K -1,903 -14%
MWA
590
Martel Wealth Advisors
Washington
$1.77M +$1.37M +9,486 +407%
PCA
591
Pallas Capital Advisors
Massachusetts
$1.77M +$456K +3,163 +38%
PP
592
Patten & Patten
Tennessee
$1.76M +$187K +1,295 +12%
AIS
593
American Investment Services
Massachusetts
$1.76M -$4.32K -30 -0.3%
MSFS
594
Main Street Financial Solutions
Pennsylvania
$1.75M -$142K -988 -8%
NCM
595
NCM Capital Management
New Jersey
$1.75M +$12.8K +89 +0.8%
SYBT
596
Stock Yards Bank & Trust
Kentucky
$1.71M -$236K -1,639 -13%
AR
597
Advisory Research
Illinois
$1.7M +$184K +1,275 +13%
RWPA
598
Richard W. Paul & Associates
Michigan
$1.68M -$19.2K -133 -1%
NW
599
NewEdge Wealth
Pennsylvania
$1.65M +$1.29M +8,967 +439%
PPC
600
Park Place Capital
Alabama
$1.65M -$82.4K -572 -5%

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.