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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
LMKC
601
L.M. Kohn & Company
Ohio
$1.25M +$23.1K +165 +2%
IWA
602
Intercontinental Wealth Advisors
Texas
$1.25M +$125K +891 +11%
Wealthfront Advisers
603
Wealthfront Advisers
California
$1.24M +$546K +3,904 +80%
PCA
604
Pallas Capital Advisors
Massachusetts
$1.24M
FHB
605
First Hawaiian Bank
Hawaii
$1.22M
1WM
606
1900 Wealth Management
Texas
$1.22M
IP
607
Intellectus Partners
California
$1.21M
CS
608
Cannell & Spears
New York
$1.2M +$14K +100 +1%
FFA
609
First Foundation Advisors
California
$1.2M +$549K +3,929 +86%
WCAMG
610
Woodard & Company Asset Management Group
North Carolina
$1.19M -$72.9K -521 -6%
SSW
611
Stone Summit Wealth
Florida
$1.19M +$920K +6,581 +356%
WAM
612
Worth Asset Management
Texas
$1.17M +$1.16M +8,317 New
NWM
613
Northwest Wealth Management
Iowa
$1.17M -$14.3K -102 -1%
DLCIG
614
D.L. Carlson Investment Group
New Hampshire
$1.16M -$25.6K -183 -2%
TAM
615
Townsend Asset Management
North Carolina
$1.16M +$2.52K +18 +0.2%
BIM
616
Baldwin Investment Management
Pennsylvania
$1.14M +$19.2K +137 +2%
Renaissance Technologies
617
Renaissance Technologies
New York
$1.14M +$1.13M +8,100 New
S
618
SignatureFD
Georgia
$1.14M +$264K +1,891 +31%
TNAM
619
Terra Nova Asset Management
New York
$1.14M +$1.13M +8,053 New
Lido Advisors
620
Lido Advisors
California
$1.12M +$129K +923 +13%
TFP
621
Tilia Fiduciary Partners
North Carolina
$1.11M -$12.4K -89 -1%
BL
622
BFSG LLC
California
$1.11M -$318K -2,275 -22%
HWA
623
HHM Wealth Advisors
Tennessee
$1.11M
IIA
624
IPG Investment Advisors
California
$1.11M -$43.1K -308 -4%
TWM
625
Trinity Wealth Management
Pennsylvania
$1.1M -$50.6K -362 -4%

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.