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Invesco S&P 500 Equal Weight ETF

1,175 hedge funds and large institutions have $20.1B invested in Invesco S&P 500 Equal Weight ETF in 2022 Q1 according to their latest regulatory filings, with 119 funds opening new positions, 481 increasing their positions, 373 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed

63% more first-time investments, than exits

New positions opened: 119 | Existing positions closed: 73

29% more repeat investments, than reductions

Existing positions increased: 481 | Existing positions reduced: 373

10% more funds holding in top 10

Funds holding in top 10: 135148 (+13)

6% more capital invested

Capital invested by funds: $19B → $20.1B (+$1.06B)

2% more funds holding

Funds holding: 1,1481,175 (+27)

1.52% less ownership

Funds ownership: 60.89%59.37% (-1.5%)

49% less call options, than puts

Call options by funds: $64.5M | Put options by funds: $127M

Holders
1,175
Holders Change
+27
Holders Change %
+2.35%
% of All Funds
18.53%
Holding in Top 10
148
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+9.63%
% of All Funds
2.33%
New
119
Increased
481
Reduced
373
Closed
73
Calls
$64.5M
Puts
$127M
Net Calls
-$62.6M
Net Calls Change
+$64.1M
Name Holding Trade Value Shares
Change
Change in
Stake
CCM
626
Colorado Capital Management
Colorado
$1.1M -$14.3K -92 -1%
TWP
627
Transparent Wealth Partners
Arkansas
$1.1M -$1.24M -7,956 -53%
DFA
628
DHK Financial Advisors
New Hampshire
$1.1M +$155K +996 +17%
CWM
629
Cornerstone Wealth Management
Missouri
$1.1M -$44.3K -284 -4%
KIA
630
KCM Investment Advisors
California
$1.09M +$79.5K +510 +8%
IFG
631
Independent Financial Group
California
$1.09M -$516K -3,312 -32%
SPI
632
Santori & Peters Inc
Pennsylvania
$1.08M -$28.5K -183 -3%
MWM
633
Modera Wealth Management
New Jersey
$1.07M +$70.3K +451 +7%
OPA
634
Old Port Advisors
Maine
$1.07M -$81.9K -525 -7%
SSC
635
Syverson Strege & Co
Iowa
$1.04M
CIC
636
Cornercap Investment Counsel
Georgia
$1.04M +$1.03M +6,588 New
WIA
637
World Investment Advisors
California
$1.02M -$12.5K -80 -1%
IIA
638
IPG Investment Advisors
California
$1.02M +$364K +2,332 +57%
Principal Financial Group
639
Principal Financial Group
Iowa
$1.01M +$1M +6,431 New
SOS
640
Silver Oak Securities
Tennessee
$1.01M +$1.01M +6,451 New
SC
641
Stephens Consulting
Michigan
$1.01M
GKWIM
642
Gerber Kawasaki Wealth & Investment Management
California
$1.01M +$49.3K +316 +5%
NRI
643
NFP Retirement Inc
California
$1M +$990K +6,351 New
BFA
644
Beaumont Financial Advisors
Massachusetts
$1M +$69.4K +445 +8%
MFA
645
Mayflower Financial Advisors
Massachusetts
$994K -$5.3K -34 -0.5%
RWRC
646
R.W. Roge & Company
New York
$992K
PP
647
Pegasus Partners
Wisconsin
$990K -$975K -6,250 -50%
PP
648
Paloma Partners
Connecticut
$987K -$1.18M -7,555 -55%
BOPW
649
Brandywine Oak Private Wealth
Pennsylvania
$980K +$1.72K +11 +0.2%
RSWM
650
Robertson Stephens Wealth Management
California
$980K +$165K +1,059 +21%

RSP Hedge Fund Activity: Q1 2022 in Review

1,175 of the 6,341 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Equal Weight ETF (RSP) for Q1 2022, worth a combined $20.1B — up 5.6% from $19B a quarter earlier.

Buyers outnumbered sellers: 119 funds opened new RSP positions and 73 closed out — a net gain of 46 holders — while 481 added to existing stakes and 373 trimmed.

The largest buyer was Truist Financial, adding an estimated $228M. The largest seller was Castleview Partners, cutting an estimated $400M.

  • 1,175 institutional investors held Invesco S&P 500 Equal Weight ETF (RSP) as of Q1 2022, up from 1,148 in Q4 2021.
  • Funds reported $20.1B of Invesco S&P 500 Equal Weight ETF stock for Q1 2022, up 5.6% quarter-over-quarter.
  • 119 funds opened new Invesco S&P 500 Equal Weight ETF positions in Q1 2022 and 73 closed out, a net change of +46 holders.
  • The largest Invesco S&P 500 Equal Weight ETF buyer in Q1 2022 was Truist Financial, an estimated $228M added.
  • The largest Invesco S&P 500 Equal Weight ETF seller in Q1 2022 was Castleview Partners, an estimated $400M sold.

Based on aggregated 13F filings for Q1 2022.