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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
HKAM
626
Horizon Kinetics Asset Management
New York
$1.1M +$566K +4,049 +108%
TWA
627
Tandem Wealth Advisors
Arizona
$1.1M +$1.09M +7,790 New
AW
628
Atlas Wealth
Ohio
$1.1M +$1.09M +7,770 New
SAG
629
SageView Advisory Group
California
$1.09M +$1.08M +7,734 New
PFC
630
Phocas Financial Corp
California
$1.09M +$52.4K +375 +5%
FFP
631
FourThought Financial Partners
Florida
$1.09M +$1.08M +7,706 New
WTC
632
WhitTier Trust Company
Nevada
$1.09M +$160K +1,146 +17%
TFS
633
TrustCore Financial Services
Tennessee
$1.09M -$860K -6,151 -44%
WC
634
Weil Company
California
$1.09M -$102K -732 -9%
CGPCS
635
Capital Group Private Client Services
California
$1.08M +$1.07M +7,679 New
AWMG
636
Alliance Wealth Management Group
New Jersey
$1.08M
TCM
637
Towercrest Capital Management
Pennsylvania
$1.08M
VC
638
Veery Capital
Delaware
$1.08M +$1.07M +7,629 New
CA
639
Calton & Associates
Florida
$1.08M +$1.07M +7,620 New
ONB
640
Old National Bancorp
Indiana
$1.07M +$4.33K +31 +0.4%
SL
641
Salomon & Ludwin
Virginia
$1.07M
AC
642
Avant Capital
Louisiana
$1.06M -$103K -735 -9%
SHJ
643
Sharkey, Howes & Javer
Colorado
$1.06M +$140 +1 +0%
GL
644
Graypoint LLC
New York
$1.06M +$28K +200 +3%
GWA
645
GGM Wealth Advisors
Maryland
$1.06M +$24.2K +173 +2%
Wolverine Trading
646
Wolverine Trading
Illinois
$1.06M +$225K +1,609 +27%
CAM
647
Concorde Asset Management
Michigan
$1.05M -$388K -2,776 -27%
PG
648
Patten Group
Tennessee
$1.05M +$127K +905 +14%
BPC
649
Banque Pictet & Cie
Switzerland
$1.04M +$586K +4,191 +131%
MGIA
650
Moneta Group Investment Advisors
Missouri
$1.04M -$102K -727 -10%

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.