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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
CS
651
Cannell & Spears
New York
$1.29M +$15.3K +106 +1%
PIAS
652
PCA Investment Advisory Services
Ohio
$1.28M +$1.15K +8 +0.1%
FA
653
Fiducient Advisors
Illinois
$1.28M +$1.23M +8,542 New
PG
654
Patten Group
Tennessee
$1.28M -$122K -845 -9%
BMC
655
Beaton Management Company
Massachusetts
$1.28M -$64.8K -450 -5%
ECA
656
Elevated Capital Advisors
Utah
$1.28M -$1.28M -8,879 -51%
TI
657
TTP Investments
California
$1.27M +$1.22M +8,467 New
SF
658
Synovus Financial
Georgia
$1.26M -$497K -3,451 -29%
WCAMG
659
Woodard & Company Asset Management Group
North Carolina
$1.26M -$27.2K -189 -2%
AW
660
Atlas Wealth
Ohio
$1.25M
IP
661
Intellectus Partners
California
$1.25M -$72K -500 -6%
PWPS
662
Pinnacle Wealth Planning Services
Ohio
$1.24M +$130K +903 +12%
AFA
663
American Financial Advisors
Georgia
$1.24M +$1.19M +8,271 New
TAM
664
Townsend Asset Management
North Carolina
$1.24M +$2.74K +19 +0.2%
AC
665
ASB Consultores
Florida
$1.23M -$21.2M -147,147 -95%
FHB
666
First Hawaiian Bank
Hawaii
$1.22M
Capstone Investment Advisors
667
Capstone Investment Advisors
New York
$1.22M -$1.12M -7,752 -49%
BCM
668
Brookstone Capital Management
Illinois
$1.21M +$667K +4,630 +131%
EWM
669
Empirical Wealth Management
Washington
$1.21M +$37.3K +259 +3%
PSCM
670
Per Stirling Capital Management
Texas
$1.2M -$7.88M -54,702 -87%
HAS
671
HBW Advisory Services
California
$1.19M +$1.15M +7,970 New
BIM
672
Baldwin Investment Management
Pennsylvania
$1.18M +$15.1K +105 +1%
CIBC Private Wealth Group
673
CIBC Private Wealth Group
Georgia
$1.18M -$336K -2,332 -23%
DAM
674
Deepwater Asset Management
Minnesota
$1.16M +$1.12M +7,752 New
HSA
675
HBK Sorce Advisory
Pennsylvania
$1.16M +$31.3K +217 +3%

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.