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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
YWS
676
Yarger Wealth Strategies
Ohio
$879K +$3.59K +23 +0.4%
NF
677
Nvest Financial
New Hampshire
$875K +$866K +5,551 New
XF
678
XML Financial
Maryland
$873K +$780 +5 +0.1%
KCA
679
Karn Couzens & Associates
Connecticut
$865K +$389K +2,497 +84%
FNBOO
680
First National Bank of Omaha
Nebraska
$864K +$382K +2,448 +81%
CSPIA
681
Cary Street Partners Investment Advisory
Virginia
$862K +$396K +2,541 +87%
AG
682
Ascent Group
Virginia
$854K -$1.25K -8 -0.1%
SWM
683
SeaCrest Wealth Management
New York
$844K -$58.5K -375 -7%
WAS
684
WESPAC Advisors SoCal
California
$837K -$54.6K -350 -6%
PP
685
Patten & Patten
Tennessee
$837K +$258K +1,655 +45%
BIA
686
Benchmark Investment Advisors
Illinois
$836K +$3.27K +21 +0.4%
FCM
687
Fourpath Capital Management
Oklahoma
$834K -$584K -3,743 -41%
First Manhattan
688
First Manhattan
New York
$834K +$22.9K +147 +3%
ACM
689
Ategra Capital Management
Virginia
$834K
FFM
690
Forum Financial Management
Illinois
$833K
Kovitz Investment Group Partners
691
Kovitz Investment Group Partners
Illinois
$833K +$61.4K +394 +8%
RWP
692
Revolve Wealth Partners
New Jersey
$830K +$39K +250 +5%
UB
693
UMB Bank
Missouri
$825K
WA
694
Waverly Advisors
Alabama
$825K
GA
695
GFS Advisors
Texas
$823K +$22.5K +144 +3%
IC
696
Inscription Capital
Texas
$822K +$11.7K +75 +1%
ACM
697
Absolute Capital Management
Pennsylvania
$820K +$811K +5,200 New
S
698
Surevest
California
$817K +$808K +5,180 New
AAS
699
Annex Advisory Services
Wisconsin
$811K +$58.3K +374 +8%
AWA
700
Alta Wealth Advisors
Massachusetts
$810K

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.