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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
LF
676
Lee Financial
Texas
$939K +$217K +1,550 +30%
SAM
677
Smithbridge Asset Management
Pennsylvania
$939K +$17.1K +122 +2%
SIC
678
Samalin Investment Counsel
New York
$938K -$19.4K -139 -2%
CSPAM
679
Cary Street Partners Asset Management
Virginia
$937K -$308K -2,204 -25%
SSC
680
Syverson Strege & Co
Iowa
$932K
CAM
681
Carret Asset Management
New York
$927K +$128K +915 +16%
TFA
682
Tranquilli Financial Advisor
New Jersey
$925K +$417K +2,983 +84%
KIA
683
KCM Investment Advisors
California
$917K
SIC
684
Shoker Investment Counsel
Ohio
$914K -$71K -508 -7%
MGWM
685
Marks Group Wealth Management
Minnesota
$908K +$899K +6,426 New
SC
686
Stephens Consulting
Michigan
$906K
ACP
687
Aveo Capital Partners
Colorado
$895K +$284K +2,028 +47%
BIM
688
Bridges Investment Management
Nebraska
$892K
CRWM
689
Castle Rock Wealth Management
California
$887K +$604K +4,321 +275%
TBC
690
Ted Buchan & Co
California
$883K +$875K +6,254 New
FWM
691
Forefront Wealth Management
Pennsylvania
$881K +$206K +1,475 +31%
UB
692
UMB Bank
Missouri
$880K +$140K +1,000 +19%
GWANC
693
Guardian Wealth Advisors (North Carolina)
North Carolina
$878K +$373K +2,669 +75%
ST
694
Smithfield Trust
Pennsylvania
$867K
EWM
695
Elmwood Wealth Management
California
$864K +$25.9K +185 +3%
AGP
696
Autumn Glory Partners
Texas
$859K
HWM
697
Hassell Wealth Management
Louisiana
$854K +$803K +5,744 New
BFS
698
Bard Financial Services
Connecticut
$848K
Principal Financial Group
699
Principal Financial Group
Iowa
$848K
1832 Asset Management
700
1832 Asset Management
Ontario, Canada
$848K

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.