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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
CWA
676
Capital Wealth Alliance
Arizona
$1.15M -$9.65K -67 -0.9%
1WM
677
1900 Wealth Management
Texas
$1.15M -$138K -958 -11%
AWMG
678
Alliance Wealth Management Group
New Jersey
$1.15M
TCM
679
Towercrest Capital Management
Pennsylvania
$1.15M
GI
680
Glovista Investments
New Jersey
$1.14M +$1.1M +7,633 New
AC
681
Avant Capital
Louisiana
$1.14M -$18.4K -128 -2%
TFP
682
Tilia Fiduciary Partners
North Carolina
$1.14M -$2.74K -19 -0.2%
BJL
683
Brighton Jones LLC
Washington
$1.13M -$358K -2,487 -25%
GL
684
Graypoint LLC
New York
$1.12M
FP
685
Factorial Partners
New York
$1.12M +$1.08M +7,500 New
FFP
686
FourThought Financial Partners
Florida
$1.12M -$12.8K -89 -1%
MWM
687
Modera Wealth Management
New Jersey
$1.12M +$143K +995 +15%
WTC
688
WhitTier Trust Company
Nevada
$1.12M
HWA
689
HHM Wealth Advisors
Tennessee
$1.11M +$37.5K +260 +4%
SL
690
Salomon & Ludwin
Virginia
$1.1M -$20.5K -142 -2%
DLCIG
691
D.L. Carlson Investment Group
New Hampshire
$1.1M +$27.2K +189 +3%
GM
692
GeoWealth Management
Illinois
$1.1M +$819K +5,683 +346%
CL
693
Choreo LLC
Illinois
$1.1M -$480K -3,332 -31%
ONB
694
Old National Bancorp
Indiana
$1.1M -$57.3K -398 -5%
TA
695
Trellis Advisors
Washington
$1.08M
DFA
696
DHK Financial Advisors
New Hampshire
$1.08M +$1.04M +7,196 New
LWM
697
Laidlaw Wealth Management
New York
$1.06M -$71.6K -497 -7%
LGWM
698
Litman Gregory Wealth Management
California
$1.05M +$1.01M +7,004 New
CAM
699
Carret Asset Management
New York
$1.04M +$29.5K +205 +3%
AWA
700
AmeriServ Wealth Advisors
Pennsylvania
$1.03M -$2.46M -17,096 -71%

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.