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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
SHFP
701
Second Half Financial Partners
Florida
$806K +$887K +5,687 New
CWM
702
Chemistry Wealth Management
New York
$805K +$796K +5,102 New
AWM
703
AllSquare Wealth Management
New York
$804K -$211K -1,352 -21%
EI
704
Ethic Inc
New York
$800K +$791K +5,074 New
TVAMP
705
Tennessee Valley Asset Management Partners
Tennessee
$798K -$2.96K -19 -0.4%
CAM
706
Carret Asset Management
New York
$791K +$198K +1,271 +34%
SIC
707
Samalin Investment Counsel
New York
$783K -$2.34K -15 -0.3%
FWM
708
Forefront Wealth Management
Pennsylvania
$772K +$763K +4,893 New
PWP
709
Principle Wealth Partners
Connecticut
$770K +$156 +1 +0%
GC
710
Gratus Capital
Georgia
$767K -$131K -837 -15%
MIC
711
Meridian Investment Counsel
California
$761K
EWM
712
EPG Wealth Management
Georgia
$759K +$719K +4,614 +2,307%
HP
713
HT Partners
Connecticut
$754K
Bessemer Group
714
Bessemer Group
New Jersey
$746K +$15.1K +97 +2%
TA
715
TruWealth Advisors
Louisiana
$740K -$35.9K -230 -5%
CAN
716
Claraphi Advisory Network
United States
$739K +$731K +4,687 New
PFWA
717
Paces Ferry Wealth Advisors
Georgia
$736K +$2.03K +13 +0.3%
VDBMI
718
Van Den Berg Management I
Texas
$735K -$98.5K -632 -12%
SC
719
Sierra Capital
Florida
$731K +$79.1K +507 +12%
CGH
720
Crossmark Global Holdings
Texas
$729K -$93.6K -600 -11%
BCP
721
Blackhawk Capital Partners
Wisconsin
$722K -$94.5K -606 -12%
IFWM
722
Institute for Wealth Management
Colorado
$721K -$48.8K -313 -6%
STAS
723
Strong Tower Advisory Services
Minnesota
$718K +$710K +4,552 New
MHR
724
Matthew Hamilton Rosenberg
$716K -$11.2K -72 -2%
FPAS
725
Focus Partners Advisor Solutions
Missouri
$712K +$291K +1,866 +70%

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.