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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
AWM
701
Aprio Wealth Management
Georgia
$843K -$96.1K -687 -10%
PPP
702
Private Portfolio Partners
New Jersey
$842K +$17.1K +122 +2%
FF
703
Francis Financial
$840K +$3.36K +24 +0.4%
EM
704
Excalibur Management
Massachusetts
$839K -$43.1K -308 -5%
CW
705
CreativeOne Wealth
Kansas
$830K -$58.3K -417 -7%
CCM
706
Colorado Capital Management
Colorado
$829K -$47.8K -342 -5%
JFG
707
JMG Financial Group
Illinois
$825K -$48.7K -348 -6%
BCV
708
Banque Cantonale Vaudoise
Switzerland
$825K -$30.3K -217 -4%
WWM
709
Western Wealth Management
Colorado
$823K -$571K -4,082 -41%
MFA
710
Mayflower Financial Advisors
Massachusetts
$822K -$51.9K -371 -6%
RWP
711
Revolve Wealth Partners
New Jersey
$818K +$243K +1,735 +43%
SHFP
712
Second Half Financial Partners
Florida
$816K -$6.99K -50 -0.9%
CCA
713
Cora Capital Advisors
New Jersey
$815K +$806K +5,767 New
LAS
714
LWM Advisory Services
Florida
$813K +$805K +5,759 New
Bessemer Group
715
Bessemer Group
New Jersey
$801K
FA
716
Flagstar Advisors
New York
$800K +$7.55K +54 +1%
MWVC
717
Morgens Waterfall Vintiadis & Co
New York
$798K +$790K +5,650 New
YWS
718
Yarger Wealth Strategies
Ohio
$798K +$3.22K +23 +0.4%
AG
719
Ascent Group
Virginia
$796K -$28K -200 -3%
XF
720
XML Financial
Maryland
$795K +$699 +5 +0.1%
CA
721
Cambridge Advisors
Nebraska
$795K +$140 +1 +0%
OPA
722
Old Port Advisors
Maine
$788K -$42.5K -304 -5%
PWPS
723
Pinnacle Wealth Planning Services
Ohio
$786K +$337K +2,408 +76%
LOPW
724
Live Oak Private Wealth
North Carolina
$781K +$5.87K +42 +0.8%
OWA
725
Opal Wealth Advisors
New York
$770K +$762K +5,449 New

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.