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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
HW
701
Hancock Whitney
Mississippi
$1.03M -$18K -125 -2%
WT
702
Whittier Trust
California
$1.03M +$288 +2 +0%
KIA
703
KCM Investment Advisors
California
$1.02M -$3.6K -25 -0.4%
NWM
704
Northwest Wealth Management
Iowa
$1.02M -$179K -1,243 -15%
MGWM
705
Marks Group Wealth Management
Minnesota
$1.02M +$34.6K +240 +4%
WIA
706
World Investment Advisors
California
$1.01M +$4.32K +30 +0.4%
CA
707
Cornerstone Advisory
Maryland
$1.01M -$185K -1,282 -16%
CL
708
COWA LLC
Oklahoma
$1.01M -$135M -936,046 -99%
VPP
709
Vertex Planning Partners
Illinois
$1M +$81.5K +566 +9%
CSPAM
710
Cary Street Partners Asset Management
Virginia
$997K -$107K -742 -10%
UB
711
UMB Bank
Missouri
$993K +$27.7K +192 +3%
SSC
712
Syverson Strege & Co
Iowa
$987K -$3.75K -26 -0.4%
JAG
713
Journey Advisory Group
Kentucky
$984K -$564K -3,912 -37%
HCM
714
Hillman Capital Management
Maryland
$982K +$945K +6,563 New
FGA
715
Fortis Group Advisors
New Jersey
$979K +$100K +694 +12%
SIC
716
Shoker Investment Counsel
Ohio
$976K +$3.75K +26 +0.4%
PI
717
PFG Investments
New York
$976K -$379K -2,628 -29%
BC
718
Barrett & Company
Rhode Island
$972K -$53.9K -374 -5%
FWM
719
Forefront Wealth Management
Pennsylvania
$971K -$1.01K -7 -0.1%
SAM
720
Smithbridge Asset Management
Pennsylvania
$967K
SC
721
Stephens Consulting
Michigan
$960K -$14K -97 -1%
LF
722
Lee Financial
Texas
$959K +$8.64K +60 +0.9%
SIC
723
Samalin Investment Counsel
New York
$954K -$41.2K -286 -4%
CCM
724
Colorado Capital Management
Colorado
$953K -$29.4K -204 -3%
BIM
725
Bridges Investment Management
Nebraska
$945K

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.