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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
Baird Financial Group
51
Baird Financial Group
Wisconsin
$52.7M +$16.5M +105,955 +46%
HCP
52
Holt Capital Partners
Texas
$52.3M -$161K -1,033 -0.3%
BWM
53
BT Wealth Management
Georgia
$50.3M +$8.71M +55,857 +21%
VCM
54
Virtue Capital Management
Tennessee
$50.1M -$10.1M -64,713 -17%
CA
55
Cambridge Associates
Massachusetts
$50M +$49.5M +317,216 New
BNP Paribas Financial Markets
56
BNP Paribas Financial Markets
France
$49.9M +$17.7M +113,682 +56%
HFS
57
Howard Financial Services
Texas
$47.2M +$3.5M +22,468 +8%
HCA
58
Heck Capital Advisors
Wisconsin
$45.9M +$396K +2,541 +0.9%
CA
59
Cetera Advisors
Colorado
$45.2M +$9.88M +63,384 +28%
KIM
60
Karpus Investment Management
New York
$44M +$2.86M +18,341 +7%
CIG
61
Consolidated Investment Group
Colorado
$43.2M
Rockefeller Capital Management
62
Rockefeller Capital Management
New York
$43.2M +$7.09M +45,447 +20%
PNC Financial Services Group
63
PNC Financial Services Group
Pennsylvania
$41.9M +$3.86M +24,749 +10%
AC
64
AlphaCore Capital
California
$40.8M +$4.74M +30,430 +13%
CTC
65
Chai Trust Company
Illinois
$40.7M +$640K +4,106 +3%
OCM
66
One Capital Management
California
$40M +$39.5M +253,626 New
SWP
67
Stratos Wealth Partners
Ohio
$39.1M -$1.49M -9,574 -4%
LBC
68
Lowe Brockenbrough & Co
Virginia
$38.6M -$2.06M -13,229 -5%
BAAM
69
Baker Avenue Asset Management
California
$37.8M -$1.11M -7,140 -3%
EDRH
70
Edmond de Rothschild Holding
Switzerland
$37.3M +$9.53M +61,092 +35%
BWA
71
BDO Wealth Advisors
Florida
$36.3M +$7.17M +45,972 +25%
BFS
72
Bickling Financial Services
Massachusetts
$36.2M +$132K +847 +0.4%
CW
73
Connectus Wealth
Ohio
$36.1M +$34.6M +221,765 New
TFS
74
TrustCore Financial Services
Tennessee
$35.9M +$12M +77,168 +51%
FDCDDQ
75
Federation des caisses Desjardins du Quebec
Quebec, Canada
$35.7M -$17.7M -113,244 -33%

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.