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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
TC
726
Trilogy Capital
California
$702K -$15.7K -101 -2%
TW
727
Transform Wealth
Colorado
$696K -$38K -244 -5%
JIC
728
Johnson Investment Counsel
Ohio
$693K +$40.5K +260 +6%
HVP
729
Hudson Value Partners
Florida
$688K
TCOT
730
Trust Company of Toledo
Ohio
$687K +$311K +1,994 +85%
VFIC
731
Valley Forge Investment Consultants
Pennsylvania
$682K +$68.3K +438 +11%
PPP
732
Private Portfolio Partners
New Jersey
$682K +$1.87K +12 +0.3%
DY
733
Dowling & Yahnke
California
$681K
AWA
734
AmeriServ Wealth Advisors
Pennsylvania
$681K +$673K +4,317 New
PWA
735
Peterson Wealth Advisors
Utah
$675K
AL
736
ACAS LLC
California
$675K +$27.1K +174 +4%
SSW
737
Smith Shellnut Wilson
Mississippi
$673K -$24.9K -160 -4%
WMP
738
Wealth Management Partners
Arizona
$660K
JWCA
739
J.W. Coons Advisors
Ohio
$660K +$5.92K +38 +0.9%
HA
740
HYA Advisors
Missouri
$657K +$624 +4 +0.1%
Fifth Third Bancorp
741
Fifth Third Bancorp
Ohio
$656K +$63K +404 +11%
FCI
742
Financial Counselors Inc
Kansas
$653K +$40.2K +258 +7%
AA
743
Advisory Alpha
Michigan
$651K -$240K -1,538 -27%
MFGP
744
Marshall Financial Group (Pennsylvania)
Pennsylvania
$649K +$1.87K +12 +0.3%
BDF
745
Black Diamond Financial
Maryland
$643K
AC
746
Applied Capital
Arkansas
$642K -$20.3K -130 -3%
BG
747
Benedetti & Gucer
Georgia
$640K -$248K -1,593 -28%
CPA
748
Cardiff Park Advisors
California
$637K +$1.09K +7 +0.2%
SFG
749
Sowa Financial Group
Rhode Island
$636K +$288K +1,844 +84%
AAM
750
Austin Asset Management
Texas
$631K

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.