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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
WSTAM
726
Wilbanks Smith & Thomas Asset Management
Virginia
$766K +$443K +3,166 +140%
RWRC
727
R.W. Roge & Company
New York
$765K -$28.5K -204 -4%
GAA
728
Global Assets Advisory
Florida
$764K -$18.7K -134 -2%
ACM
729
Ategra Capital Management
Virginia
$747K
CPC
730
Congress Park Capital
New York
$743K +$736K +5,260 New
FFM
731
Forum Financial Management
Illinois
$741K -$4.62K -33 -0.6%
CD
732
Chapin Davis
Maryland
$741K +$734K +5,248 New
Kovitz Investment Group Partners
733
Kovitz Investment Group Partners
Illinois
$740K +$27.8K +199 +4%
CWM
734
Chemistry Wealth Management
New York
$721K
TA
735
TruWealth Advisors
Louisiana
$721K -$16.2K -116 -2%
BIA
736
Benchmark Investment Advisors
Illinois
$720K +$2.94K +21 +0.4%
JWCA
737
J.W. Coons Advisors
Ohio
$718K -$6.01K -43 -0.8%
SSB
738
Sandy Spring Bank
Maryland
$715K -$80.7K -577 -10%
NPP
739
New Potomac Partners
Maryland
$713K +$90.2K +645 +15%
IA
740
IFG Advisory
Georgia
$711K +$268K +1,914 +61%
EPWM
741
Essex Private Wealth Management
Massachusetts
$709K
NRI
742
NFP Retirement Inc
California
$708K
AWM
743
AllSquare Wealth Management
New York
$707K
GHAM
744
Gilman Hill Asset Management
Connecticut
$702K -$432K -3,086 -38%
RFA
745
Resurgent Financial Advisors
Georgia
$700K +$192K +1,370 +38%
FPGT
746
Financial Partners Group (Tennessee)
Tennessee
$696K +$690K +4,931 New
BNP Paribas Financial Markets
747
BNP Paribas Financial Markets
France
$694K -$28.1M -200,793 -98%
V
748
Veritable
Delaware
$692K -$192K -1,370 -22%
PAI
749
Pittenger & Anderson Inc
Nebraska
$691K -$31.5K -225 -4%
PWP
750
Principle Wealth Partners
Connecticut
$690K

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.