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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
NCM
726
Novare Capital Management
North Carolina
$933K +$176K +1,220 +24%
TCOT
727
Trust Company of Toledo
Ohio
$930K -$362K -2,515 -29%
ACP
728
Aveo Capital Partners
Colorado
$927K -$18.9K -131 -2%
BCM
729
Becker Capital Management
Oregon
$926K -$4.61K -32 -0.5%
EWM
730
Evermay Wealth Management
Virginia
$921K -$19.2K -133 -2%
SL
731
Sentry LLC
Tennessee
$913K -$44.7K -310 -5%
S
732
SignatureFD
Georgia
$907K +$2.59K +18 +0.3%
YWS
733
Yarger Wealth Strategies
Ohio
$906K +$54.6K +379 +7%
FF
734
Francis Financial
$899K +$3.75K +26 +0.4%
Principal Financial Group
735
Principal Financial Group
Iowa
$898K
1832 Asset Management
736
1832 Asset Management
Ontario, Canada
$898K
BFS
737
Bard Financial Services
Connecticut
$898K
FDCC
738
Foster Dykema Cabot & Co
Massachusetts
$897K
CA
739
Cambridge Advisors
Nebraska
$895K +$50.4K +350 +6%
SHJ
740
Sharkey, Howes & Javer
Colorado
$892K -$223K -1,549 -21%
SWP
741
Summit Wealth Partners
Florida
$888K -$57.2K -397 -6%
OCBCO
742
Oversea-Chinese Banking Corp (OCBC)
Singapore
$886K +$853K +5,920 New
IC
743
Inscription Capital
Texas
$878K +$845K +5,866 New
HWM
744
Hassell Wealth Management
Louisiana
$875K
CCA
745
Cora Capital Advisors
New Jersey
$875K +$14.3K +99 +2%
Qube Research & Technologies (QRT)
746
Qube Research & Technologies (QRT)
United Kingdom
$870K +$1.48M +10,301 New
PCM
747
Palisade Capital Management
New Jersey
$867K +$177K +1,229 +27%
APA
748
Astoria Portfolio Advisors
New York
$862K +$812K +5,638 New
IIA
749
IPG Investment Advisors
California
$855K +$58.2K +404 +8%
SFA
750
Source Financial Advisors
New York
$855K +$823K +5,712 New

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.