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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
NRC
751
New Republic Capital
North Carolina
$852K -$51K -354 -6%
JWCA
752
J.W. Coons Advisors
Ohio
$849K +$6.48K +45 +0.8%
GLA
753
Good Life Advisors
Pennsylvania
$848K -$215K -1,493 -21%
JFG
754
JMG Financial Group
Illinois
$847K
RIL
755
Rothschild Investment LLC
Illinois
$841K +$551K +3,826 +214%
FA
756
Flagstar Advisors
New York
$838K +$3.17K +22 +0.4%
V
757
Veritable
Delaware
$836K -$78.7K -546 -9%
GAA
758
Global Assets Advisory
Florida
$832K +$36K +250 +5%
TW
759
Transform Wealth
Colorado
$825K +$182K +1,261 +30%
PVI
760
Pine Valley Investments
New Jersey
$819K +$512K +3,554 +185%
OWA
761
Opal Wealth Advisors
New York
$808K +$27.8K +193 +4%
VCA
762
Verdence Capital Advisors
Maryland
$804K -$179K -1,243 -19%
CAAS
763
Capital Asset Advisory Services
Michigan
$802K -$288 -2 -0%
BL
764
BFSG LLC
California
$799K -$4.89M -33,962 -86%
EM
765
Excalibur Management
Massachusetts
$798K +$6.19K +43 +0.8%
WSTAM
766
Wilbanks Smith & Thomas Asset Management
Virginia
$796K -$14.8K -103 -2%
EWM
767
Elmwood Wealth Management
California
$796K -$86.1K -598 -10%
AWM
768
Atticus Wealth Management
Florida
$794K -$279K -1,939 -27%
AF
769
Advisornet Financial
Minnesota
$793K +$297K +2,061 +64%
FTUS
770
Flow Traders U.S.
New York
$793K -$7.7M -53,442 -91%
ACM
771
Ategra Capital Management
Virginia
$791K
MFWP
772
Mosaic Family Wealth Partners
Missouri
$787K +$68.6K +476 +10%
ST
773
Smithfield Trust
Pennsylvania
$785K -$130K -900 -15%
AGP
774
Autumn Glory Partners
Texas
$780K -$126K -872 -14%
VHAM
775
Van Hulzen Asset Management
California
$777K +$100K +695 +15%

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.