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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
BCMLT
776
Beacon Capital Management LLC (Tennessee)
Tennessee
$620K +$119K +849 +24%
TW
777
Transform Wealth
Colorado
$614K -$14.4K -103 -2%
PWA
778
Peterson Wealth Advisors
Utah
$613K +$7.83K +56 +1%
AWM
779
Aries Wealth Management
Maine
$609K +$11.7K +84 +2%
CAL
780
Capital Analysts LLC
Pennsylvania
$608K +$66.1K +473 +12%
AL
781
ACAS LLC
California
$604K +$598K +4,277 New
AFG
782
Allegheny Financial Group
Pennsylvania
$600K +$102K +728 +21%
IA
783
Inspire Advisors
Idaho
$598K
SIA
784
Strategic Investment Advisors
Michigan
$594K -$41.4K -296 -7%
MPIA
785
Mountain Pacific Investment Advisers
Idaho
$590K +$29.9K +214 +5%
PIA
786
Perennial Investment Advisors
California
$588K +$19.3K +138 +3%
RWA
787
Rainsberger Wealth Advisors
Colorado
$584K +$71.7K +513 +14%
WMP
788
Wealth Management Partners
Arizona
$579K
BDF
789
Black Diamond Financial
Maryland
$576K
CPA
790
Cardiff Park Advisors
California
$574K +$979 +7 +0.2%
PCM
791
Palisade Capital Management
New Jersey
$573K +$303K +2,170 +115%
FAM
792
Flaharty Asset Management
Florida
$572K
AIM
793
Anchor Investment Management
South Carolina
$571K +$11.2K +80 +2%
MAG
794
MRA Advisory Group
New Jersey
$568K +$29.4K +210 +6%
SSW
795
Smith Shellnut Wilson
Mississippi
$568K
IAG
796
Investmark Advisory Group
Connecticut
$566K +$560K +4,008 New
MWA
797
Monograph Wealth Advisors
California
$564K
PMAM
798
Picton Mahoney Asset Management
Ontario, Canada
$564K
BG
799
Benedetti & Gucer
Georgia
$560K
TI
800
Tidal Investments
Wisconsin
$557K +$55.9K +400 +11%

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.