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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
FFM
776
Forum Financial Management
Illinois
$776K -$4.9K -34 -0.7%
CWM
777
Chemistry Wealth Management
New York
$774K +$10.2K +71 +1%
AF
778
Apexium Financial
Texas
$771K +$742K +5,153 New
BIA
779
Benchmark Investment Advisors
Illinois
$770K +$3.31K +23 +0.4%
VAS
780
Vestmark Advisory Solutions
Massachusetts
$762K -$2.76M -19,187 -79%
PWMG
781
Pinnacle Wealth Management Group
Michigan
$759K -$1.48M -10,285 -67%
SHFP
782
Second Half Financial Partners
Florida
$758K -$30.5K -212 -4%
IW
783
Imprint Wealth
South Carolina
$757K
Kovitz Investment Group Partners
784
Kovitz Investment Group Partners
Illinois
$754K
WS
785
Wedbush Securities
California
$753K +$134K +932 +23%
EPWM
786
Essex Private Wealth Management
Massachusetts
$751K
AF
787
Ally Financial
Michigan
$748K +$720K +5,000 New
GCM
788
Glaxis Capital Management
Florida
$748K +$720K +5,000 New
ZIM
789
Zacks Investment Management
Illinois
$744K +$397K +2,754 +124%
WCF
790
West Coast Financial
California
$742K +$714K +4,960 New
AWM
791
Aprio Wealth Management
Georgia
$742K -$23.3K -162 -3%
YIH
792
Y-Intercept (HK)
Hong Kong
$738K +$710K +4,932 New
FHC
793
First Heartland Consultants
Missouri
$733K +$44.7K +310 +7%
PWP
794
Principle Wealth Partners
Connecticut
$731K
SW
795
SteelPeak Wealth
California
$731K +$207K +1,436 +42%
SSB
796
Sandy Spring Bank
Maryland
$727K -$14.5K -101 -2%
BCMLT
797
Beacon Capital Management LLC (Tennessee)
Tennessee
$725K +$70.2K +487 +11%
MPIA
798
Mountain Pacific Investment Advisers
Idaho
$723K +$53.6K +372 +8%
ECM
799
EagleClaw Capital Management
Massachusetts
$718K +$1.44K +10 +0.2%
MWP
800
MYCIO Wealth Partners
Pennsylvania
$717K +$2.45K +17 +0.4%

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.