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Invesco S&P 500 Equal Weight ETF

1,175 hedge funds and large institutions have $20.1B invested in Invesco S&P 500 Equal Weight ETF in 2022 Q1 according to their latest regulatory filings, with 119 funds opening new positions, 481 increasing their positions, 373 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed

63% more first-time investments, than exits

New positions opened: 119 | Existing positions closed: 73

29% more repeat investments, than reductions

Existing positions increased: 481 | Existing positions reduced: 373

10% more funds holding in top 10

Funds holding in top 10: 135148 (+13)

6% more capital invested

Capital invested by funds: $19B → $20.1B (+$1.06B)

2% more funds holding

Funds holding: 1,1481,175 (+27)

1.52% less ownership

Funds ownership: 60.89%59.37% (-1.5%)

49% less call options, than puts

Call options by funds: $64.5M | Put options by funds: $127M

Holders
1,175
Holders Change
+27
Holders Change %
+2.35%
% of All Funds
18.53%
Holding in Top 10
148
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+9.63%
% of All Funds
2.33%
New
119
Increased
481
Reduced
373
Closed
73
Calls
$64.5M
Puts
$127M
Net Calls
-$62.6M
Net Calls Change
+$64.1M
Name Holding Trade Value Shares
Change
Change in
Stake
SW
801
SteelPeak Wealth
California
$528K
MFG
802
Monte Financial Group
Connecticut
$526K +$51.6K +331 +11%
SWM
803
Stockman Wealth Management
Montana
$525K -$135K -869 -21%
Neuberger Berman Group
804
Neuberger Berman Group
New York
$522K -$622K -3,992 -55%
SCM
805
Schnieders Capital Management
California
$516K
HIP
806
Harrell Investment Partners
Texas
$499K -$29.2K -187 -6%
WWP
807
WR Wealth Planners
Missouri
$498K +$492K +3,158 New
GWA
808
GGM Wealth Advisors
Maryland
$496K +$276K +1,772 +128%
TW
809
TrinityPoint Wealth
Connecticut
$495K -$27.6K -177 -5%
KBFS
810
Kohmann Bosshard Financial Services
Ohio
$494K
W
811
WorthPointe
California
$493K -$11.7K -75 -2%
FCMT
812
Founders Capital Management (Texas)
Texas
$490K
RIA
813
Regal Investment Advisors
Michigan
$489K -$178K -1,141 -27%
KIA
814
Kraematon Investment Advisors
Massachusetts
$489K +$36.2K +232 +8%
WDG
815
Wealth Dimensions Group
Ohio
$487K +$624 +4 +0.1%
CAM
816
Cubic Asset Management
Massachusetts
$487K +$93.6K +600 +24%
CC
817
Commons Capital
Massachusetts
$484K
CBFP
818
Cedar Brook Financial Partners
Ohio
$481K +$163K +1,047 +52%
BFA
819
Brendel Financial Advisors
New Hampshire
$475K
MIM
820
Merrion Investment Management
New Jersey
$473K
TCA
821
Transcend Capital Advisors
New Jersey
$462K -$221K -1,420 -33%
GCA
822
Greenwood Capital Associates
South Carolina
$462K +$457K +2,929 New
E
823
ETFidea
New York
$455K -$11.8K -76 -3%
HCM
824
Hengehold Capital Management
Ohio
$453K +$624 +4 +0.1%
SWM
825
Segment Wealth Management
Texas
$449K

RSP Hedge Fund Activity: Q1 2022 in Review

1,175 of the 6,341 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Equal Weight ETF (RSP) for Q1 2022, worth a combined $20.1B — up 5.6% from $19B a quarter earlier.

Buyers outnumbered sellers: 119 funds opened new RSP positions and 73 closed out — a net gain of 46 holders — while 481 added to existing stakes and 373 trimmed.

The largest buyer was Truist Financial, adding an estimated $228M. The largest seller was Castleview Partners, cutting an estimated $400M.

  • 1,175 institutional investors held Invesco S&P 500 Equal Weight ETF (RSP) as of Q1 2022, up from 1,148 in Q4 2021.
  • Funds reported $20.1B of Invesco S&P 500 Equal Weight ETF stock for Q1 2022, up 5.6% quarter-over-quarter.
  • 119 funds opened new Invesco S&P 500 Equal Weight ETF positions in Q1 2022 and 73 closed out, a net change of +46 holders.
  • The largest Invesco S&P 500 Equal Weight ETF buyer in Q1 2022 was Truist Financial, an estimated $228M added.
  • The largest Invesco S&P 500 Equal Weight ETF seller in Q1 2022 was Castleview Partners, an estimated $400M sold.

Based on aggregated 13F filings for Q1 2022.