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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
WB
801
West Bancorporation
Iowa
$556K +$32.2K +230 +6%
BCM
802
Basso Capital Management
Connecticut
$556K +$551K +3,939 New
NF
803
Nvest Financial
New Hampshire
$556K +$1.82K +13 +0.3%
LSA
804
Lion Street Advisors
Texas
$548K -$74.3K -531 -13%
MA
805
Mutual Advisors
Nebraska
$545K +$198K +1,413 +58%
EHC
806
Everett Harris & Co
California
$542K
TC
807
Trilogy Capital
California
$542K -$93.3K -667 -15%
SFO
808
Stokes Family Office
Louisiana
$541K
KNW
809
Kesler Norman & Wride
Utah
$537K
TW
810
TrinityPoint Wealth
Connecticut
$535K +$105K +753 +25%
SAM
811
Selway Asset Management
$535K +$68.2K +488 +15%
PP
812
Pegasus Partners
Wisconsin
$532K
WA
813
Wealth Architects
California
$528K
BTWM
814
Baker Tilly Wealth Management
Wisconsin
$523K +$28K +200 +6%
GAG
815
GM Advisory Group
New York
$522K
CIBC Private Wealth Group
816
CIBC Private Wealth Group
Georgia
$519K
MCM
817
Morton Capital Management
California
$516K
HWMA
818
Heritage Wealth Management (Arizona)
Arizona
$515K +$249K +1,778 +95%
CA
819
Crewe Advisors
Utah
$514K -$50.3K -360 -9%
WS
820
Wedbush Securities
California
$513K +$36.8K +263 +8%
WEG
821
World Equity Group
Illinois
$511K -$264K -1,888 -34%
TCWA
822
Ten Capital Wealth Advisors
Washington
$510K
AAM
823
Austin Asset Management
Texas
$509K
MC
824
Montag & Caldwell
Georgia
$509K
SFG
825
StrategIQ Financial Group
Indiana
$506K

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.