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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
HWM
826
Horizons Wealth Management
North Carolina
$504K
LWM
827
Laidlaw Wealth Management
New York
$503K +$42.2K +302 +9%
FZCM
828
Flynn Zito Capital Management
New York
$501K +$123K +881 +33%
GC
829
Grimes & Company
Massachusetts
$501K +$496K +3,545 New
LSPW
830
Lake Street Private Wealth
Illinois
$500K
MFGP
831
Marshall Financial Group (Pennsylvania)
Pennsylvania
$497K +$2.1K +15 +0.4%
HAM
832
Hedges Asset Management
Nevada
$494K
KCFA
833
Key Client Fiduciary Advisors
New Jersey
$491K +$20.6K +147 +4%
SC
834
Sepio Capital
Utah
$489K +$280 +2 +0.1%
KSWA
835
Kathleen S. Wright Associates
Pennsylvania
$488K -$314K -2,248 -39%
WOC
836
West Oak Capital
California
$488K -$28K -200 -5%
CSIC
837
Clifford Swan Investment Counsel
California
$488K +$559 +4 +0.1%
MWA
838
Martel Wealth Advisors
Washington
$486K -$1.08M -7,697 -69%
GIA
839
Guyasuta Investment Advisors
Pennsylvania
$486K -$53.3K -381 -10%
BSA
840
Braun Stacey Associates
New York
$485K
KIA
841
Kraematon Investment Advisors
Massachusetts
$483K +$42.9K +307 +10%
DI
842
Disciplined Investments
Oklahoma
$480K -$20.8K -149 -4%
MFG
843
Monte Financial Group
Connecticut
$480K +$2.1K +15 +0.4%
AFO
844
Allie Family Office
Florida
$477K
SOS
845
Silver Oak Securities
Tennessee
$477K -$365K -2,609 -44%
SW
846
SteelPeak Wealth
California
$473K
MHS
847
M Holdings Securities
Oregon
$472K +$468K +3,344 New
BIA
848
Bigelow Investment Advisors
Maine
$470K +$465K +3,324 New
SFP
849
Sterling Financial Planning
New Jersey
$469K +$140 +1 +0%
WOSD
850
WFA of San Diego
California
$465K

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.