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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
NAS
826
NWF Advisory Services
California
$647K
PFGIA
827
Patriot Financial Group Insurance Agency
Massachusetts
$646K +$397K +2,757 +177%
TCA
828
Transcend Capital Advisors
New Jersey
$645K +$189K +1,310 +44%
BOPW
829
Brandywine Oak Private Wealth
Pennsylvania
$645K +$288 +2 +0%
CMANY
830
Capital Management Associates (New York)
New York
$643K -$576K -4,000 -48%
CAMG
831
CWA Asset Management Group
Florida
$638K -$6.19K -43 -1%
XF
832
XML Financial
Maryland
$637K -$203K -1,411 -25%
SFP
833
Sandbox Financial Partners
Maryland
$637K +$227K +1,573 +59%
AL
834
ACAS LLC
California
$636K -$5.76K -40 -0.9%
PWA
835
Peterson Wealth Advisors
Utah
$630K +$2.74K +19 +0.5%
MWM
836
MorganRosel Wealth Management
Colorado
$630K
PI
837
Parkside Investments
Illinois
$625K +$602K +4,180 New
WA
838
Wealth Architects
California
$612K +$288 +2 +0%
CPA
839
Cardiff Park Advisors
California
$611K +$1.15K +8 +0.2%
TW
840
TrinityPoint Wealth
Connecticut
$611K -$144 -1 -0%
BCM
841
Basso Capital Management
Connecticut
$611K +$20.6K +143 +4%
BDF
842
Black Diamond Financial
Maryland
$610K
RWA
843
Rainsberger Wealth Advisors
Colorado
$610K -$10.7K -74 -2%
Bessemer Group
844
Bessemer Group
New Jersey
$609K +$177K +1,228 +43%
RFA
845
Resurgent Financial Advisors
Georgia
$603K -$14.4K -100 -2%
SSW
846
Smith Shellnut Wilson
Mississippi
$602K
WWP
847
WR Wealth Planners
Missouri
$601K +$132K +914 +29%
HS
848
Horan Securities
United States
$601K +$33.3K +231 +6%
LSA
849
Lion Street Advisors
Texas
$600K -$355K -2,467 -39%
AAM
850
Austin Asset Management
Texas
$599K

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.