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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
SCM
851
Schnieders Capital Management
California
$462K
WWP
852
WR Wealth Planners
Missouri
$461K +$26.2K +187 +6%
PWM
853
Paulson Wealth Management
Illinois
$458K -$37.6K -269 -8%
FP
854
Fiduciary Planning
Florida
$458K -$2.61M -18,680 -85%
Neuberger Berman Group
855
Neuberger Berman Group
New York
$456K -$4.75K -34 -1%
LA
856
Latitude Advisors
Florida
$454K +$14.4K +103 +3%
EP
857
Eudaimonia Partners
Tennessee
$454K +$25.2K +180 +6%
CWM
858
Catalyst Wealth Management
Georgia
$453K +$448K +3,207 New
LWM
859
LJI Wealth Management
Indiana
$448K +$443K +3,171 New
CICI
860
Capital Investment Counsel Inc
North Carolina
$446K -$17.5K -125 -4%
WCG
861
Weaver Consulting Group
California
$446K -$94.4K -675 -18%
GA
862
GFS Advisors
Texas
$444K +$6.71K +48 +2%
KBFS
863
Kohmann Bosshard Financial Services
Ohio
$442K
MWM
864
Merriman Wealth Management
Washington
$439K -$26.7K -191 -6%
CC
865
Commons Capital
Massachusetts
$434K
DCM
866
Donaldson Capital Management
Indiana
$433K -$140K -1,000 -25%
RFA
867
Register Financial Advisors
Georgia
$431K +$426K +3,048 New
MSWM
868
McGlone Suttner Wealth Management
Wisconsin
$430K +$426K +3,045 New
BFA
869
Brendel Financial Advisors
New Hampshire
$425K
MIM
870
Merrion Investment Management
New Jersey
$424K
WDG
871
Wealth Dimensions Group
Ohio
$423K -$13.8K -99 -3%
AA
872
Advisory Alpha
Michigan
$423K +$130K +929 +45%
RIG
873
RiverFront Investment Group
Virginia
$421K +$417K +2,982 New
CIAS
874
CFS Investment Advisory Services
New Jersey
$421K -$53M -379,040 -99%
SWP
875
Strategic Wealth Partners
Ohio
$421K -$12.4M -88,420 -97%

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.