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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
AFG
851
Allegheny Financial Group
Pennsylvania
$598K -$139K -963 -19%
MWA
852
Monograph Wealth Advisors
California
$597K
RWRC
853
R.W. Roge & Company
New York
$589K -$24.9K -173 -4%
KBFS
854
Kohmann Bosshard Financial Services
Ohio
$583K +$432 +3 +0.1%
TI
855
Tidal Investments
Wisconsin
$578K -$11.5K -80 -2%
KCFA
856
Key Client Fiduciary Advisors
New Jersey
$578K +$48.4K +336 +10%
AWM
857
Avaii Wealth Management
Wisconsin
$578K +$556K +3,860 New
WB
858
West Bancorporation
Iowa
$575K
WMP
859
Wealth Management Partners
Arizona
$575K -$36.7K -255 -6%
SFO
860
Stokes Family Office
Louisiana
$573K
CAM
861
Cubic Asset Management
Massachusetts
$570K +$64.8K +450 +13%
KNW
862
Kesler Norman & Wride
Utah
$569K
SAM
863
Selway Asset Management
$567K
PP
864
Pegasus Partners
Wisconsin
$565K +$576 +4 +0.1%
BTWM
865
Baker Tilly Wealth Management
Wisconsin
$554K
GAG
866
GM Advisory Group
New York
$553K
WCG
867
Weaver Consulting Group
California
$548K +$70.2K +487 +15%
WOC
868
West Oak Capital
California
$547K
MCM
869
Morton Capital Management
California
$547K
FAM
870
Flaharty Asset Management
Florida
$542K +$34K +236 +7%
SFG
871
StrategIQ Financial Group
Indiana
$536K
FB
872
Fulton Bank
Pennsylvania
$536K -$160K -1,114 -24%
HWM
873
Horizons Wealth Management
North Carolina
$534K
MFGP
874
Marshall Financial Group (Pennsylvania)
Pennsylvania
$532K +$2.31K +16 +0.5%
PFG
875
Prosperity Financial Group
California
$530K +$510K +3,541 New

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.