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Invesco S&P 500 Equal Weight ETF

1,175 hedge funds and large institutions have $20.1B invested in Invesco S&P 500 Equal Weight ETF in 2022 Q1 according to their latest regulatory filings, with 119 funds opening new positions, 481 increasing their positions, 373 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed

63% more first-time investments, than exits

New positions opened: 119 | Existing positions closed: 73

29% more repeat investments, than reductions

Existing positions increased: 481 | Existing positions reduced: 373

10% more funds holding in top 10

Funds holding in top 10: 135148 (+13)

6% more capital invested

Capital invested by funds: $19B → $20.1B (+$1.06B)

2% more funds holding

Funds holding: 1,1481,175 (+27)

1.52% less ownership

Funds ownership: 60.89%59.37% (-1.5%)

49% less call options, than puts

Call options by funds: $64.5M | Put options by funds: $127M

Holders
1,175
Holders Change
+27
Holders Change %
+2.35%
% of All Funds
18.53%
Holding in Top 10
148
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+9.63%
% of All Funds
2.33%
New
119
Increased
481
Reduced
373
Closed
73
Calls
$64.5M
Puts
$127M
Net Calls
-$62.6M
Net Calls Change
+$64.1M
Name Holding Trade Value Shares
Change
Change in
Stake
CA
876
Crewe Advisors
Utah
$355K +$351K +2,251 New
TFCP
877
Twin Focus Capital Partners
Massachusetts
$352K +$6.71K +43 +2%
CWG
878
Crown Wealth Group
North Carolina
$352K +$99.8K +640 +40%
KCFA
879
Key Client Fiduciary Advisors
New Jersey
$351K +$88.4K +567 +34%
PCMC
880
Private Capital Management (Colorado)
Colorado
$348K +$12.6K +81 +4%
AUB
881
Atlantic Union Bankshares
Virginia
$344K +$27.3K +175 +9%
LWA
882
Lenox Wealth Advisors
New York
$343K +$3.27K +21 +1%
SWA
883
Stratos Wealth Advisors
Ohio
$342K -$114K -730 -25%
RWA
884
Ropes Wealth Advisors
Massachusetts
$339K
TCOV
885
Trust Company of Vermont
Vermont
$339K
EA
886
Eudaimonia Advisors
Tennessee
$337K -$6.68M -42,853 -95%
SB
887
Simmons Bank
Arkansas
$333K -$156K -1,000 -32%
KIG
888
Kowal Investment Group
Wisconsin
$332K +$328K +2,105 New
DOA
889
D'Orazio & Associates
Virginia
$330K
KCM
890
Kanawha Capital Management
Virginia
$329K -$24.3K -156 -7%
AWAG
891
ARS Wealth Advisors Group
Florida
$325K +$321K +2,060 New
CA
892
Carson Advisory
Georgia
$322K +$7.64K +49 +2%
MA
893
Mutual Advisors
Nebraska
$322K +$48.3K +310 +18%
WSTAM
894
Wilbanks Smith & Thomas Asset Management
Virginia
$321K -$9.98K -64 -3%
GWM
895
Greenwich Wealth Management
Connecticut
$321K -$3.9K -25 -1%
CMS
896
Capital Market Strategies
Florida
$321K
LFA
897
Legend Financial Advisors
Pennsylvania
$320K -$936 -6 -0.3%
MCM
898
Mitchell Capital Management
Kansas
$319K
BSW
899
Buckingham Strategic Wealth
Missouri
$318K +$38.5K +247 +14%
CBTWT
900
Community Bank & Trust (Waco, Texas)
Texas
$318K +$314K +2,015 New

RSP Hedge Fund Activity: Q1 2022 in Review

1,175 of the 6,341 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Equal Weight ETF (RSP) for Q1 2022, worth a combined $20.1B — up 5.6% from $19B a quarter earlier.

Buyers outnumbered sellers: 119 funds opened new RSP positions and 73 closed out — a net gain of 46 holders — while 481 added to existing stakes and 373 trimmed.

The largest buyer was Truist Financial, adding an estimated $228M. The largest seller was Castleview Partners, cutting an estimated $400M.

  • 1,175 institutional investors held Invesco S&P 500 Equal Weight ETF (RSP) as of Q1 2022, up from 1,148 in Q4 2021.
  • Funds reported $20.1B of Invesco S&P 500 Equal Weight ETF stock for Q1 2022, up 5.6% quarter-over-quarter.
  • 119 funds opened new Invesco S&P 500 Equal Weight ETF positions in Q1 2022 and 73 closed out, a net change of +46 holders.
  • The largest Invesco S&P 500 Equal Weight ETF buyer in Q1 2022 was Truist Financial, an estimated $228M added.
  • The largest Invesco S&P 500 Equal Weight ETF seller in Q1 2022 was Castleview Partners, an estimated $400M sold.

Based on aggregated 13F filings for Q1 2022.