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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
HCM
876
Hengehold Capital Management
Ohio
$419K +$12K +86 +3%
Betterment LLC
877
Betterment LLC
New York
$416K +$24.9K +178 +6%
RA
878
RFG Advisory
Alabama
$415K -$32.3K -231 -8%
PVAMC
879
PPS&V Asset Management Consultants
Michigan
$409K +$405K +2,897 New
CAM
880
Cubic Asset Management
Massachusetts
$404K -$839 -6 -0.2%
X
881
Xponance
Pennsylvania
$402K +$178K +1,273 +81%
SWM
882
Segment Wealth Management
Texas
$402K
TCM
883
Triumph Capital Management
Colorado
$401K -$1.87M -13,407 -83%
CCG
884
Coastwise Capital Group
California
$399K +$395K +2,823 New
FFA
885
Fragasso Financial Advisors
Pennsylvania
$397K
SSWM
886
Smith Salley Wealth Management
North Carolina
$396K +$392K +2,803 New
HA
887
HC Advisors
Georgia
$394K +$21.7K +155 +6%
ECM
888
EagleClaw Capital Management
Massachusetts
$393K +$8.39K +60 +2%
RBC
889
Romano Brothers & Co
Illinois
$391K +$140 +1 +0%
FNBOSM
890
First National Bank of South Miami
Florida
$385K
AFS
891
AFG Fiduciary Services
Massachusetts
$385K +$686K +4,909 New
BTI
892
Blue Trust Inc
Georgia
$383K +$1.12K +8 +0.3%
MWA
893
Meridian Wealth Advisors
Texas
$382K +$127K +907 +50%
EWM
894
Evercore Wealth Management
New York
$381K
RWG
895
Regal Wealth Group
California
$380K -$3.64K -26 -1%
AWM
896
Avior Wealth Management
Nebraska
$377K +$150K +1,075 +67%
FCMT
897
Founders Capital Management (Texas)
Texas
$377K +$280 +2 +0.1%
HS
898
Horan Securities
United States
$375K
NCM
899
Novare Capital Management
North Carolina
$373K +$369K +2,641 New
VWA
900
Visionary Wealth Advisors
Illinois
$371K +$2.1K +15 +0.6%

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.