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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
LA
876
Latitude Advisors
Florida
$529K +$45.7K +317 +10%
CRC
877
Curi RMB Capital
Illinois
$528K -$140K -971 -22%
VCWA
878
Vanguard Capital Wealth Advisors
Colorado
$526K +$507K +3,518 New
IA
879
Inspire Advisors
Idaho
$526K -$9.07K -63 -2%
HAM
880
Hedges Asset Management
Nevada
$524K
CG
881
Cutler Group
California
$520K +$501K +3,480 New
CSIC
882
Clifford Swan Investment Counsel
California
$518K +$720 +5 +0.1%
PAI
883
Pittenger & Anderson Inc
Nebraska
$518K -$74.9K -520 -13%
BSA
884
Braun Stacey Associates
New York
$514K -$495K -3,436 -50%
PBCM
885
Point Break Capital Management
Florida
$509K +$490K +3,400 New
EW
886
Evoke Wealth
California
$507K +$488K +3,388 New
GA
887
GFS Advisors
Texas
$505K -$4.03K -28 -0.8%
Betterment LLC
888
Betterment LLC
New York
$505K +$37.5K +260 +8%
PFA
889
Petra Financial Advisors
Colorado
$503K -$104K -725 -18%
FSC
890
Full Sail Capital
Oklahoma
$500K -$1.5M -10,424 -76%
PPP
891
Private Portfolio Partners
New Jersey
$499K +$98.7K +685 +26%
BSW
892
Buckingham Strategic Wealth
Missouri
$498K +$164K +1,136 +52%
BIA
893
Bigelow Investment Advisors
Maine
$497K
FCB
894
First County Bank
Connecticut
$495K -$19K -132 -4%
SCM
895
Schnieders Capital Management
California
$490K
SFP
896
Sterling Financial Planning
New Jersey
$489K
RWP
897
Reliant Wealth Planning
Kentucky
$486K +$468K +3,251 New
LWCFA
898
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$483K +$465K +3,226 New
MSS
899
Mitchell Sinkler & Starr
Pennsylvania
$480K
T
900
TRUADVICE
Florida
$479K +$456K +3,166 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.