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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
RRWA
901
Rainey & Randall Wealth Advisors
Florida
$369K +$1.26K +9 +0.3%
NEAM
902
New England Asset Management
Connecticut
$367K
BFA
903
Beaumont Financial Advisors
Massachusetts
$367K -$474K -3,392 -57%
EWA
904
EverSource Wealth Advisors
Alabama
$365K +$335K +2,396 +1,254%
SWA
905
SFMG Wealth Advisors
Texas
$365K -$62K -443 -15%
SPI
906
Santori & Peters Inc
Pennsylvania
$365K -$183K -1,308 -34%
HIP
907
Harrell Investment Partners
Texas
$362K +$8.53K +61 +2%
RSWM
908
Robertson Stephens Wealth Management
California
$362K -$95.8K -685 -21%
SL
909
Stevard LLC
Illinois
$361K +$17.5K +125 +3%
CAI
910
Capital Advisors Inc
Oklahoma
$360K +$7.27K +52 +2%
MSS
911
Mitchell Sinkler & Starr
Pennsylvania
$359K -$7.69K -55 -2%
PWM
912
Prosperity Wealth Management
California
$359K +$355K +2,539 New
TSS
913
Two Sigma Securities
New York
$357K +$353K +2,525 New
SBIA
914
Sheaff Brock Investment Advisors
Indiana
$356K
PWA
915
Pillar Wealth Advisors
Pennsylvania
$349K
NW
916
NewEdge Wealth
Pennsylvania
$348K +$344K +2,463 New
RWA
917
Roberts Wealth Advisors
California
$344K
GTAM
918
Global Trust Asset Management
Florida
$342K -$35.5K -254 -9%
PCA
919
Personal Capital Advisors
California
$340K +$7.41K +53 +2%
PSF
920
Pacific Sun Financial
California
$340K
DSN
921
D. Scott Neal
Kentucky
$339K
JF
922
JSF Financial
California
$337K
ACM
923
AlphaStar Capital Management
North Carolina
$337K +$3.75M +26,808 New
CC
924
Cadinha & Co
Hawaii
$336K -$122K -871 -27%
CWM
925
Curi Wealth Management
North Carolina
$336K -$31.7K -227 -9%

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.