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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
PWM
901
Paulson Wealth Management
Illinois
$475K -$9.94K -69 -2%
LWM
902
LJI Wealth Management
Indiana
$475K +$33.1M +229,500 +7,237%
WA
903
WealthTrust Axiom
Pennsylvania
$474K -$14.3K -99 -3%
MFG
904
Monte Financial Group
Connecticut
$474K +$199K +1,383 +78%
MFA
905
Mayflower Financial Advisors
Massachusetts
$468K -$384K -2,668 -46%
CP
906
Castleview Partners
Texas
$465K -$10.2K -71 -2%
KSWA
907
Kathleen S. Wright Associates
Pennsylvania
$463K -$52.1K -362 -10%
CFO
908
Capitol Family Office
Oregon
$463K +$446K +3,093 New
LSPW
909
Lake Street Private Wealth
Illinois
$462K -$64.4K -447 -13%
FP
910
Fiduciary Planning
Florida
$460K -$10.1K -70 -2%
MSWM
911
McGlone Suttner Wealth Management
Wisconsin
$457K +$864 +6 +0.2%
RFA
912
Register Financial Advisors
Georgia
$455K -$2.31K -16 -0.5%
VWM
913
Venturi Wealth Management
Texas
$455K +$432K +3,000 +7,500%
IP
914
Investment Partners
Ohio
$453K
WDG
915
Wealth Dimensions Group
Ohio
$450K +$576 +4 +0.1%
DCM
916
Donaldson Capital Management
Indiana
$449K -$10.7K -74 -2%
MIM
917
Merrion Investment Management
New Jersey
$449K
MMH
918
Menora Mivtachim Holdings
Israel
$449K +$432K +3,000 New
RZH
919
Relyea Zuckerberg Hanson
Connecticut
$447K +$1.87K +13 +0.4%
JWM
920
JGP Wealth Management
Oregon
$447K +$162K +1,128 +61%
X
921
Xponance
Pennsylvania
$446K +$52.3K +363 +14%
CIAS
922
CFS Investment Advisory Services
New Jersey
$446K
PAG
923
Private Advisory Group
Washington
$440K -$7.18M -49,865 -94%
SG
924
StoneX Group
New York
$436K +$78.1K +542 +23%
FFA
925
Fragasso Financial Advisors
Pennsylvania
$433K +$1.15K +8 +0.3%

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.