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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
IA
926
Insight Advisors
Pennsylvania
$430K +$414K +2,871 New
RWP
927
RWA Wealth Partners
Massachusetts
$429K +$170K +1,177 +70%
SWM
928
Segment Wealth Management
Texas
$426K
AWM
929
Accurate Wealth Management
Florida
$425K +$29.4K +204 +8%
AA
930
Advisory Alpha
Michigan
$423K -$39.2K -272 -9%
SWA
931
SFMG Wealth Advisors
Texas
$422K +$38.9K +270 +11%
SIAP
932
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$419K +$403K +2,800 New
HA
933
HC Advisors
Georgia
$419K +$864 +6 +0.2%
KIA
934
Kraematon Investment Advisors
Massachusetts
$415K -$30.1K -209 -7%
RBC
935
Romano Brothers & Co
Illinois
$415K -$28.5K -198 -7%
MWM
936
Merriman Wealth Management
Washington
$413K -$49.4K -343 -11%
PVAMC
937
PPS&V Asset Management Consultants
Michigan
$413K +$155K +1,077 +39%
LAS
938
LWM Advisory Services
Florida
$412K -$387K -2,686 -49%
NB
939
Northwest Bancshares
Pennsylvania
$408K
GBT
940
Grove Bank & Trust
Florida
$408K +$393K +2,725 New
HCM
941
Hengehold Capital Management
Ohio
$406K +$1.01K +7 +0.3%
MWA
942
Meridian Wealth Advisors
Texas
$405K
FCMT
943
Founders Capital Management (Texas)
Texas
$401K +$288 +2 +0.1%
WPC
944
Wedmont Private Capital
Pennsylvania
$400K +$79.4K +551 +27%
Vontobel Holding
945
Vontobel Holding
Switzerland
$400K +$385K +2,670 New
RWA
946
Ropes Wealth Advisors
Massachusetts
$396K +$13.5K +94 +4%
CICI
947
Capital Investment Counsel Inc
North Carolina
$395K -$10.4K -72 -3%
DWP
948
Daymark Wealth Partners
Ohio
$394K +$380K +2,636 New
RRWA
949
Rainey & Randall Wealth Advisors
Florida
$394K +$1.44K +10 +0.4%
W
950
WPWealth
Texas
$394K +$379K +2,630 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.