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Invesco S&P 500 Equal Weight ETF

1,175 hedge funds and large institutions have $20.1B invested in Invesco S&P 500 Equal Weight ETF in 2022 Q1 according to their latest regulatory filings, with 119 funds opening new positions, 481 increasing their positions, 373 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed

63% more first-time investments, than exits

New positions opened: 119 | Existing positions closed: 73

29% more repeat investments, than reductions

Existing positions increased: 481 | Existing positions reduced: 373

10% more funds holding in top 10

Funds holding in top 10: 135148 (+13)

6% more capital invested

Capital invested by funds: $19B → $20.1B (+$1.06B)

2% more funds holding

Funds holding: 1,1481,175 (+27)

1.52% less ownership

Funds ownership: 60.89%59.37% (-1.5%)

49% less call options, than puts

Call options by funds: $64.5M | Put options by funds: $127M

Holders
1,175
Holders Change
+27
Holders Change %
+2.35%
% of All Funds
18.53%
Holding in Top 10
148
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+9.63%
% of All Funds
2.33%
New
119
Increased
481
Reduced
373
Closed
73
Calls
$64.5M
Puts
$127M
Net Calls
-$62.6M
Net Calls Change
+$64.1M
Name Holding Trade Value Shares
Change
Change in
Stake
GIA
76
Gladstone Institutional Advisory
Florida
$35.4M +$29.7M +190,536 +566%
DCM
77
Davidson Capital Management
Texas
$34M +$33.6M +215,571 New
Creative Planning
78
Creative Planning
Kansas
$33.5M +$56.4K +362 +0.2%
VVP
79
Venture Visionary Partners
Ohio
$33M +$225K +1,441 +0.7%
STA
80
Summit Trail Advisors
New York
$32.4M +$9.83M +63,034 +44%
WMG
81
WESCAP Management Group
California
$32M +$480K +3,080 +2%
EC
82
Estate Counselors
Wisconsin
$31.5M -$19.4M -124,565 -38%
Mariner
83
Mariner
Kansas
$30.8M +$3.37M +21,606 +12%
CG
84
Colony Group
Massachusetts
$30.2M +$30.1K +193 +0.1%
OIA
85
OneDigital Investment Advisors
Kansas
$30.1M -$1.06M -6,788 -3%
ML
86
McAdam LLC
Pennsylvania
$29.9M +$3.29M +21,088 +13%
ERWM
87
Elk River Wealth Management
Colorado
$29.7M +$2.02M +12,961 +7%
SFA
88
Sequoia Financial Advisors
Ohio
$29.5M -$396K -2,541 -1%
Deutsche Bank
89
Deutsche Bank
Germany
$29.2M +$61.7K +396 +0.2%
KAS
90
Kestra Advisory Services
Texas
$28.8M -$9.72M -62,312 -25%
MM
91
Main Management
California
$28.4M -$43.2K -277 -0.2%
SPC
92
Sigma Planning Corp
Michigan
$28.3M +$8.74M +56,038 +45%
FCFS
93
First Command Financial Services
Texas
$28.2M +$14M +89,849 +101%
FCB
94
First Command Bank
Texas
$28.2M +$27.6M +177,055 +11,379%
AWM
95
AE Wealth Management
Kansas
$28M -$5.35M -34,341 -16%
VC
96
Vicus Capital
Pennsylvania
$28M +$1.3M +8,354 +5%
AWA
97
Amplius Wealth Advisors
Pennsylvania
$27.5M -$5.29M -33,898 -16%
AT
98
Arvest Trust
Oklahoma
$27.4M +$705K +4,519 +3%
CFB
99
Cullen/Frost Bankers
Texas
$27M +$18.2M +116,793 +215%
NWM
100
NEIRG Wealth Management
Massachusetts
$27M -$14.2M -91,141 -35%

RSP Hedge Fund Activity: Q1 2022 in Review

1,175 of the 6,341 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Equal Weight ETF (RSP) for Q1 2022, worth a combined $20.1B — up 5.6% from $19B a quarter earlier.

Buyers outnumbered sellers: 119 funds opened new RSP positions and 73 closed out — a net gain of 46 holders — while 481 added to existing stakes and 373 trimmed.

The largest buyer was Truist Financial, adding an estimated $228M. The largest seller was Castleview Partners, cutting an estimated $400M.

  • 1,175 institutional investors held Invesco S&P 500 Equal Weight ETF (RSP) as of Q1 2022, up from 1,148 in Q4 2021.
  • Funds reported $20.1B of Invesco S&P 500 Equal Weight ETF stock for Q1 2022, up 5.6% quarter-over-quarter.
  • 119 funds opened new Invesco S&P 500 Equal Weight ETF positions in Q1 2022 and 73 closed out, a net change of +46 holders.
  • The largest Invesco S&P 500 Equal Weight ETF buyer in Q1 2022 was Truist Financial, an estimated $228M added.
  • The largest Invesco S&P 500 Equal Weight ETF seller in Q1 2022 was Castleview Partners, an estimated $400M sold.

Based on aggregated 13F filings for Q1 2022.