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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
ERWM
76
Elk River Wealth Management
Colorado
$28.4M +$574K +4,105 +2%
Deutsche Bank
77
Deutsche Bank
Germany
$27.9M +$303K +2,166 +1%
BWFA
78
Baltimore-Washington Financial Advisors
Maryland
$27.9M +$4.08M +29,206 +17%
CG
79
Colony Group
Massachusetts
$27.8M +$517K +3,697 +2%
WMG
80
WESCAP Management Group
California
$27.7M -$917K -6,556 -3%
BSG
81
Black Swift Group
Colorado
$27.7M +$9.26M +66,197 +51%
EH
82
Equitable Holdings
New York
$27.6M +$3.56M +25,457 +15%
ML
83
McAdam LLC
Pennsylvania
$27.4M -$1.77M -12,660 -7%
AT
84
Arvest Trust
Oklahoma
$27.4M -$643K -4,599 -2%
CFB
85
Cullen/Frost Bankers
Texas
$26.9M +$165K +1,177 +0.6%
SCM
86
Sebold Capital Management
Illinois
$26.7M +$26.4M +188,783 New
KAS
87
Kestra Advisory Services
Texas
$25.6M +$3.56M +25,478 +16%
EDRH
88
Edmond de Rothschild Holding
Switzerland
$25.6M -$3.08M -21,998 -11%
SFA
89
Sequoia Financial Advisors
Ohio
$25.3M +$1.46M +10,441 +6%
MM
90
Main Management
California
$24.8M -$524K -3,746 -2%
DWMG
91
DB Wealth Management Group
California
$24.7M -$313K -2,238 -1%
SWA
92
Sightline Wealth Advisors
Connecticut
$24M +$1.64M +11,720 +7%
OIA
93
OneDigital Investment Advisors
Kansas
$23.9M -$2.04M -14,620 -8%
DIM
94
Delta Investment Management
California
$23.6M +$20.9M +149,733 +852%
LBC
95
Lowe Brockenbrough & Co
Virginia
$23.6M -$3.75M -26,821 -14%
CIAS
96
Capital Investment Advisory Services
North Carolina
$23.5M +$1.01M +7,241 +5%
PCIA
97
Prime Capital Investment Advisors
Kansas
$23.3M +$2.71M +19,409 +13%
AO
98
Advisor OS
Illinois
$23M +$4.19M +29,928 +22%
DIP
99
Davis Investment Partners
North Carolina
$22.7M +$20.8M +148,649 New
EC
100
Estate Counselors
Wisconsin
$22.5M -$407K -2,910 -2%

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.