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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
MML Investors Services
76
MML Investors Services
Massachusetts
$39.1M -$9.43M -65,433 -20%
Mariner
77
Mariner
Kansas
$39.1M -$5.33M -37,026 -12%
VVP
78
Venture Visionary Partners
Ohio
$38.6M +$617K +4,286 +2%
TPWA
79
TRUE Private Wealth Advisors
Oregon
$38.4M +$3.85M +26,705 +12%
MA
80
MJP Associates
Connecticut
$38.1M -$43.4M -301,016 -54%
KWM
81
Kaydan Wealth Management
Michigan
$33.8M +$29.4M +203,808 +927%
Bank of Montreal
82
Bank of Montreal
Ontario, Canada
$32.3M +$10.4M +72,495 +51%
ML
83
McAdam LLC
Pennsylvania
$31.6M +$1.3M +9,027 +4%
HCA
84
Heck Capital Advisors
Wisconsin
$31.5M -$5.35M -37,111 -15%
VC
85
Vicus Capital
Pennsylvania
$31.3M -$1.1M -7,647 -4%
ERWM
86
Elk River Wealth Management
Colorado
$30.7M -$560K -3,890 -2%
KHLMVGHM
87
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet
Israel
$30.2M +$18.3M +126,886 +166%
EH
88
Equitable Holdings
New York
$30.2M +$3.8M +26,369 +15%
WMG
89
WESCAP Management Group
California
$29.5M -$406K -2,817 -1%
AT
90
Arvest Trust
Oklahoma
$28.8M -$813K -5,644 -3%
CG
91
Colony Group
Massachusetts
$28.6M -$705K -4,896 -3%
Creative Planning
92
Creative Planning
Kansas
$27.1M -$2.8M -19,456 -10%
DWMG
93
DB Wealth Management Group
California
$26.4M -$110K -761 -0.4%
ICG
94
InterOcean Capital Group
Tennessee
$25.8M +$722K +5,009 +3%
SWA
95
Sightline Wealth Advisors
Connecticut
$25.8M +$651K +4,517 +3%
CIAS
96
Capital Investment Advisory Services
North Carolina
$25.7M +$1.09M +7,581 +5%
RCMU
97
Rokos Capital Management (UK)
United Kingdom
$25.4M +$24.6M +170,497 New
NA
98
NewEdge Advisors
Louisiana
$25.3M -$2.79M -19,378 -10%
MM
99
Main Management
California
$25.3M +$93.6K +650 +0.4%
SCM
100
Sebold Capital Management
Illinois
$24.8M -$3.16M -21,926 -12%

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.