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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
CT
976
Cambridge Trust
Massachusetts
$237K +$234K +1,500 New
RA
977
RFG Advisory
Alabama
$236K -$126K -811 -35%
AIM
978
Acropolis Investment Management
Missouri
$235K
ECM
979
Evergreen Capital Management
Washington
$235K
FC
980
Ferris Capital
Massachusetts
$234K
IIC
981
Integrated Investment Consultants
Michigan
$234K
OCM
982
Orser Capital Management
Texas
$232K -$14.8K -95 -6%
BFA
983
Benedict Financial Advisors
Georgia
$231K -$198K -1,270 -46%
RWP
984
Ridgecrest Wealth Partners
California
$231K +$27.9K +179 +14%
KAM
985
Kraft Asset Management
Tennessee
$230K
WA
986
WealthTrust Axiom
Pennsylvania
$229K -$7.8K -50 -3%
AP
987
Adero Partners
California
$227K +$225K +1,440 New
MPCG
988
Matrix Private Capital Group
New York
$223K +$15.7K +101 +8%
C
989
Certuity
Florida
$222K +$624 +4 +0.3%
NCM
990
Nelson Capital Management
California
$221K -$17.2K -110 -7%
TDC
991
Thompson Davis & Co
Virginia
$221K
IFA
992
Index Fund Advisors
California
$221K +$156 +1 +0.1%
KCM
993
Karp Capital Management
California
$220K -$3.47M -22,282 -94%
KM
994
Kalos Management
Georgia
$220K +$468 +3 +0.2%
CWM
995
Congress Wealth Management
Massachusetts
$218K -$83.9K -538 -28%
SCFS
996
S.C. Financial Services
Arizona
$218K -$12K -77 -5%
SFP
997
Sandbox Financial Partners
Maryland
$217K +$156 +1 +0.1%
HG
998
Harbor Group
New Hampshire
$216K -$10.1K -65 -5%
GJIC
999
Gamble Jones Investment Counsel
California
$216K
SWM
1000
Selective Wealth Management
Virginia
$215K -$239K -1,531 -53%

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.