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Invesco S&P 500 Equal Weight ETF

1,079 hedge funds and large institutions have $17.8B invested in Invesco S&P 500 Equal Weight ETF in 2022 Q3 according to their latest regulatory filings, with 60 funds opening new positions, 417 increasing their positions, 392 reducing their positions, and 89 closing their positions.

New
Increased
Maintained
Reduced
Closed

7% more capital invested

Capital invested by funds: $16.7B → $17.8B (+$1.15B)

6% more repeat investments, than reductions

Existing positions increased: 417 | Existing positions reduced: 392

0% more funds holding in top 10

Funds holding in top 10: 136136 (0)

0.09% less ownership

Funds ownership: 57.48%57.39% (-0.09%)

4% less funds holding

Funds holding: 1,1201,079 (-41)

33% less first-time investments, than exits

New positions opened: 60 | Existing positions closed: 89

59% less call options, than puts

Call options by funds: $31M | Put options by funds: $75.4M

Holders
1,079
Holders Change
-41
Holders Change %
-3.66%
% of All Funds
18.59%
Holding in Top 10
136
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
2.34%
New
60
Increased
417
Reduced
392
Closed
89
Calls
$31M
Puts
$75.4M
Net Calls
-$44.4M
Net Calls Change
-$6.29M
Name Holding Trade Value Shares
Change
Change in
Stake
WT
976
Washington Trust
Rhode Island
$48K -$23.8K -169 -31%
SCA
977
Stonebridge Capital Advisors
Minnesota
$48K
Kayne Anderson Rudnick Investment Management
978
Kayne Anderson Rudnick Investment Management
California
$46K
CFG
979
Cambridge Financial Group
Ohio
$45.2K +$50.1K +355 New
CWA
980
Clearview Wealth Advisors
Oregon
$44K
AF
981
Arrow Financial
New York
$44K +$48.2K +342 New
GWMI
982
Guardian Wealth Management (Illinois)
Illinois
$43K -$282 -2 -0.6%
JWBC
983
John W. Brooker & Co
California
$41K
QCG
984
Quadrant Capital Group
Ohio
$41K
ODG
985
O'Dell Group
Ohio
$41K +$423 +3 +0.9%
EBA
986
Eagle Bay Advisors
New York
$41K +$45.1K +320 New
HBW
987
Hazlett, Burt & Watson
West Virginia
$40K +$9.17K +65 +26%
IAMOG
988
Investors Asset Management of Georgia
Georgia
$39K
CCM
989
Covington Capital Management
California
$39K +$2.12K +15 +5%
ANBT
990
American National Bank & Trust
Texas
$38K
M1FG
991
Mach-1 Financial Group
Arkansas
$37K
NFSG
992
Newbridge Financial Services Group
Florida
$37K
AW
993
Avion Wealth
Texas
$36K
BCWM
994
Bartlett & Co Wealth Management
Ohio
$35.4K
BC
995
Bartlett & Co
Ohio
$35K
WWM
996
Wolff Wiese Magana
California
$35K
ACA
997
Atlas Capital Advisors
Wyoming
$33.5K
SIC
998
Salem Investment Counselors
North Carolina
$33K +$10K +71 +37%
CWM
999
Castle Wealth Management
Florida
$32K
PP
1000
PrairieView Partners
Minnesota
$32K

RSP Hedge Fund Activity: Q3 2022 in Review

1,079 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Equal Weight ETF (RSP) for Q3 2022, worth a combined $17.8B — up 6.9% from $16.7B a quarter earlier.

Sellers outnumbered buyers: 89 funds closed out of RSP and 60 opened new positions — a net loss of 29 holders — while 392 trimmed existing stakes and 417 added.

The largest buyer was Morgan Stanley, adding an estimated $100M. The largest seller was Goldman Sachs, cutting an estimated $143M.

  • 1,079 institutional investors held Invesco S&P 500 Equal Weight ETF (RSP) as of Q3 2022, down from 1,120 in Q2 2022.
  • Funds reported $17.8B of Invesco S&P 500 Equal Weight ETF stock for Q3 2022, up 6.9% quarter-over-quarter.
  • 60 funds opened new Invesco S&P 500 Equal Weight ETF positions in Q3 2022 and 89 closed out, a net change of -29 holders.
  • The largest Invesco S&P 500 Equal Weight ETF buyer in Q3 2022 was Morgan Stanley, an estimated $100M added.
  • The largest Invesco S&P 500 Equal Weight ETF seller in Q3 2022 was Goldman Sachs, an estimated $143M sold.

Based on aggregated 13F filings for Q3 2022.