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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
WQ
976
Wealth Quarterback
New Jersey
$366K -$294K -2,038 -45%
RWG
977
Regal Wealth Group
California
$364K -$33.4K -232 -9%
RWA
978
Roberts Wealth Advisors
California
$362K -$2.88K -20 -0.8%
CW
979
Connectus Wealth
Ohio
$362K -$30.4M -210,907 -99%
LWA
980
Lineweaver Wealth Advisors
Ohio
$362K +$348K +2,417 New
ESB
981
Essex Savings Bank
Connecticut
$360K +$14.5K +101 +4%
CAM
982
Covenant Asset Management
New Jersey
$358K +$16.9K +117 +5%
VA
983
Valmark Advisers
Ohio
$358K +$49.6K +344 +17%
BF
984
Brogan Financial
Tennessee
$357K +$19.2K +133 +6%
AGM
985
Alpine Global Management
New York
$356K +$342K +2,376 New
SIA
986
Soltis Investment Advisors
Utah
$355K -$31K -215 -8%
GA
987
Gateway Advisory
New Jersey
$355K -$13.4M -93,311 -98%
FPGT
988
Financial Partners Group (Tennessee)
Tennessee
$355K -$495K -3,438 -59%
UI
989
Unconventional Investor
New Hampshire
$353K +$49K +340 +17%
BWM
990
BlackDiamond Wealth Management
New York
$353K +$329K +2,284 New
PMAM
991
Picton Mahoney Asset Management
Ontario, Canada
$353K
AI
992
Atom Investors
Texas
$352K +$339K +2,350 New
MRI
993
Mad River Investors
Massachusetts
$351K +$327K +2,269 New
BCM
994
Bayesian Capital Management
New York
$349K +$336K +2,332 New
PSF
995
Pacific Sun Financial
California
$348K +$346K +2,405 New
CA
996
Carson Advisory
Georgia
$347K +$1.01K +7 +0.3%
HP
997
HT Partners
Connecticut
$346K
CWM
998
Curi Wealth Management
North Carolina
$346K +$1.44K +10 +0.4%
E
999
ETFidea
New York
$340K +$5.33K +37 +2%
CWG
1000
Crown Wealth Group
North Carolina
$338K +$117K +815 +56%

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.