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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
SFG
1001
Socha Financial Group
New York
$337K +$324K +2,251 New
HA
1002
Herold Advisors
New York
$336K +$323K +2,245 New
DSN
1003
D. Scott Neal
Kentucky
$336K -$22K -153 -6%
CFG
1004
Citizens Financial Group
Rhode Island
$336K +$323K +2,244 New
GWM
1005
Greenwich Wealth Management
Connecticut
$335K
OWA
1006
Octavia Wealth Advisors
Ohio
$328K -$12.2K -85 -4%
PWW
1007
Pettyjohn Wood & White
Virginia
$328K +$112K +775 +55%
EP
1008
Eudaimonia Partners
Tennessee
$326K -$135K -934 -30%
AFIA
1009
America First Investment Advisors
Nebraska
$325K +$4.9K +34 +2%
PM
1010
Penbrook Management
New York
$325K
WA
1011
Wealth Alliance
New York
$325K +$1.15K +8 +0.4%
GGS
1012
Galvin Gaustad & Stein
Arizona
$325K +$313K +2,170 New
BFA
1013
Beaumont Financial Advisors
Massachusetts
$324K -$19.3K -134 -6%
PCMC
1014
Private Capital Management (Colorado)
Colorado
$324K
SWM
1015
Silverlake Wealth Management
Vermont
$323K +$7.06K +49 +2%
RMCM
1016
Reynders McVeigh Capital Management
Massachusetts
$319K +$307K +2,130 New
PWM
1017
Prosperity Wealth Management
California
$319K -$229K -1,589 -43%
Fisher Asset Management
1018
Fisher Asset Management
Washington
$317K +$305K +2,117 New
CFD
1019
Creative Financial Designs
Indiana
$315K +$13.4K +93 +5%
FCB
1020
First Command Bank
Texas
$315K -$340K -2,358 -53%
FCFS
1021
First Command Financial Services
Texas
$315K -$340K -2,358 -53%
SI
1022
Saxon Interests
Texas
$314K +$39.8K +276 +15%
Empower Advisory Group
1023
Empower Advisory Group
Colorado
$313K -$461K -3,200 -60%
LWM
1024
Lodestone Wealth Management
Washington
$312K -$16K -111 -5%
TCM
1025
Triumph Capital Management
Colorado
$310K -$40.8K -283 -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.