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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
AP
1026
Appleton Partners
Massachusetts
$201K +$199K +1,276 New
GC
1027
Grimes & Company
Massachusetts
$200K -$12.5K -80 -6%
CAGAS
1028
Capital Advisory Group Advisory Services
Minnesota
$200K +$197K +1,266 New
VCM
1029
Vigilant Capital Management
Maine
$189K
SC
1030
SouthState Corp
Florida
$189K +$69.9K +448 +60%
HCM
1031
Highlander Capital Management
New Jersey
$188K +$15.6K +100 +9%
SFA
1032
Semmax Financial Advisors
North Carolina
$187K
FFWM
1033
Future Financial Wealth Management
Ohio
$186K
CMBA
1034
C.M. Bidwell & Associates
Hawaii
$181K
MIM
1035
Macroview Investment Management
Maryland
$178K +$3.43K +22 +2%
APC
1036
Aspire Private Capital
North Carolina
$173K -$61.1K -392 -26%
KPCM
1037
Kings Point Capital Management
New York
$171K
AA
1038
Addison Advisors
Vermont
$166K +$2.96K +19 +2%
JWA
1039
JFS Wealth Advisors
Pennsylvania
$162K -$42.6K -273 -21%
LPIC
1040
LeJeune Puetz Investment Counsel
Michigan
$157K +$156K +1,000 New
OIA
1041
Optimum Investment Advisors
Illinois
$150K
EL
1042
EMFO LLC
Florida
$145K +$156 +1 +0.1%
DWA
1043
Dougherty Wealth Advisers
Minnesota
$142K -$3.27K -21 -2%
HNWAG
1044
High Net Worth Advisory Group
Florida
$141K +$39K +250 +39%
TSWM
1045
Tyler-Stone Wealth Management
Ohio
$139K
CFG
1046
Claremont Financial Group
California
$139K +$138K +885 New
GFPC
1047
Global Financial Private Client
Florida
$135K
DHGWA
1048
Dixon Hughes Goodman Wealth Advisors
North Carolina
$134K -$184K -1,181 -58%
OC
1049
Oakworth Capital
Alabama
$132K
PA
1050
PSI Advisors
Florida
$132K +$131K +840 New

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.