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Invesco S&P 500 Equal Weight ETF
RSP

1,192 hedge funds and large institutions have $108B invested in Invesco S&P 500 Equal Weight ETF in 2022 Q4 according to their latest regulatory filings, with 186 funds opening new positions, 466 increasing their positions, 346 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

506% more capital invested

Capital invested by funds: $17.8B → $108B (+$90.2B)

232% more first-time investments, than exits

New positions opened: 186 | Existing positions closed: 56

35% more repeat investments, than reductions

Existing positions increased: 466 | Existing positions reduced: 346

11% more funds holding in top 10

Funds holding in top 10: 136 → 151 (+15)

10% more funds holding

Funds holding: 1,079 → 1,192 (+113)

0.3% more ownership

Funds ownership: 57.39% → 57.69% (+0.3%)

57% less call options, than puts

Call options by funds: $59.5M | Put options by funds: $139M

Holders
1,192
Holders Change
+113
Holders Change %
+10.47%
% of All Funds
19.16%
Holding in Top 10
151
Holding in Top 10 Change
+15
Holding in Top 10 Change %
+11.03%
% of All Funds
2.43%
New
186
Increased
466
Reduced
346
Closed
56
Calls
$59.5M
Puts
$139M
Net Calls
-$79.6M
Net Calls Change
-$35.2M

Top Buyers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
+$325M
2
Morgan Stanley
Morgan Stanley
New York
+$206M
3
US Bancorp
US Bancorp
Minnesota
+$149M
4
JCM
Junto Capital Management
New York
+$115M
5
SFI
SPC Financial Inc
Maryland
+$104M

Top Sellers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
-$548M
2
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
-$108M
3
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
-$71.2M
4
CIAS
CFS Investment Advisory Services
New Jersey
-$53M
5
Brown Advisory
Brown Advisory
Maryland
-$53M
Name Holding Trade Value Shares
Change 		Change in
Stake
FCA
1026
Fortis Capital Advisors
Kansas
$212K +$210K +1,500 New
TFA
1027
Triad Financial Advisors
North Carolina
$212K +$210K +1,500 New
AIM
1028
Acropolis Investment Management
Missouri
$211K – – –
ECM
1029
Evergreen Capital Management
Washington
$210K +$208K +1,489 New
WWM
1030
Windsor Wealth Management
Indiana
$209K +$201K +1,439 New
IIC
1031
Integrated Investment Consultants
Michigan
$209K +$207K +1,479 New
RIP
1032
RAM Investment Partners
Washington
$207K +$205K +1,465 New
HIP
1033
HUB Investment Partners
Texas
$205K +$203K +1,453 New
BFO
1034
Boston Family Office
Massachusetts
$205K +$203K +1,449 New
BWP
1035
Bernardo Wealth Planning
Pennsylvania
$205K +$203K +1,450 New
CA
1036
Cresta Advisors
Texas
$205K +$203K +1,449 New
RPC
1037
Rossmore Private Capital
Connecticut
$204K +$202K +1,445 New
AP
1038
Adero Partners
California
$203K +$201K +1,440 New
WIC
1039
Woodmont Investment Counsel
Tennessee
$203K +$201K +1,440 New
PCMC
1040
Paragon Capital Management (Colorado)
Colorado
$203K +$201K +1,437 New
UCIG
1041
Ulrich Consultants & Investment Group
New Mexico
$202K +$200K +1,430 New
KAM
1042
Kraft Asset Management
Tennessee
$201K +$199K +1,422 New
C
1043
Certuity
Florida
$200K +$198K +1,418 New
BWM
1044
Baystate Wealth Management
Massachusetts
$200K +$186K +1,332 +1,549%
JAWM
1045
J. Arnold Wealth Management
Ohio
$199K +$197K +1,407 New
APW
1046
Acima Private Wealth
Virginia
$194K – – –
MSCM
1047
McElhenny Sheffield Capital Management
Texas
$192K +$190K +1,359 New
SFA
1048
Semmax Financial Advisors
North Carolina
$182K – – –
TCOV
1049
Trust Company of Vermont
Vermont
$180K -$130K -930 -42%
HNWAG
1050
High Net Worth Advisory Group
Florida
$173K – – –
40 41
42
43 44

RSP Hedge Fund Activity: Q4 2022 in Review

1,192 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Equal Weight ETF (RSP) for Q4 2022, worth a combined $108B — up 506% from $17.8B a quarter earlier.

Buyers outnumbered sellers: 186 funds opened new RSP positions and 56 closed out — a net gain of 130 holders — while 466 added to existing stakes and 346 trimmed.

The largest buyer was Bank of America, adding an estimated $325M. The largest seller was JP Morgan Chase, cutting an estimated $548M.

  • 1,192 institutional investors held Invesco S&P 500 Equal Weight ETF (RSP) as of Q4 2022, up from 1,079 in Q3 2022.
  • Funds reported $108B of Invesco S&P 500 Equal Weight ETF stock for Q4 2022, up 506% quarter-over-quarter.
  • 186 funds opened new Invesco S&P 500 Equal Weight ETF positions in Q4 2022 and 56 closed out, a net change of +130 holders.
  • The largest Invesco S&P 500 Equal Weight ETF buyer in Q4 2022 was Bank of America, an estimated $325M added.
  • The largest Invesco S&P 500 Equal Weight ETF seller in Q4 2022 was JP Morgan Chase, an estimated $548M sold.

Based on aggregated 13F filings for Q4 2022.