We are live on ! Find out more
RSP icon

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
AWAG
1026
ARS Wealth Advisors Group
Florida
$308K
CCM
1027
Coldstream Capital Management
Washington
$306K +$15.1K +105 +5%
AUB
1028
Atlantic Union Bankshares
Virginia
$306K
CWM
1029
Calamos Wealth Management
Illinois
$306K +$295K +2,045 New
CNB
1030
Camden National Bank
Maine
$305K +$293K +2,035 New
CMS
1031
Capital Market Strategies
Florida
$304K +$293K +2,033 New
HIP
1032
Harrell Investment Partners
Texas
$303K +$14.5K +101 +5%
MCM
1033
Mitchell Capital Management
Kansas
$303K
ECM
1034
Evergreen Capital Management
Washington
$301K +$75.2K +522 +35%
ISL
1035
Ingalls & Snyder LLC
New York
$300K
AC
1036
Asio Capital
Kentucky
$299K
CF
1037
Clarity Financial
Texas
$297K -$480K -3,334 -63%
GT
1038
Glenview Trust
Kentucky
$297K -$1.58K -11 -0.6%
FFA
1039
Founders Financial Alliance
North Carolina
$293K +$187K +1,300 +197%
KMC
1040
Kirr Marbach & Co
Indiana
$290K +$279K +1,940 New
FZCM
1041
Flynn Zito Capital Management
New York
$290K -$26.8K -186 -9%
MHWM
1042
Montz Harcus Wealth Management
Louisiana
$289K +$1.3K +9 +0.5%
SWM
1043
Stockman Wealth Management
Montana
$285K -$10.4K -72 -4%
WIA
1044
Westbourne Investment Advisors
Maryland
$285K +$1.15K +8 +0.4%
CB
1045
Commerce Bank
Missouri
$285K
DWM
1046
Destination Wealth Management
California
$284K
FEM
1047
Fulcrum Equity Management
Texas
$281K -$331K -2,296 -55%
AWM
1048
Avior Wealth Management
Nebraska
$280K -$118K -821 -30%
LRWA
1049
Long Run Wealth Advisors
New York
$278K
FWTB
1050
First Western Trust Bank
Colorado
$276K

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.