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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
LIM
1051
Lathrop Investment Management
Arkansas
$275K
AP
1052
Appleton Partners
Massachusetts
$274K +$264K +1,832 New
GWP
1053
Gateway Wealth Partners
Wisconsin
$273K +$1.87K +13 +0.7%
CBFP
1054
Cedar Brook Financial Partners
Ohio
$272K +$46.2K +321 +21%
AFC
1055
AFT Forsyth & Company
Florida
$272K +$720 +5 +0.3%
GAM
1056
Gotham Asset Management
New York
$269K +$259K +1,796 New
BA
1057
Bluesphere Advisors
Pennsylvania
$269K +$259K +1,795 New
QC
1058
QCM Cayman
Texas
$268K +$258K +1,794 New
BRM
1059
Boston Research & Management
Massachusetts
$268K +$55.3K +384 +27%
KJHP
1060
K.J. Harrison & Partners
Ontario, Canada
$265K +$256K +1,780 New
ZF
1061
Zhang Financial
Michigan
$265K +$2.31K +16 +0.9%
CAM
1062
Concorde Asset Management
Michigan
$265K +$255K +1,770 New
MPM
1063
Meritage Portfolio Management
Kansas
$264K +$6.48K +45 +3%
PWM
1064
Penobscot Wealth Management
Maine
$264K +$255K +1,767 New
GI
1065
GS Investments
Minnesota
$263K -$25.2K -175 -9%
WPA
1066
Winning Points Advisors
Florida
$262K +$239K +1,658 New
HFA
1067
High Falls Advisors
New York
$260K +$1.44K +10 +0.6%
ACM
1068
Alamar Capital Management
California
$260K +$1.01K +7 +0.4%
OP
1069
ORG Partners
Indiana
$260K +$251K +1,739 New
BFC
1070
Bedel Financial Consulting
Indiana
$260K +$1.15K +8 +0.5%
RWM
1071
Ritholtz Wealth Management
New York
$259K -$7.06K -49 -3%
GTAM
1072
Global Trust Asset Management
Florida
$258K -$111K -770 -31%
SEP
1073
Southland Equity Partners
Missouri
$258K
VWA
1074
Visionary Wealth Advisors
Illinois
$258K +$32.3K +224 +15%
RA
1075
RFG Advisory
Alabama
$258K -$74K -514 -23%

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.