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Invesco S&P 500 Equal Weight ETF

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: 136151 (+15)

10% more funds holding

Funds holding: 1,0791,192 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
FCA
1076
FinTrust Capital Advisors
South Carolina
$94.1K
RG
1077
Retirement Group
California
$93K +$70.8K +506 +684%
PCM
1078
Perritt Capital Management
Illinois
$91.5K +$90.6K +648 New
CSB
1079
City State Bank
Iowa
$89K -$2.66K -19 -3%
AP
1080
Atwood & Palmer
Missouri
$83.1K -$699 -5 -0.8%
MRCM
1081
M&R Capital Management
New Jersey
$83.1K +$82.2K +588 New
MTIC
1082
Missouri Trust & Investment Company
Missouri
$83K -$44.2K -316 -35%
TLA
1083
Tanglewood Legacy Advisors
Texas
$81.2K +$80.4K +575 New
BWP
1084
Baldwin Wealth Partners
Massachusetts
$74.2K
AA
1085
Addison Advisors
Vermont
$72K -$79.3K -567 -53%
PP
1086
PrairieView Partners
Minnesota
$71K +$35.5K +254 +102%
WA
1087
Win Advisors
Florida
$68.2K -$15.2K -109 -18%
APC
1088
Aspire Private Capital
North Carolina
$67.5K -$11.5K -82 -15%
VCM
1089
Versant Capital Management
Arizona
$67.5K
M
1090
MOTCO
Texas
$66.7K
SMA
1091
Sage Mountain Advisors
Georgia
$64.7K
MPCG
1092
Matrix Private Capital Group
New York
$59.9K
FA
1093
Fiduciary Alliance
South Carolina
$58.5K +$57.9K +414 New
OWA
1094
One Wealth Advisors
California
$57.5K +$56.9K +407 New
GI
1095
Gradient Investments
Minnesota
$57K +$36.5K +261 +183%
WFA
1096
WestHill Financial Advisors
California
$55.7K +$55.1K +394 New
SIS
1097
Sound Income Strategies
Florida
$55.5K +$44.5K +318 +424%
SWA
1098
Sutton Wealth Advisors
Florida
$52.5K -$21.4K -153 -29%
AAP
1099
Arax Advisory Partners
Colorado
$52.4K +$51.9K +371 New
CAS
1100
Coppell Advisory Solutions
Texas
$49.9K +$49.4K +353 New

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.