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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
WIC
1076
Woodmont Investment Counsel
Tennessee
$256K +$42.8K +297 +21%
SSWM
1077
Smith Salley Wealth Management
North Carolina
$255K -$24.2K -168 -9%
JSW
1078
Journey Strategic Wealth
New Jersey
$255K -$40.3K -280 -14%
LOPW
1079
Live Oak Private Wealth
North Carolina
$255K -$543K -3,768 -69%
TIM
1080
Tortoise Investment Management
New York
$254K
KFP
1081
KMG Fiduciary Partners
Ohio
$253K +$576 +4 +0.2%
PWP
1082
Private Wealth Partners
California
$253K +$243K +1,690 New
MIFH
1083
Migdal Insurance & Financial Holdings
Israel
$252K +$13K +90 +6%
Luther King Capital Management (LKCM)
1084
Luther King Capital Management (LKCM)
Texas
$250K
WWM
1085
Windsor Wealth Management
Indiana
$249K -$1.44K -10 -0.6%
NFG
1086
Norris Financial Group
South Carolina
$249K -$184K -1,275 -43%
LCM
1087
Lewis Capital Management
California
$249K +$240K +1,663 New
JE
1088
JMAC Enterprises
Pennsylvania
$248K +$21.9K +152 +10%
CAWM
1089
Capital Advisors Wealth Management
Washington
$248K -$50.3K -349 -17%
AWA
1090
Archvest Wealth Advisors
California
$245K
EIP
1091
Ellis Investment Partners
Pennsylvania
$245K +$576 +4 +0.2%
GF
1092
Gries Financial
Ohio
$244K +$576 +4 +0.2%
SAM
1093
SignalPoint Asset Management
Missouri
$244K +$6.48K +45 +3%
OCM
1094
Objective Capital Management
Ohio
$243K
JFGIW
1095
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$243K -$5.47K -38 -2%
KCM
1096
Kanawha Capital Management
Virginia
$242K -$8.07K -56 -3%
MIC
1097
Means Investment Company
Maine
$241K -$1.44K -10 -0.6%
MCM
1098
Mainstay Capital Management
Michigan
$240K
TDC
1099
Thompson Davis & Co
Virginia
$237K
PWM
1100
Purus Wealth Management
California
$236K +$2.02K +14 +0.9%

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.