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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
CASC
1101
Coppell Advisory Solutions Corp
Texas
$49.9K +$49.4K +353 New
CWA
1102
Clearview Wealth Advisors
Oregon
$49.4K +$140 +1 +0.3%
GM
1103
GeoWealth Management
Illinois
$49K +$43.5K +311 +972%
WT
1104
Washington Trust
Rhode Island
$48.7K -$4.2K -30 -8%
AF
1105
Arrow Financial
New York
$48K
GWMI
1106
Guardian Wealth Management (Illinois)
Illinois
$47.8K -$140 -1 -0.3%
WWMSC
1107
Wagner Wealth Management (South Carolina)
South Carolina
$46.1K -$259K -1,854 -85%
AAG
1108
Armstrong Advisory Group
Massachusetts
$46K +$45.6K +326 New
HBW
1109
Hazlett, Burt & Watson
West Virginia
$45K
SCA
1110
Stonebridge Capital Advisors
Minnesota
$43.2K -$9.93K -71 -19%
ANBT
1111
American National Bank & Trust
Texas
$42K
BCWM
1112
Bartlett & Co Wealth Management
Ohio
$39.3K
BC
1113
Bartlett & Co
Ohio
$39K
WWM
1114
Wolff Wiese Magana
California
$38.8K
SIC
1115
Salem Investment Counselors
North Carolina
$36.7K -$280 -2 -0.8%
QCG
1116
Quadrant Capital Group
Ohio
$36.5K -$8.67K -62 -19%
CSWM
1117
Cassady Schiller Wealth Management
Ohio
$36.4K +$36.1K +258 New
BCM
1118
Bourgeon Capital Management
Connecticut
$36K
AW
1119
Avion Wealth
Texas
$36K
SWA
1120
SOA Wealth Advisors
New York
$35.3K
MA
1121
MCF Advisors
Kentucky
$35.3K +$35K +250 New
ME
1122
McIlrath & Eck
Washington
$31.6K
CIR
1123
Clear Investment Research
Georgia
$31K
NC
1124
NewSquare Capital
Pennsylvania
$29.7K +$29.4K +210 New
LC
1125
Lindbrook Capital
California
$29.4K

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.