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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
AIIMS
1101
Analyst IMS Investment Management Services
Israel
$234K +$228K +1,580 New
C
1102
Certuity
Florida
$230K +$17.4K +121 +9%
HCM
1103
Highlander Capital Management
New Jersey
$230K
WTA
1104
Washington Trust Advisors
Massachusetts
$228K +$2.31K +16 +1%
WIM
1105
Warwick Investment Management
Texas
$226K
SB
1106
Simmons Bank
Arkansas
$224K -$36K -250 -14%
FCA
1107
Fortis Capital Advisors
Kansas
$224K
TFA
1108
Triad Financial Advisors
North Carolina
$224K
AIM
1109
Acropolis Investment Management
Missouri
$223K
MBTD
1110
Mechanics Bank - Trust Department
California
$223K -$8.64K -60 -4%
MW
1111
Marcum Wealth
Ohio
$222K +$214K +1,483 New
IIC
1112
Integrated Investment Consultants
Michigan
$222K
CPA
1113
Capital Performance Advisors
California
$221K +$213K +1,479 New
CWM
1114
ClientFirst Wealth Management
Arkansas
$220K +$209K +1,450 New
RIP
1115
RAM Investment Partners
Washington
$219K
RPC
1116
Rossmore Private Capital
Connecticut
$216K
ODIJL
1117
One Day In July LLC
Vermont
$216K
AP
1118
Adero Partners
California
$215K
VCP
1119
Verus Capital Partners
Arizona
$215K +$207K +1,440 New
PCMC
1120
Paragon Capital Management (Colorado)
Colorado
$215K
PFA
1121
Plotkin Financial Advisors
Maryland
$215K +$576 +4 +0.3%
CA
1122
Crewe Advisors
Utah
$214K -$318K -2,209 -61%
AWMS
1123
Advocacy Wealth Management Services
Georgia
$214K +$206K +1,428 New
CWM
1124
Congress Wealth Management
Massachusetts
$213K
APP
1125
Avantax Planning Partners
Iowa
$212K +$204K +1,417 New

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.