We are live on ! Find out more
RSP icon

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
MAM
1126
Marquette Asset Management
Minnesota
$29.2K -$37.6K -269 -57%
HFS
1127
Hantz Financial Services
Michigan
$29K
CT
1128
Clearstead Trust
Maine
$28K
CNBTD
1129
Citizens National Bank Trust Department
Mississippi
$27K
IWP
1130
IAG Wealth Partners
Wisconsin
$26.8K
DIP
1131
DT Investment Partners
Pennsylvania
$26.6K +$26.3K +188 New
FP
1132
Financial Perspectives
Minnesota
$26.1K
DAC
1133
Dividend Assets Capital
South Carolina
$26K -$1.54K -11 -6%
KFI
1134
Key Financial Inc
Pennsylvania
$26K
FPFS
1135
First Personal Financial Services
North Carolina
$25.8K
WA
1136
WestEnd Advisors
North Carolina
$23.4K +$23.2K +166 New
YDMI
1137
Y.D. More Investments
Israel
$23.4K +$23.1K +165 New
AWM
1138
Abound Wealth Management
Tennessee
$22.4K
NFSG
1139
Newbridge Financial Services Group
Florida
$22.3K -$19K -136 -46%
CT
1140
Cambridge Trust
Massachusetts
$22K
OAJ
1141
Ogorek Anthony Joseph
New York
$21K
VNA
1142
Valley National Advisers
Pennsylvania
$21K
WB
1143
Webster Bank
Connecticut
$21K
AAMA
1144
Advanced Asset Management Advisors
Ohio
$20.7K +$2.94K +21 +17%
GIA
1145
GHP Investment Advisors
Colorado
$20.2K -$3.22K -23 -14%
HDIM
1146
Hanson & Doremus Investment Management
Vermont
$20K
AWM
1147
Accel Wealth Management
Iowa
$19.2K
FWM
1148
Focused Wealth Management
New York
$19.2K
SC
1149
Solstein Capital
California
$18.6K +$140 +1 +0.8%
FA
1150
Fortis Advisors
Pennsylvania
$18.4K

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.