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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
CCMI
1151
Creative Capital Management Investments
California
$18K +$17.9K +128 New
CFO
1152
CVA Family Office
Colorado
$17.7K
OFG
1153
Oxford Financial Group
Indiana
$17.2K +$17.1K +122 New
HR
1154
Howe & Rusling
New York
$16K -$4.2K -30 -21%
CFFP
1155
Center for Financial Planning
Michigan
$13.5K +$140 +1 +1%
ZIG
1156
Zullo Investment Group
Pennsylvania
$13.1K
LFA
1157
Level Financial Advisors
New York
$13K
LWANC
1158
Laurel Wealth Advisors (North Carolina)
North Carolina
$12.6K +$140 +1 +1%
PSB
1159
Piscataqua Savings Bank
New Hampshire
$12.3K
CBT
1160
Central Bank & Trust
Kentucky
$12.3K +$12.2K +87 New
LWA
1161
Lowe Wealth Advisors
Maryland
$12K +$3.5K +25 +42%
JFA
1162
JNBA Financial Advisors
Minnesota
$11.6K
HCM
1163
Hollencrest Capital Management
California
$11.3K +$11.2K +80 New
KC
1164
Kenfarb & Co
Kentucky
$10.9K
EWM
1165
Endurance Wealth Management
Rhode Island
$10K
DWA
1166
Delos Wealth Advisors
Texas
$9.04K
RA
1167
Rise Advisors
New York
$8.02K
AWM
1168
Aspire Wealth Management
Massachusetts
$7.77K
KFS
1169
Kelly Financial Services
Massachusetts
$7.77K
PWMG
1170
Prestige Wealth Management Group
New Jersey
$7.55K
PFBT
1171
Parkside Financial Bank & Trust
Missouri
$7.2K
MSFP
1172
Mark Sheptoff Financial Planning
Connecticut
$7.06K
BHWM
1173
Bay Harbor Wealth Management
Maryland
$7K
FIM
1174
FWL Investment Management
Texas
$6.36K +$6.29K +45 New
MFA
1175
McClarren Financial Advisors
Pennsylvania
$6K -$140 -1 -2%

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.