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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
MRCM
1176
M&R Capital Management
New Jersey
$81.3K
BWP
1177
Baldwin Wealth Partners
Massachusetts
$78.6K
SIC
1178
Salem Investment Counselors
North Carolina
$78.3K +$38.5K +267 +104%
AA
1179
Addison Advisors
Vermont
$76.3K
KFP
1180
KB Financial Partners
New Jersey
$76K +$72.7K +505 New
WSC
1181
Wellington Shields & Co
New York
$74.9K -$32.1K -223 -31%
DWA
1182
Dougherty Wealth Advisers
Minnesota
$74.8K -$57.6K -400 -44%
WSCM
1183
Wellington Shields Capital Management
New York
$74.8K
WIM
1184
Westside Investment Management
California
$74.8K
AP
1185
Atwood & Palmer
Missouri
$74.5K
VCM
1186
Versant Capital Management
Arizona
$71.5K
BWM
1187
Baystate Wealth Management
Massachusetts
$67.9K -$6.91K -48 -10%
BCV
1188
Banque Cantonale Vaudoise
Switzerland
$65K +$2.88K +20 +5%
FA
1189
Fiduciary Alliance
South Carolina
$62.4K +$60.1K +417 New
CTWM
1190
Cherry Tree Wealth Management
Minnesota
$60.3K +$58.1K +403 New
SMA
1191
Sage Mountain Advisors
Georgia
$59.9K -$8.36K -58 -13%
WT
1192
Washington Trust
Rhode Island
$57.6K +$7.2K +50 +15%
QCG
1193
Quadrant Capital Group
Ohio
$57.5K +$18.2K +126 +49%
SWA
1194
Sutton Wealth Advisors
Florida
$55.7K
AAP
1195
Arax Advisory Partners
Colorado
$55.5K
SCA
1196
Stonebridge Capital Advisors
Minnesota
$54.2K +$33.4K +232 +178%
CWA
1197
Clearview Wealth Advisors
Oregon
$52.6K +$144 +1 +0.3%
CAS
1198
Coppell Advisory Solutions
Texas
$52.4K +$50.9K +353 New
BL
1199
Balentine LLC
Georgia
$50.6K -$5.62K -39 -10%
PVH
1200
Psagot Value Holdings
Israel
$49K +$47.5K +330 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.