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Invesco S&P 500 Equal Weight ETF

1,175 hedge funds and large institutions have $20.1B invested in Invesco S&P 500 Equal Weight ETF in 2022 Q1 according to their latest regulatory filings, with 119 funds opening new positions, 481 increasing their positions, 373 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed

63% more first-time investments, than exits

New positions opened: 119 | Existing positions closed: 73

29% more repeat investments, than reductions

Existing positions increased: 481 | Existing positions reduced: 373

10% more funds holding in top 10

Funds holding in top 10: 135148 (+13)

6% more capital invested

Capital invested by funds: $19B → $20.1B (+$1.06B)

2% more funds holding

Funds holding: 1,1481,175 (+27)

1.52% less ownership

Funds ownership: 60.89%59.37% (-1.5%)

49% less call options, than puts

Call options by funds: $64.5M | Put options by funds: $127M

Holders
1,175
Holders Change
+27
Holders Change %
+2.35%
% of All Funds
18.53%
Holding in Top 10
148
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+9.63%
% of All Funds
2.33%
New
119
Increased
481
Reduced
373
Closed
73
Calls
$64.5M
Puts
$127M
Net Calls
-$62.6M
Net Calls Change
+$64.1M
Name Holding Trade Value Shares
Change
Change in
Stake
HCMG
1201
Howard Capital Management Group
California
-$417K -2,565 Closed
SFG
1202
SevenBridge Financial Group
Pennsylvania
-$417K -2,560 Closed
CG
1203
Castellan Group
Kentucky
-$371K -2,282 Closed
VAG
1204
VisionPoint Advisory Group
Texas
-$348K -2,236 Closed
NCM
1205
Noesis Capital Mangement
Florida
-$359K -2,206 Closed
CP
1206
Camelot Portfolios
Ohio
-$358K -2,201 Closed
ACM
1207
AlphaStar Capital Management
North Carolina
-$338K -2,094 Closed
NP
1208
NorthRock Partners
Minnesota
-$322K -1,976 Closed
FSA
1209
Fort Sheridan Advisors
Illinois
-$316K -1,941 Closed
EE
1210
EWG Elevate
California
-$295K -1,810 Closed
MCA
1211
Magnolia Capital Advisors
Mississippi
-$267K -1,643 Closed
FP
1212
Factorial Partners
New York
-$260K -1,600 Closed
KWA
1213
Kellett Wealth Advisors
Ohio
-$260K -1,598 Closed
TCBWMS
1214
Texas Capital Bank Wealth Management Services
Texas
-$258K -1,586 Closed
SIA
1215
Soltis Investment Advisors
Utah
-$256K -1,572 Closed
CWM
1216
Cahaba Wealth Management
Georgia
-$255K -1,567 Closed
BCM
1217
Barometer Capital Management
Ontario, Canada
-$251K -1,540 Closed
OFG
1218
Oxford Financial Group
Indiana
-$247K -1,519 Closed
I
1219
INVST
Indiana
-$223K -1,491 Closed
Qube Research & Technologies (QRT)
1220
Qube Research & Technologies (QRT)
United Kingdom
-$235K -1,443 Closed
CAWM
1221
Capital Advisors Wealth Management
Washington
-$221K -1,357 Closed
RFA
1222
RTD Financial Advisors
Pennsylvania
-$216K -1,327 Closed
FMWA
1223
Forvis Mazars Wealth Advisors
Missouri
-$213K -1,310 Closed
GF
1224
Gries Financial
Ohio
-$206K -1,266 Closed
APP
1225
Avantax Planning Partners
Iowa
-$204K -1,256 Closed

RSP Hedge Fund Activity: Q1 2022 in Review

1,175 of the 6,341 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Equal Weight ETF (RSP) for Q1 2022, worth a combined $20.1B — up 5.6% from $19B a quarter earlier.

Buyers outnumbered sellers: 119 funds opened new RSP positions and 73 closed out — a net gain of 46 holders — while 481 added to existing stakes and 373 trimmed.

The largest buyer was Truist Financial, adding an estimated $228M. The largest seller was Castleview Partners, cutting an estimated $400M.

  • 1,175 institutional investors held Invesco S&P 500 Equal Weight ETF (RSP) as of Q1 2022, up from 1,148 in Q4 2021.
  • Funds reported $20.1B of Invesco S&P 500 Equal Weight ETF stock for Q1 2022, up 5.6% quarter-over-quarter.
  • 119 funds opened new Invesco S&P 500 Equal Weight ETF positions in Q1 2022 and 73 closed out, a net change of +46 holders.
  • The largest Invesco S&P 500 Equal Weight ETF buyer in Q1 2022 was Truist Financial, an estimated $228M added.
  • The largest Invesco S&P 500 Equal Weight ETF seller in Q1 2022 was Castleview Partners, an estimated $400M sold.

Based on aggregated 13F filings for Q1 2022.