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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
AAG
1201
Armstrong Advisory Group
Massachusetts
$48.8K
MTIC
1202
Missouri Trust & Investment Company
Missouri
$48.6K -$18K -125 -28%
ODG
1203
O'Dell Group
Ohio
$48.6K +$46.8K +325 New
JWA
1204
JFS Wealth Advisors
Pennsylvania
$48K -$126K -876 -73%
GWMI
1205
Guardian Wealth Management (Illinois)
Illinois
$43.9K -$6.48K -45 -13%
HBW
1206
Hazlett, Burt & Watson
West Virginia
$43K +$5.04K +35 +14%
BC
1207
Bartlett & Co
Ohio
$42K
BCWM
1208
Bartlett & Co Wealth Management
Ohio
$41.6K
WWM
1209
Wolff Wiese Magana
California
$41.2K
ANBT
1210
American National Bank & Trust
Texas
$40.4K -$48.7K -338 -56%
CSWM
1211
Cassady Schiller Wealth Management
Ohio
$38.6K
NSG
1212
Nalls Sherbakoff Group
Tennessee
$38.3K
BCM
1213
Bourgeon Capital Management
Connecticut
$38.2K
SF
1214
Safeguard Financial
Wisconsin
$38K +$37.3K +259 New
MA
1215
MCF Advisors
Kentucky
$37.4K
PP
1216
PrairieView Partners
Minnesota
$37K
NFSG
1217
Newbridge Financial Services Group
Florida
$33.6K +$9.65K +67 +42%
WWMSC
1218
Wagner Wealth Management (South Carolina)
South Carolina
$33.6K +$144 +1 +0.4%
AW
1219
Avion Wealth
Texas
$33K -$8.93K -62 -22%
CIR
1220
Clear Investment Research
Georgia
$32.9K -$144 -1 -0.5%
LC
1221
Lindbrook Capital
California
$31.1K
MAM
1222
Marquette Asset Management
Minnesota
$31K
KFI
1223
Key Financial Inc
Pennsylvania
$30.5K
SWA
1224
SOA Wealth Advisors
New York
$30.2K -$6.91K -48 -19%
SIS
1225
Sound Income Strategies
Florida
$30.2K

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.