We are live on ! Find out more
RSP icon

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
OIA
101
OneDigital Investment Advisors
Kansas
$24.7M -$928K -6,439 -4%
AWA
102
Arete Wealth Advisors
Illinois
$24.7M -$55.3M -383,928 -70%
T2I
103
Turim 21 Investimentos
Brazil
$24.5M +$23.5M +163,458 New
SFP
104
Shepherd Financial Partners
Massachusetts
$24.2M +$958K +6,649 +4%
GIA
105
Gladstone Institutional Advisory
Florida
$24M -$1.94M -13,462 -8%
SFA
106
Sequoia Financial Advisors
Ohio
$23.9M -$2.4M -16,681 -9%
EWA
107
Exencial Wealth Advisors
Oklahoma
$23.9M +$1.14M +7,919 +5%
DIP
108
Davis Investment Partners
North Carolina
$23.2M +$206K +1,431 +1%
Cerity Partners
109
Cerity Partners
New York
$23.1M +$15.5M +107,408 +228%
FDCDDQ
110
Federation des caisses Desjardins du Quebec
Quebec, Canada
$23.1M -$14.4M -99,750 -39%
EDRH
111
Edmond de Rothschild Holding
Switzerland
$22.5M -$1.79M -12,458 -8%
LBC
112
Lowe Brockenbrough & Co
Virginia
$22M -$2.37M -16,455 -10%
MA
113
Montag & Associates
Georgia
$21.9M -$212K -1,472 -1%
MCM
114
MAI Capital Management
Ohio
$21.9M +$7.34M +50,972 +54%
AFS
115
Aft Forsyth & Sober
Florida
$21.5M +$2.91M +20,200 +16%
WAM
116
WFA Asset Management
Wisconsin
$21.2M +$266K +1,850 +1%
BP
117
BBR Partners
New York
$21.1M
PFM
118
Patton Fund Management
Texas
$21M +$926K +6,426 +5%
AWM
119
AE Wealth Management
Kansas
$20.7M +$2.4M +16,656 +14%
FHA
120
First Horizon Advisors
Tennessee
$20.5M +$36.9K +256 +0.2%
DAM
121
Derbend Asset Management
Georgia
$20.5M +$11.1M +76,795 +128%
NI
122
Noked Israel
Israel
$19.9M +$19.2M +133,000 New
Barclays
123
Barclays
United Kingdom
$19.7M +$14.6M +101,143 +332%
Thrivent Financial for Lutherans
124
Thrivent Financial for Lutherans
Minnesota
$19.6M -$2.74M -19,019 -13%
DADC
125
D.A. Davidson & Co
Montana
$19.5M +$4.1M +28,438 +28%

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.