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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
CAM
1276
Chesapeake Asset Management
New York
$7.48K +$7.2K +50 New
PO
1277
Private Ocean
California
$7.18K
MFA
1278
McClarren Financial Advisors
Pennsylvania
$6K -$144 -1 -2%
PMFA
1279
Plante Moran Financial Advisors
Michigan
$5.99K
SCA
1280
Stuart Chaussee & Associates
California
$5.39K
CCA
1281
Column Capital Advisors
Indiana
$5.2K
RDIA
1282
RE Dickinson Investment Advisors
Iowa
$5K
CMP
1283
Coston McIsaac & Partners
Maine
$5K +$5.47K +38 New
Lazard Asset Management
1284
Lazard Asset Management
New York
$3K +$1.44K +10 +77%
KA
1285
Kozak & Associates
Colorado
$3K +$2.88K +20 New
OLVIG
1286
Oliver Lagore Vanvalin Investment Group
Michigan
$2.1K -$28.1K -195 -93%
HCP
1287
Hexagon Capital Partners
Arkansas
$1.35K
FCAS
1288
First Command Advisory Services
Texas
$1.35K +$1.3K +9 New
ACM
1289
Antonetti Capital Management
Florida
$449
RPCA
1290
Running Point Capital Advisors
California
$130
Squarepoint
1291
Squarepoint
New York
-$38.2M -264,153 Closed
Susquehanna International Group
1292
Susquehanna International Group
Pennsylvania
-$35.4M -245,940 Closed
AWM
1293
Activest Wealth Management
Florida
-$21.7M -151,260 Closed
CWMU
1294
Caliber Wealth Management (Utah)
Utah
-$19.7M -136,245 Closed
BSG
1295
Black Swift Group
Colorado
-$16.1M -109,365 Closed
LC
1296
Legacy CG
Texas
-$12.7M -87,586 Closed
Verition Fund Management
1297
Verition Fund Management
Connecticut
-$12M -83,000 Closed
WEPOG
1298
Wealth Enhancement & Preservation of GA
Georgia
-$11.4M -79,050 Closed
PWS
1299
Paragon Wealth Strategies
Florida
-$10.3M -71,057 Closed
CIA
1300
Capital Investment Advisors
Georgia
-$10.2M -70,843 Closed

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.