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
CA
1351
Calton & Associates
Florida
-$244K -1,686 Closed
WAM
1352
WealthTrust Asset Management
Florida
-$236K -1,633 Closed
CT
1353
Columbia Trust
Oregon
-$234K -1,617 Closed
BWP
1354
Bernardo Wealth Planning
Pennsylvania
-$214K -1,481 Closed
HI
1355
Hudock Inc
Pennsylvania
-$211K -1,462 Closed
BFO
1356
Boston Family Office
Massachusetts
-$210K -1,449 Closed
UCIG
1357
Ulrich Consultants & Investment Group
New Mexico
-$207K -1,430 Closed
SIMG
1358
Sonora Investment Management Group
Arizona
-$202K -1,397 Closed
TWA
1359
TCI Wealth Advisors
Arizona
-$152K -1,054 Closed
MPCG
1360
Matrix Private Capital Group
New York
-$89.5K -619 Closed
JAWM
1361
J. Arnold Wealth Management
Ohio
-$70.1K -484 Closed
SC
1362
SouthState Corp
Florida
-$65.1K -450 Closed
Bank Julius Baer & Co
1363
Bank Julius Baer & Co
Switzerland
-$29K -200 Closed
BA
1364
Bristlecone Advisors
Washington
-$27.6K -191 Closed
AWM
1365
Accel Wealth Management
Iowa
-$19.7K -136 Closed
FA
1366
Fortis Advisors
Pennsylvania
-$18.9K -131 Closed
WAM
1367
Worth Asset Management
Texas
-$15K -104 Closed
ARS
1368
Adirondack Retirement Specialists
New York
-$14.3K -100 Closed
TCWA
1369
Ten Capital Wealth Advisors
Washington
-$13.7K -95 Closed
JFA
1370
JNBA Financial Advisors
Minnesota
-$11.9K -82 Closed
MBFW
1371
Morton Brown Family Wealth
Pennsylvania
-$9.4K -65 Closed
RAM
1372
Riggs Asset Management
Pennsylvania
-$8.68K -60 Closed
FIM
1373
FWL Investment Management
Texas
-$6.51K -45 Closed
BCM
1374
Blume Capital Management
California
-$5.35K -37 Closed
WAS
1375
Winch Advisory Services
Wisconsin
-$2K -13 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.