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Invesco S&P 500 Equal Weight ETF

1,512 hedge funds and large institutions have $34.4B invested in Invesco S&P 500 Equal Weight ETF in 2023 Q4 according to their latest regulatory filings, with 292 funds opening new positions, 604 increasing their positions, 426 reducing their positions, and 89 closing their positions.

New
Increased
Maintained
Reduced
Closed

228% more first-time investments, than exits

New positions opened: 292 | Existing positions closed: 89

180% more call options, than puts

Call options by funds: $2.31B | Put options by funds: $826M

42% more repeat investments, than reductions

Existing positions increased: 604 | Existing positions reduced: 426

38% more capital invested

Capital invested by funds: $25B → $34.4B (+$9.46B)

29% more funds holding in top 10

Funds holding in top 10: 156202 (+46)

14% more funds holding

Funds holding: 1,3311,512 (+181)

7.46% more ownership

Funds ownership: 62.2%69.66% (+7.5%)

Holders
1,512
Holders Change
+181
Holders Change %
+13.6%
% of All Funds
22.04%
Holding in Top 10
202
Holding in Top 10 Change
+46
Holding in Top 10 Change %
+29.49%
% of All Funds
2.95%
New
292
Increased
604
Reduced
426
Closed
89
Calls
$2.31B
Puts
$826M
Net Calls
+$1.49B
Net Calls Change
+$1.67B
Name Holding Trade Value Shares
Change
Change in
Stake
BP
1351
Ballentine Partners
Massachusetts
$205K +$189K +1,300 New
MCI
1352
MRP Capital Investments
Georgia
$205K +$189K +1,300 New
PB
1353
Pinnacle Bancorp
Nebraska
$204K -$6.03M -41,502 -97%
IFA
1354
Index Fund Advisors
California
$204K +$187K +1,290 New
CWM
1355
Centurion Wealth Management
Virginia
$203K +$187K +1,286 New
AB
1356
Atlas Brown
Kentucky
$202K +$186K +1,278 New
DI
1357
Disciplined Investments
Oklahoma
$202K +$186K +1,277 New
HI
1358
Hudock Inc
Pennsylvania
$201K +$185K +1,274 New
GLA
1359
Great Lakes Advisors
Illinois
$200K +$184K +1,269 New
FFA
1360
Founders Financial Alliance
North Carolina
$195K -$112K -772 -38%
EW
1361
Element Wealth
Mississippi
$189K +$49.1K +338 +39%
SFA
1362
Semmax Financial Advisors
North Carolina
$187K -$9.44K -65 -5%
CMBA
1363
C.M. Bidwell & Associates
Hawaii
$181K
SFFS
1364
Stonehage Fleming Financial Services
Jersey
$180K +$165K +1,139 New
WT
1365
Washington Trust
Rhode Island
$180K +$109K +753 +196%
OIA
1366
Optimum Investment Advisors
Illinois
$175K
NFSG
1367
Newbridge Financial Services Group
Florida
$171K +$116K +801 +282%
BMC
1368
Bear Mountain Capital
Washington
$164K +$154K +1,059 New
LFA
1369
Legend Financial Advisors
Pennsylvania
$161K +$581 +4 +0.4%
AssetMark Inc
1370
AssetMark Inc
California
$150K -$16.3K -112 -11%
PA
1371
PSI Advisors
Florida
$150K +$11.3K +78 +9%
GI
1372
GS Investments
Minnesota
$150K -$117K -806 -46%
EL
1373
EMFO LLC
Florida
$147K +$291 +2 +0.2%
ACA
1374
Atlas Capital Advisors
Wyoming
$144K -$29.1K -200 -18%
EC
1375
EdgeRock Capital
Colorado
$143K +$131K +905 New

RSP Hedge Fund Activity: Q4 2023 in Review

1,512 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Equal Weight ETF (RSP) for Q4 2023, worth a combined $34.4B — up 38% from $25B a quarter earlier.

Buyers outnumbered sellers: 292 funds opened new RSP positions and 89 closed out — a net gain of 203 holders — while 604 added to existing stakes and 426 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $3.78B. The largest seller was Varma Mutual Pension Insurance Co, exiting entirely with an estimated $394M sold.

  • 1,512 institutional investors held Invesco S&P 500 Equal Weight ETF (RSP) as of Q4 2023, up from 1,331 in Q3 2023.
  • Funds reported $34.4B of Invesco S&P 500 Equal Weight ETF stock for Q4 2023, up 38% quarter-over-quarter.
  • 292 funds opened new Invesco S&P 500 Equal Weight ETF positions in Q4 2023 and 89 closed out, a net change of +203 holders.
  • The largest Invesco S&P 500 Equal Weight ETF buyer in Q4 2023 was Morgan Stanley, an estimated $3.78B added.
  • The largest Invesco S&P 500 Equal Weight ETF seller in Q4 2023 was Varma Mutual Pension Insurance Co, an estimated $394M sold.

Based on aggregated 13F filings for Q4 2023.