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Invesco S&P 500 Equal Weight ETF

1,175 hedge funds and large institutions have $20.1B invested in Invesco S&P 500 Equal Weight ETF in 2022 Q1 according to their latest regulatory filings, with 119 funds opening new positions, 481 increasing their positions, 373 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed

63% more first-time investments, than exits

New positions opened: 119 | Existing positions closed: 73

29% more repeat investments, than reductions

Existing positions increased: 481 | Existing positions reduced: 373

10% more funds holding in top 10

Funds holding in top 10: 135148 (+13)

6% more capital invested

Capital invested by funds: $19B → $20.1B (+$1.06B)

2% more funds holding

Funds holding: 1,1481,175 (+27)

1.52% less ownership

Funds ownership: 60.89%59.37% (-1.5%)

49% less call options, than puts

Call options by funds: $64.5M | Put options by funds: $127M

Holders
1,175
Holders Change
+27
Holders Change %
+2.35%
% of All Funds
18.53%
Holding in Top 10
148
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+9.63%
% of All Funds
2.33%
New
119
Increased
481
Reduced
373
Closed
73
Calls
$64.5M
Puts
$127M
Net Calls
-$62.6M
Net Calls Change
+$64.1M
Name Holding Trade Value Shares
Change
Change in
Stake
KCPG
176
Kavar Capital Partners Group
Kansas
$12.5M -$117K -750 -0.9%
JBA
177
Johnson Bixby & Associates
Washington
$12.5M -$461K -2,957 -4%
KWM
178
Keebeck Wealth Management
Illinois
$12.5M
MCIA
179
Mountain Capital Investment Advisors
Colorado
$12.3M +$3.65M +23,398 +42%
AAS
180
Avantax Advisory Services
Texas
$12M +$6.76M +43,352 +132%
MGIA
181
Matthew Goff Investment Advisor
Texas
$11.9M +$6.81M +43,647 +137%
ACA
182
Aptus Capital Advisors
Alabama
$11.8M -$1.92M -12,325 -14%
GEA
183
Glen Eagle Advisors
New Jersey
$11.8M +$280K +1,798 +2%
IAA
184
Ironsides Asset Advisors
North Carolina
$11.7M -$86.2K -553 -0.7%
PFO
185
Pathstone Family Office
New Jersey
$11.7M -$86.2K -553 -0.7%
FANJ
186
Financial Architects (New Jersey)
New Jersey
$11.6M -$463K -2,969 -4%
SWP
187
Strategic Wealth Partners
Ohio
$11.4M +$11.3M +72,269 New
CGFA
188
Colton Groome Financial Advisors
North Carolina
$11.4M +$991K +6,356 +10%
WCM
189
WealthBridge Capital Management
Ohio
$11.3M -$136K -871 -1%
CIBC World Market
190
CIBC World Market
Ontario, Canada
$11.1M +$1M +6,441 +10%
H
191
HoyleCohen
California
$11M +$795K +5,100 +8%
GT
192
Greenleaf Trust
Michigan
$11M
KFGK
193
Keystone Financial Group (Kentucky)
Kentucky
$10.9M +$1.59M +10,180 +17%
TMWM
194
Taylor & Morgan Wealth Management
Michigan
$10.5M -$506K -3,248 -5%
GWM
195
Geneos Wealth Management
Colorado
$10.5M -$6.74M -43,219 -39%
WCP
196
Welch Capital Partners
New York
$10.4M -$9.99M -64,097 -49%
RWA
197
Redmont Wealth Advisors
Illinois
$10.3M +$1.75M +11,205 +21%
TWM
198
Tradition Wealth Management
Minnesota
$10.3M -$136K -871 -1%
SBL
199
Sargent Bickham Lagudis
Colorado
$10.1M -$368K -2,359 -4%
APA
200
American Portfolios Advisors
New York
$9.99M -$399K -2,557 -4%

RSP Hedge Fund Activity: Q1 2022 in Review

1,175 of the 6,341 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Equal Weight ETF (RSP) for Q1 2022, worth a combined $20.1B — up 5.6% from $19B a quarter earlier.

Buyers outnumbered sellers: 119 funds opened new RSP positions and 73 closed out — a net gain of 46 holders — while 481 added to existing stakes and 373 trimmed.

The largest buyer was Truist Financial, adding an estimated $228M. The largest seller was Castleview Partners, cutting an estimated $400M.

  • 1,175 institutional investors held Invesco S&P 500 Equal Weight ETF (RSP) as of Q1 2022, up from 1,148 in Q4 2021.
  • Funds reported $20.1B of Invesco S&P 500 Equal Weight ETF stock for Q1 2022, up 5.6% quarter-over-quarter.
  • 119 funds opened new Invesco S&P 500 Equal Weight ETF positions in Q1 2022 and 73 closed out, a net change of +46 holders.
  • The largest Invesco S&P 500 Equal Weight ETF buyer in Q1 2022 was Truist Financial, an estimated $228M added.
  • The largest Invesco S&P 500 Equal Weight ETF seller in Q1 2022 was Castleview Partners, an estimated $400M sold.

Based on aggregated 13F filings for Q1 2022.