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Invesco S&P 500 Equal Weight ETF

1,192 hedge funds and large institutions have $108B invested in Invesco S&P 500 Equal Weight ETF in 2022 Q4 according to their latest regulatory filings, with 186 funds opening new positions, 466 increasing their positions, 346 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

506% more capital invested

Capital invested by funds: $17.8B → $108B (+$90.2B)

232% more first-time investments, than exits

New positions opened: 186 | Existing positions closed: 56

35% more repeat investments, than reductions

Existing positions increased: 466 | Existing positions reduced: 346

11% more funds holding in top 10

Funds holding in top 10: 136151 (+15)

10% more funds holding

Funds holding: 1,0791,192 (+113)

0.3% more ownership

Funds ownership: 57.39%57.69% (+0.3%)

57% less call options, than puts

Call options by funds: $59.5M | Put options by funds: $139M

Holders
1,192
Holders Change
+113
Holders Change %
+10.47%
% of All Funds
19.16%
Holding in Top 10
151
Holding in Top 10 Change
+15
Holding in Top 10 Change %
+11.03%
% of All Funds
2.43%
New
186
Increased
466
Reduced
346
Closed
56
Calls
$59.5M
Puts
$139M
Net Calls
-$79.6M
Net Calls Change
-$35.2M
Name Holding Trade Value Shares
Change
Change in
Stake
RFP
176
Roth Financial Partners
Texas
$11.3M +$476K +3,404 +4%
NCMW
177
Northern Capital Management (Washington)
Washington
$11.3M -$1.05M -7,512 -9%
NEPWA
178
New England Private Wealth Advisors
Massachusetts
$11.2M -$432K -3,087 -4%
KWM
179
Keebeck Wealth Management
Illinois
$11.2M +$21.8K +156 +0.2%
DC
180
Davenport & Co
Virginia
$11.1M +$46.1K +330 +0.4%
TC
181
Titleist Capital
Texas
$11M +$1.78M +12,707 +19%
PB
182
Pinnacle Bancorp
Nebraska
$11M +$1.22M +8,717 +13%
AWS
183
Atria Wealth Solutions
New York
$11M +$119K +848 +1%
TPW
184
Tiller Private Wealth
Pennsylvania
$10.9M +$701K +5,015 +7%
KCPG
185
Kavar Capital Partners Group
Kansas
$10.9M +$17.2K +123 +0.2%
FFN
186
Focus Financial Network
Minnesota
$10.8M +$2.47M +17,674 +30%
AAS
187
Avantax Advisory Services
Texas
$10.7M +$4.03M +28,827 +61%
MCM
188
MAI Capital Management
Ohio
$10.7M +$4.83M +34,568 +84%
WBG
189
Wharton Business Group
Pennsylvania
$10.6M +$10.2M +73,130 +3,370%
VLC
190
Van Leeuwen & Company
New Jersey
$10.5M -$198K -1,413 -2%
GEA
191
Glen Eagle Advisors
New Jersey
$10.4M -$538K -3,847 -5%
PFS
192
Prospera Financial Services
Texas
$10.4M +$5.95M +42,528 +136%
TWM
193
Tradition Wealth Management
Minnesota
$10.4M +$915K +6,543 +10%
VFM
194
Valley Financial Management
New York
$10.3M -$3.73M -26,650 -27%
Cetera Investment Advisers
195
Cetera Investment Advisers
Illinois
$10.3M +$2.05M +14,660 +25%
Franklin Resources
196
Franklin Resources
California
$10.1M +$811K +5,802 +9%
CIA
197
Capital Investment Advisors
Georgia
$10.1M +$579K +4,138 +6%
MSWM
198
Mader & Shannon Wealth Management
Missouri
$10.1M +$9.96M +71,211 New
LNC
199
Lincoln National Corp
Pennsylvania
$9.98M +$2.43M +17,355 +33%
KFGK
200
Keystone Financial Group (Kentucky)
Kentucky
$9.89M -$33.1K -237 -0.3%

RSP Hedge Fund Activity: Q4 2022 in Review

1,192 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Equal Weight ETF (RSP) for Q4 2022, worth a combined $108B — up 506% from $17.8B a quarter earlier.

Buyers outnumbered sellers: 186 funds opened new RSP positions and 56 closed out — a net gain of 130 holders — while 466 added to existing stakes and 346 trimmed.

The largest buyer was Bank of America, adding an estimated $325M. The largest seller was JP Morgan Chase, cutting an estimated $548M.

  • 1,192 institutional investors held Invesco S&P 500 Equal Weight ETF (RSP) as of Q4 2022, up from 1,079 in Q3 2022.
  • Funds reported $108B of Invesco S&P 500 Equal Weight ETF stock for Q4 2022, up 506% quarter-over-quarter.
  • 186 funds opened new Invesco S&P 500 Equal Weight ETF positions in Q4 2022 and 56 closed out, a net change of +130 holders.
  • The largest Invesco S&P 500 Equal Weight ETF buyer in Q4 2022 was Bank of America, an estimated $325M added.
  • The largest Invesco S&P 500 Equal Weight ETF seller in Q4 2022 was JP Morgan Chase, an estimated $548M sold.

Based on aggregated 13F filings for Q4 2022.