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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
RFP
201
Roth Financial Partners
Texas
$9.94M +$152K +972 +2%
SI
202
Stephens Inc
Arkansas
$9.88M +$1.1M +7,059 +13%
SWM
203
Sugarloaf Wealth Management
Georgia
$9.85M +$198K +1,273 +2%
FWA
204
FOCUS Wealth Advisors
Texas
$9.74M -$7.64K -49 -0.1%
CIA
205
Capital Investment Advisors
Georgia
$9.65M +$63.6K +408 +0.7%
VWA
206
V Wealth Advisors
Kansas
$9.21M +$485K +3,108 +6%
DC
207
DeDora Capital
California
$9.08M -$72.8K -467 -0.8%
SC
208
Scotia Capital
Ontario, Canada
$9.03M +$2.96M +18,971 +50%
GDP
209
Great Diamond Partners
Maine
$9.02M -$66.4K -426 -0.7%
BPA
210
Beacon Pointe Advisors
California
$9M +$1.12M +7,194 +14%
AL
211
Aspiriant LLC
California
$9M +$8.7M +55,791 +4,510%
RW
212
REDW Wealth
New Mexico
$8.9M +$2.03K +13 +0%
RIS
213
Retirement Income Solutions
Michigan
$8.78M +$129K +830 +2%
AFS
214
Annapolis Financial Services
Maryland
$8.72M -$16.4K -105 -0.2%
MPM
215
MBB Public Markets
Illinois
$8.67M +$850K +5,453 +11%
FFN
216
Focus Financial Network
Minnesota
$8.65M +$7.27M +46,625 +565%
AP
217
Advisors Preferred
Maryland
$8.53M -$345K -2,210 -4%
DADC
218
D.A. Davidson & Co
Montana
$8.46M -$822K -5,272 -9%
DWM
219
Darwin Wealth Management
Florida
$8.28M -$1.52M -9,737 -16%
PWMAG
220
Pinnacle Wealth Management Advisory Group
New Jersey
$8.26M +$472K +3,026 +6%
AI
221
Atria Investments
North Carolina
$8.22M +$399K +2,557 +5%
CPO
222
Cerity Partners OCIO
New York
$8.21M -$218K -1,400 -3%
EFS
223
Essex Financial Services
Connecticut
$8.09M -$52.4K -336 -0.7%
SAA
224
Southeast Asset Advisors
Georgia
$8.02M +$200K +1,281 +3%
CT
225
Caldwell Trust
Florida
$7.98M -$31.7K -203 -0.4%

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.