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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
SA
201
Stewardship Advisors
Pennsylvania
$9.86M +$450K +3,215 +5%
GT
202
Greenleaf Trust
Michigan
$9.84M
TMWM
203
Taylor & Morgan Wealth Management
Michigan
$9.76M -$284K -2,028 -3%
JBA
204
Johnson Bixby & Associates
Washington
$9.69M -$452K -3,232 -4%
LWM
205
Ledge Wealth Management
Minnesota
$9.68M +$805K +5,755 +9%
FANJ
206
Financial Architects (New Jersey)
New Jersey
$9.68M -$109K -782 -1%
HWM
207
Horizon Wealth Management
Illinois
$9.26M -$8.45M -60,405 -48%
CWA
208
Continuum Wealth Advisors
New York
$9.2M +$9.11M +65,128 New
DADC
209
D.A. Davidson & Co
Montana
$9.13M +$1.88M +13,466 +26%
IWA
210
IBEX Wealth Advisors
New Jersey
$8.94M +$5.8M +41,440 +189%
CWA
211
Clarus Wealth Advisors
Arizona
$8.91M +$2.16M +15,465 +34%
EFS
212
Essex Financial Services
Connecticut
$8.79M +$796K +5,695 +10%
TAM
213
Tucker Asset Management
Colorado
$8.76M +$1.85M +13,226 +27%
MAWA
214
Moss Adams Wealth Advisors
Washington
$8.73M +$8.65M +61,829 New
RWA
215
Redmont Wealth Advisors
Illinois
$8.67M -$48K -343 -0.6%
Carson Wealth (CWM LLC)
216
Carson Wealth (CWM LLC)
Nebraska
$8.59M -$112K -804 -1%
AWA
217
Amplius Wealth Advisors
Pennsylvania
$8.5M -$27.4M -195,668 -76%
DAM
218
Derbend Asset Management
Georgia
$8.36M +$406K +2,900 +5%
VWA
219
V Wealth Advisors
Kansas
$8.3M +$1.11M +7,903 +16%
BCG
220
Breakwater Capital Group
New Jersey
$8.3M +$8.21M +58,741 New
KWA
221
Kellett Wealth Advisors
Ohio
$8.16M +$8.08M +57,758 New
ET
222
Equitable Trust
Tennessee
$8.07M +$4.52M +32,330 +131%
GSIAS
223
Garden State Investment Advisory Services
New Jersey
$8.03M +$7.95M +56,853 New
NA
224
NewEdge Advisors
Louisiana
$8.01M +$474K +3,388 +2%
FEG
225
Financial Enhancement Group
Indiana
$8M +$7.36M +52,652 New

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.