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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
Morgan Stanley
1
Morgan Stanley
New York
$1.84B -$48.8M -313,245 -3%
Bank of America
2
Bank of America
North Carolina
$1.54B +$114M +729,133 +8%
Goldman Sachs
3
Goldman Sachs
New York
$857M +$151M +970,090 +22%
Wells Fargo
4
Wells Fargo
California
$798M +$79.7M +510,904 +11%
Truist Financial
5
Truist Financial
North Carolina
$740M +$228M +1,459,261 +45%
UBS Group
6
UBS Group
Switzerland
$724M +$31.2M +200,094 +5%
JP Morgan Chase
7
JP Morgan Chase
New York
$717M -$314M -2,015,768 -31%
KeyBank National Association
8
KeyBank National Association
Ohio
$695M +$48.7M +312,084 +8%
CIA
9
Choate Investment Advisors
Massachusetts
$492M +$204M +1,306,888 +72%
Invesco
10
Invesco
Georgia
$382M +$8.77M +56,223 +2%
LPL Financial
11
LPL Financial
California
$361M +$72.7M +466,398 +26%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$351M +$34.3M +220,150 +11%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$345M +$12.3M +79,194 +4%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
14
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$279M -$62.4M -400,000 -18%
Northwestern Mutual Wealth Management
15
Northwestern Mutual Wealth Management
Wisconsin
$275M +$17.1M +109,359 +7%
Canada Pension Plan Investment Board
16
Canada Pension Plan Investment Board
Ontario, Canada
$269M +$51.5M +330,000 +24%
Ameriprise
17
Ameriprise
Minnesota
$234M +$17.5M +111,999 +8%
SEI Investments
18
SEI Investments
Pennsylvania
$229M +$1.65M +10,611 +0.7%
LIA
19
LBMC Investment Advisors
Tennessee
$229M +$4.72M +30,291 +2%
US Bancorp
20
US Bancorp
Minnesota
$226M +$216M +1,385,335 +2,771%
RJFSA
21
Raymond James Financial Services Advisors
Florida
$208M +$28.9M +185,520 +16%
RJA
22
Raymond James & Associates
Florida
$208M -$7.6M -48,722 -4%
HI
23
Horizon Investments
North Carolina
$198M +$40.7M +261,337 +26%
JMPWA
24
JP Morgan Private Wealth Advisors
California
$189M +$36.6M +234,515 +24%
HighTower Advisors
25
HighTower Advisors
Illinois
$157M +$29.1M +186,837 +23%

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.