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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
AWA
1
Arete Wealth Advisors
Illinois
$89.3B +$12.9M +92,481 +17%
Morgan Stanley
2
Morgan Stanley
New York
$2.09B +$206M +1,474,149 +11%
Bank of America
3
Bank of America
North Carolina
$1.69B +$325M +2,326,405 +24%
Truist Financial
4
Truist Financial
North Carolina
$891M +$61.3M +438,697 +7%
Wells Fargo
5
Wells Fargo
California
$798M +$88.4M +632,218 +13%
UBS Group
6
UBS Group
Switzerland
$782M +$77.9M +556,793 +11%
KeyBank National Association
7
KeyBank National Association
Ohio
$653M -$1.25M -8,944 -0.2%
Goldman Sachs
8
Goldman Sachs
New York
$542M +$7.11M +50,830 +1%
US Bancorp
9
US Bancorp
Minnesota
$445M +$149M +1,062,113 +51%
LPL Financial
10
LPL Financial
California
$424M +$54M +386,109 +15%
Invesco
11
Invesco
Georgia
$398M +$66.8M +477,471 +20%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$357M +$1.77M +12,692 +0.5%
Northwestern Mutual Wealth Management
13
Northwestern Mutual Wealth Management
Wisconsin
$338M +$37.4M +267,243 +13%
CIA
14
Choate Investment Advisors
Massachusetts
$326M -$6.34M -45,361 -2%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$299M +$11.5M +82,461 +4%
RJFSA
16
Raymond James Financial Services Advisors
Florida
$286M +$86.9M +621,654 +44%
Ameriprise
17
Ameriprise
Minnesota
$258M +$19M +135,803 +8%
JMPWA
18
JP Morgan Private Wealth Advisors
California
$234M +$40.1M +287,101 +21%
RJA
19
Raymond James & Associates
Florida
$217M +$25.6M +183,415 +14%
LIA
20
LBMC Investment Advisors
Tennessee
$195M -$2.89M -20,662 -1%
SEI Investments
21
SEI Investments
Pennsylvania
$167M -$38.1M -272,114 -19%
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$158M +$26.3M +187,842 +20%
Osaic Holdings
23
Osaic Holdings
Arizona
$138M +$21M +150,174 +18%
HighTower Advisors
24
HighTower Advisors
Illinois
$130M +$670K +4,793 +0.5%
FT
25
Fiduciary Trust
Massachusetts
$128M +$8.85M +63,304 +8%

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.