Invesco S&P 500 Equal Weight ETF
1,334 hedge funds and large institutions have $25B invested in Invesco S&P 500 Equal Weight ETF in 2023 Q3 according to their latest regulatory filings, with 152 funds opening new positions, 573 increasing their positions, 412 reducing their positions, and 88 closing their positions.
73% more first-time investments, than exits
New positions opened: 152 | Existing positions closed: 88
39% more repeat investments, than reductions
Existing positions increased: 573 | Existing positions reduced: 412
5% more funds holding in top 10
Funds holding in top 10: 149 → 156 (+7)
3% more funds holding
Funds holding: 1,289 → 1,334 (+45)
1% more ownership
Funds ownership: 61.2% → 62.2% (+1%)
5% more capital invested
Capital invested by funds: $23.9B → $25B (+$1.08B)
63% less call options, than puts
Call options by funds: $107M | Put options by funds: $292M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$322M |
| 2 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$316M |
| 3 |
Citigroup
New York
|
+$274M |
| 4 |
Bank of New York Mellon
New York
|
+$231M |
| 5 |
CTC
Chai Trust Company
Chicago,
Illinois
|
+$230M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CI
Clal Insurance
Tel-Aviv,
Israel
|
-$1.07B |
| 2 |
JP Morgan Chase
New York
|
-$417M |
| 3 |
Jane Street
New York
|
-$47.1M |
| 4 |
AI
AdvisorShares Investments
Bethesda,
Maryland
|
-$42.3M |
| 5 |
MA
MJP Associates
Farmington,
Connecticut
|
-$33.2M |
RSP Hedge Fund Activity: Q3 2023 in Review
1,334 of the 6,310 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Equal Weight ETF (RSP) for Q3 2023, worth a combined $25B — up 4.5% from $23.9B a quarter earlier.
Buyers outnumbered sellers: 152 funds opened new RSP positions and 88 closed out — a net gain of 64 holders — while 573 added to existing stakes and 412 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $322M. The largest seller was Clal Insurance, exiting entirely with an estimated $1.07B sold.
- 1,334 institutional investors held Invesco S&P 500 Equal Weight ETF (RSP) as of Q3 2023, up from 1,289 in Q2 2023.
- Funds reported $25B of Invesco S&P 500 Equal Weight ETF stock for Q3 2023, up 4.5% quarter-over-quarter.
- 152 funds opened new Invesco S&P 500 Equal Weight ETF positions in Q3 2023 and 88 closed out, a net change of +64 holders.
- The largest Invesco S&P 500 Equal Weight ETF buyer in Q3 2023 was Morgan Stanley, an estimated $322M added.
- The largest Invesco S&P 500 Equal Weight ETF seller in Q3 2023 was Clal Insurance, an estimated $1.07B sold.
Based on aggregated 13F filings for Q3 2023.