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Invesco S&P 500 Equal Weight ETF

1,599 hedge funds and large institutions have $35.9B invested in Invesco S&P 500 Equal Weight ETF in 2024 Q2 according to their latest regulatory filings, with 148 funds opening new positions, 663 increasing their positions, 562 reducing their positions, and 102 closing their positions.

New
Increased
Maintained
Reduced
Closed

45% more first-time investments, than exits

New positions opened: 148 | Existing positions closed: 102

18% more repeat investments, than reductions

Existing positions increased: 663 | Existing positions reduced: 562

6% more capital invested

Capital invested by funds: $34B → $35.9B (+$1.91B)

5.37% more ownership

Funds ownership: 63.49%68.85% (+5.4%)

1% more funds holding

Funds holding: 1,5771,599 (+22)

5% less funds holding in top 10

Funds holding in top 10: 211200 (-11)

27% less call options, than puts

Call options by funds: $752M | Put options by funds: $1.02B

Holders
1,599
Holders Change
+22
Holders Change %
+1.4%
% of All Funds
23.09%
Holding in Top 10
200
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-5.21%
% of All Funds
2.89%
New
148
Increased
663
Reduced
562
Closed
102
Calls
$752M
Puts
$1.02B
Net Calls
-$272M
Net Calls Change
+$382M
Name Holding Trade Value Shares
Change
Change in
Stake
CIBC World Market
226
CIBC World Market
Ontario, Canada
$15.5M -$5.61M -34,083 -27%
AI
227
Atria Investments
North Carolina
$15.4M +$2.42M +14,696 +19%
HWAM
228
Hennion & Walsh Asset Management
New Jersey
$15.3M +$34.5K +210 +0.2%
AFS
229
Aft Forsyth & Sober
Florida
$15.3M +$37K +225 +0.2%
BWP
230
Bernardo Wealth Planning
Pennsylvania
$15.1M +$737K +4,481 +5%
PC
231
Port Capital
Illinois
$14.8M -$235K -1,427 -2%
AWS
232
Atria Wealth Solutions
New York
$14.5M -$3.29M -20,020 -19%
Toronto Dominion Bank
233
Toronto Dominion Bank
Ontario, Canada
$14.4M +$14.5M +87,950 New
CAL
234
Capital Advisors Ltd
Ohio
$14.4M +$503K +3,055 +4%
PAM
235
Peak Asset Management
Colorado
$14.4M +$517K +3,144 +4%
CIAS
236
Capital Investment Advisory Services
North Carolina
$14.3M -$221K -1,341 -2%
CI
237
CX Institutional
Indiana
$14.3M -$82.6K -502 -0.6%
Fidelity Investments
238
Fidelity Investments
Massachusetts
$14.2M +$2.04M +12,376 +17%
CWAG
239
Compton Wealth Advisory Group
Virginia
$14.1M +$186K +1,133 +1%
DCM
240
Dimension Capital Management
Florida
$14.1M +$1.74M +10,601 +14%
BCG
241
Breakwater Capital Group
New Jersey
$14.1M +$361K +2,195 +3%
EFS
242
Essex Financial Services
Connecticut
$14M +$1.44M +8,733 +12%
SPC
243
Sigma Planning Corp
Michigan
$14M +$303K +1,841 +2%
ST
244
Sageworth Trust
Pennsylvania
$13.9M +$737K +4,480 +6%
SWMG
245
Sard Wealth Management Group
Georgia
$13.8M +$9.46M +57,534 +215%
ASN
246
Advisory Services Network
Georgia
$13.4M -$5.41M -32,881 -29%
AWP
247
Ascent Wealth Partners
New York
$13.3M +$307K +1,866 +2%
GCM
248
Granby Capital Management
Florida
$13.1M
BFA
249
Bright Financial Advisors
Michigan
$12.9M +$12.9M +78,364 New
MWA
250
Muirfield Wealth Advisors
North Carolina
$12.8M +$523K +3,178 +4%

RSP Hedge Fund Activity: Q2 2024 in Review

1,599 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Equal Weight ETF (RSP) for Q2 2024, worth a combined $35.9B — up 5.6% from $34B a quarter earlier.

Buyers outnumbered sellers: 148 funds opened new RSP positions and 102 closed out — a net gain of 46 holders — while 663 added to existing stakes and 562 trimmed.

The largest buyer was Northwestern Mutual Wealth Management, adding an estimated $3.02B. The largest seller was Clal Insurance, exiting entirely with an estimated $587M sold.

  • 1,599 institutional investors held Invesco S&P 500 Equal Weight ETF (RSP) as of Q2 2024, up from 1,577 in Q1 2024.
  • Funds reported $35.9B of Invesco S&P 500 Equal Weight ETF stock for Q2 2024, up 5.6% quarter-over-quarter.
  • 148 funds opened new Invesco S&P 500 Equal Weight ETF positions in Q2 2024 and 102 closed out, a net change of +46 holders.
  • The largest Invesco S&P 500 Equal Weight ETF buyer in Q2 2024 was Northwestern Mutual Wealth Management, an estimated $3.02B added.
  • The largest Invesco S&P 500 Equal Weight ETF seller in Q2 2024 was Clal Insurance, an estimated $587M sold.

Based on aggregated 13F filings for Q2 2024.