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Invesco S&P 500 Equal Weight ETF

1,913 hedge funds and large institutions have $53.3B invested in Invesco S&P 500 Equal Weight ETF in 2024 Q4 according to their latest regulatory filings, with 344 funds opening new positions, 822 increasing their positions, 502 reducing their positions, and 98 closing their positions.

New
Increased
Maintained
Reduced
Closed

251% more first-time investments, than exits

New positions opened: 344 | Existing positions closed: 98

64% more repeat investments, than reductions

Existing positions increased: 822 | Existing positions reduced: 502

30% more capital invested

Capital invested by funds: $40.9B → $53.3B (+$12.4B)

13% more funds holding

Funds holding: 1,6961,913 (+217)

10% more funds holding in top 10

Funds holding in top 10: 232256 (+24)

0.92% more ownership

Funds ownership: 63.64%64.56% (+0.92%)

48% less call options, than puts

Call options by funds: $1.55B | Put options by funds: $2.99B

Holders
1,913
Holders Change
+217
Holders Change %
+12.79%
% of All Funds
25.2%
Holding in Top 10
256
Holding in Top 10 Change
+24
Holding in Top 10 Change %
+10.34%
% of All Funds
3.37%
New
344
Increased
822
Reduced
502
Closed
98
Calls
$1.55B
Puts
$2.99B
Net Calls
-$1.44B
Net Calls Change
-$120M
Name Holding Trade Value Shares
Change
Change in
Stake
CWM
226
Compass Wealth Management
Connecticut
$20M +$993K +5,491 +5%
FMWA
227
Forvis Mazars Wealth Advisors
Missouri
$20M -$3.11M -17,223 -13%
Fidelity Investments
228
Fidelity Investments
Massachusetts
$19.9M +$3.07M +16,962 +18%
GA
229
Geller Advisors
New York
$19.7M +$172K +951 +0.9%
BAAM
230
Baker Avenue Asset Management
California
$19.6M +$335K +1,851 +2%
LC
231
LTG Capital
Massachusetts
$19.6M +$459K +2,538 +2%
LBC
232
Lowe Brockenbrough & Co
Virginia
$19.5M -$316K -1,749 -2%
FLPIM
233
F.L. Putnam Investment Management
Massachusetts
$19.5M -$732K -4,048 -4%
HPC
234
HM Payson & Co
Maine
$19.4M +$144K +798 +0.7%
Jones Financial Companies
235
Jones Financial Companies
Missouri
$19.3M +$9.64M +53,310 +94%
KFBMI
236
Kentucky Farm Bureau Mutual Insurance
Kentucky
$19.3M
BlackRock
237
BlackRock
New York
$19.2M -$78.9M -436,654 -80%
NECFA
238
New England Capital Financial Advisors
Connecticut
$19.1M +$334K +1,848 +2%
MGIA
239
Matthew Goff Investment Advisor
Texas
$19.1M +$13.9K +77 +0.1%
MFG
240
Mendota Financial Group
Wisconsin
$19.1M -$5.55M -30,724 -22%
AAS
241
Avantax Advisory Services
Texas
$19M -$352K -1,948 -2%
PHS
242
PFM Health Sciences
California
$18.9M +$19.5M +108,041 New
TAM
243
Titleist Asset Management
Texas
$18.8M +$1.34M +7,390 +7%
FFG
244
Frisch Financial Group
New York
$18.7M -$2.85M -15,768 -13%
NAM
245
NTV Asset Management
West Virginia
$18.6M +$6.51K +36 +0%
LFS
246
Littlejohn Financial Services
Oregon
$18.5M +$19.1M +105,715 New
WCM
247
WealthBridge Capital Management
Ohio
$18.4M +$619K +3,422 +3%
CCA
248
Cadent Capital Advisors
Oklahoma
$18.3M +$327K +1,809 +2%
QFA
249
Quattro Financial Advisors
Texas
$18.3M +$3.98M +22,009 +28%
DCM
250
Dimension Capital Management
Florida
$18.1M +$1.34M +7,408 +8%

RSP Hedge Fund Activity: Q4 2024 in Review

1,913 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Equal Weight ETF (RSP) for Q4 2024, worth a combined $53.3B — up 30% from $40.9B a quarter earlier.

Buyers outnumbered sellers: 344 funds opened new RSP positions and 98 closed out — a net gain of 246 holders — while 822 added to existing stakes and 502 trimmed.

The largest buyer was Texas Permanent School Fund, adding an estimated $1.12B. The largest seller was NWI Management, exiting entirely with an estimated $179M sold.

  • 1,913 institutional investors held Invesco S&P 500 Equal Weight ETF (RSP) as of Q4 2024, up from 1,696 in Q3 2024.
  • Funds reported $53.3B of Invesco S&P 500 Equal Weight ETF stock for Q4 2024, up 30% quarter-over-quarter.
  • 344 funds opened new Invesco S&P 500 Equal Weight ETF positions in Q4 2024 and 98 closed out, a net change of +246 holders.
  • The largest Invesco S&P 500 Equal Weight ETF buyer in Q4 2024 was Texas Permanent School Fund, an estimated $1.12B added.
  • The largest Invesco S&P 500 Equal Weight ETF seller in Q4 2024 was NWI Management, an estimated $179M sold.

Based on aggregated 13F filings for Q4 2024.