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Invesco S&P 500 Equal Weight ETF

1,577 hedge funds and large institutions have $34B invested in Invesco S&P 500 Equal Weight ETF in 2024 Q1 according to their latest regulatory filings, with 191 funds opening new positions, 689 increasing their positions, 492 reducing their positions, and 104 closing their positions.

New
Increased
Maintained
Reduced
Closed

84% more first-time investments, than exits

New positions opened: 191 | Existing positions closed: 104

40% more repeat investments, than reductions

Existing positions increased: 689 | Existing positions reduced: 492

4% more funds holding in top 10

Funds holding in top 10: 202211 (+9)

4% more funds holding

Funds holding: 1,5121,577 (+65)

1% less capital invested

Capital invested by funds: $34.4B → $34B (-$393M)

6.17% less ownership

Funds ownership: 69.66%63.49% (-6.2%)

48% less call options, than puts

Call options by funds: $705M | Put options by funds: $1.36B

Holders
1,577
Holders Change
+65
Holders Change %
+4.3%
% of All Funds
22.72%
Holding in Top 10
211
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+4.46%
% of All Funds
3.04%
New
191
Increased
689
Reduced
492
Closed
104
Calls
$705M
Puts
$1.36B
Net Calls
-$655M
Net Calls Change
-$2.14B
Name Holding Trade Value Shares
Change
Change in
Stake
CPL
301
Corecam Pte Ltd
$9.97M +$9.45M +58,850 New
FRA
302
Frank Rimerman Advisors
California
$9.9M +$232K +1,447 +3%
Verition Fund Management
303
Verition Fund Management
Connecticut
$9.9M +$2.8M +17,434 +43%
Franklin Resources
304
Franklin Resources
California
$9.71M +$645K +4,018 +8%
BFA
305
BBJS Financial Advisors
Washington
$9.62M +$6.63M +41,278 +266%
SI
306
SimpliFi Inc
California
$9.62M +$9.12M +56,784 New
CWM
307
Chicago Wealth Management
Illinois
$9.6M +$33.6K +209 +0.4%
CIC
308
Carnegie Investment Counsel
Ohio
$9.55M +$285K +1,774 +3%
LRPA
309
L. Roy Papp & Associates
Arizona
$9.53M +$795K +4,953 +10%
SLC
310
Second Line Capital
Louisiana
$9.48M +$2.86M +17,825 +47%
DAS
311
Dynamic Advisor Solutions
Arizona
$9.46M +$217K +1,352 +2%
KHCM
312
Kirtland Hills Capital Management
Ohio
$9.38M +$9.16M +57,029 New
PSFG
313
Prairie Sky Financial Group
Illinois
$9.35M -$160K -997 -2%
RA
314
Ruggaard & Associates
Ohio
$9.33M +$297K +1,847 +3%
Envestnet Portfolio Solutions
315
Envestnet Portfolio Solutions
Illinois
$9.33M -$3.03M -18,848 -25%
TWA
316
Tandem Wealth Advisors
Arizona
$9.33M +$1.61M +10,036 +22%
BCM
317
Basso Capital Management
Connecticut
$9.27M +$1.91M +11,912 +28%
SWP
318
Strategic Wealth Partners
Ohio
$9.25M +$944K +5,876 +12%
SFC
319
Strategic Financial Concepts
Texas
$9.12M +$3.26M +20,274 +60%
BIP
320
Blue Investment Partners
California
$9.01M +$697K +4,343 +9%
WC
321
Wexford Capital
Florida
$8.93M +$8.46M +52,705 New
IIA
322
IPG Investment Advisors
California
$8.81M -$1.78M -11,085 -18%
SG Americas Securities
323
SG Americas Securities
New York
$8.79M +$8.33M +51,896 New
MAWA
324
Moss Adams Wealth Advisors
Washington
$8.77M -$1.35M -8,392 -14%
DC
325
DeDora Capital
California
$8.72M -$17.5K -109 -0.2%

RSP Hedge Fund Activity: Q1 2024 in Review

1,577 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Equal Weight ETF (RSP) for Q1 2024, worth a combined $34B — down 1.1% from $34.4B a quarter earlier.

Buyers outnumbered sellers: 191 funds opened new RSP positions and 104 closed out — a net gain of 87 holders — while 689 added to existing stakes and 492 trimmed.

The largest buyer was Bank of America, adding an estimated $543M. The largest seller was Morgan Stanley, cutting an estimated $3.26B.

  • 1,577 institutional investors held Invesco S&P 500 Equal Weight ETF (RSP) as of Q1 2024, up from 1,512 in Q4 2023.
  • Funds reported $34B of Invesco S&P 500 Equal Weight ETF stock for Q1 2024, down 1.1% quarter-over-quarter.
  • 191 funds opened new Invesco S&P 500 Equal Weight ETF positions in Q1 2024 and 104 closed out, a net change of +87 holders.
  • The largest Invesco S&P 500 Equal Weight ETF buyer in Q1 2024 was Bank of America, an estimated $543M added.
  • The largest Invesco S&P 500 Equal Weight ETF seller in Q1 2024 was Morgan Stanley, an estimated $3.26B sold.

Based on aggregated 13F filings for Q1 2024.