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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
CWM
326
Cabot Wealth Management
Massachusetts
$8.66M -$67.4K -420 -0.8%
EWM
327
Evercore Wealth Management
New York
$8.6M +$4.79M +29,843 +142%
AIC
328
Archer Investment Corporation
Indiana
$8.56M +$675K +4,204 +9%
KAH
329
Kathryn A. Hall
$8.54M +$8.09M +50,405 New
SFG
330
Summit Financial Group
West Virginia
$8.51M -$214K -1,332 -3%
SI
331
Stephens Inc
Arkansas
$8.51M -$1.77M -11,023 -18%
CSPIA
332
Cary Street Partners Investment Advisory
Virginia
$8.47M +$390K +2,428 +5%
GSIAS
333
Garden State Investment Advisory Services
New Jersey
$8.44M -$1.42M -8,834 -15%
DAM
334
Derbend Asset Management
Georgia
$8.41M +$298K +1,855 +4%
PWG
335
Private Wealth Group
Florida
$8.4M -$141K -880 -2%
RWA
336
Redmont Wealth Advisors
Illinois
$8.39M -$1.12M -6,997 -12%
SSWM
337
Sheets Smith Wealth Management
North Carolina
$8.37M +$4.83M +30,103 +156%
HIA
338
Harbor Investment Advisory
Maryland
$8.3M -$846K -5,271 -10%
HTC
339
Haverford Trust Company
Pennsylvania
$8.29M +$15.7K +98 +0.2%
AWA
340
Amplius Wealth Advisors
Pennsylvania
$8.29M -$338K -2,106 -4%
IWM
341
IHT Wealth Management
Illinois
$8.29M -$2.05M -12,770 -21%
CA
342
Clearstead Advisors
Ohio
$8.25M +$852K +5,307 +12%
FFBTD
343
First Financial Bank - Trust Division
Ohio
$8.23M +$444K +2,763 +6%
FDP
344
Financiere des Professionnels
Quebec, Canada
$8.21M
PCA
345
Peddock Capital Advisors
Massachusetts
$8.05M +$296K +1,842 +4%
JBA
346
Johnson Bixby & Associates
Washington
$8.04M -$475K -2,957 -6%
Kayne Anderson Rudnick Investment Management
347
Kayne Anderson Rudnick Investment Management
California
$8.02M -$1.48M -9,199 -16%
AFS
348
Annapolis Financial Services
Maryland
$8M +$76.6K +477 +1%
LFP
349
Lakeshore Financial Planning
Michigan
$7.96M -$120K -748 -2%
CMP
350
Courage Miller Partners
Virginia
$7.9M +$191K +1,187 +3%

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.