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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
LC
351
LCNB Corp
Ohio
$7.89M +$293K +1,824 +4%
SC
352
Sepio Capital
Utah
$7.89M -$25.8M -160,657 -78%
SC
353
Scotia Capital
Ontario, Canada
$7.88M +$2.32M +14,470 +45%
JWCA
354
J.W. Cole Advisors
Florida
$7.85M +$963K +6,000 +15%
CL
355
CSS LLC
Illinois
$7.84M +$3.95M +24,600 +113%
CCFM
356
Clear Creek Financial Management
Washington
$7.74M +$4M +24,911 +120%
AIM
357
Aspen Investment Management
Michigan
$7.71M +$546K +3,398 +8%
TMWM
358
Taylor & Morgan Wealth Management
Michigan
$7.7M -$653K -4,069 -8%
RW
359
RVW Wealth
California
$7.64M -$23K -143 -0.3%
WDL
360
Well Done LLC
Michigan
$7.61M +$67.9K +423 +1%
CIA
361
Concurrent Investment Advisors
Florida
$7.61M -$5.53M -34,430 -43%
OC
362
Oppenheimer & Co
New York
$7.54M +$736K +4,586 +11%
FAG
363
Financial Advisory Group
Texas
$7.53M +$443K +2,758 +7%
RW
364
REDW Wealth
New Mexico
$7.51M -$503K -3,131 -7%
IAN
365
Integrated Advisors Network
Texas
$7.45M -$2.56M -15,957 -27%
RIS
366
Retirement Income Solutions
Michigan
$7.45M -$880K -5,480 -11%
CWM
367
Connecticut Wealth Management
Connecticut
$7.4M +$3.37K +21 +0%
LK
368
Lumbard & Kellner
New Hampshire
$7.4M -$12.2K -76 -0.2%
SFWC
369
Strategic Family Wealth Counselors
New Jersey
$7.38M +$414K +2,577 +6%
RMAM
370
Raab & Moskowitz Asset Management
New Jersey
$7.37M +$2.96M +18,428 +73%
IAA
371
Independent Advisor Alliance
North Carolina
$7.36M -$302K -1,879 -4%
IFPG
372
Intrepid Financial Planning Group
Indiana
$7.34M -$152K -944 -2%
EWA
373
EP Wealth Advisors
California
$7.26M +$1.36M +8,471 +25%
WS
374
Wedbush Securities
California
$7.25M +$4.45M +27,725 +184%
GRP
375
Global Retirement Partners
California
$7.2M +$657K +4,090 +11%

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.