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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
GWM
376
Geneos Wealth Management
Colorado
$7.19M -$816K -5,081 -11%
BBPWM
377
Blue Bell Private Wealth Management
Pennsylvania
$7.17M +$5.94K +37 +0.1%
GWMR
378
GC Wealth Management RIA
Massachusetts
$7.16M +$189K +1,180 +3%
AP
379
Advisors Preferred
Maryland
$7.12M -$208K -1,294 -3%
HIIFS
380
Harel Insurance Investments & Financial Services
Israel
$7.12M -$1.36M -8,469 -17%
AF
381
Allworth Financial
California
$7.05M +$821K +5,115 +14%
NL
382
NWAM LLC
Washington
$7M -$25.5K -159 -0.4%
LWA
383
Lantern Wealth Advisors
New York
$6.97M +$48.5K +302 +0.7%
AA
384
Ancora Advisors
Ohio
$6.95M +$328K +2,041 +5%
WAP
385
Wealthcare Advisory Partners
Pennsylvania
$6.86M +$4.29M +26,736 +195%
BCM
386
Brookstone Capital Management
Illinois
$6.79M +$766K +4,772 +14%
HA
387
Herold Advisors
New York
$6.77M -$9.31K -58 -0.1%
BCI
388
Brinker Capital Investments
Pennsylvania
$6.77M +$809K +5,038 +14%
OPS
389
Orion Portfolio Solutions
Nebraska
$6.77M +$809K +5,038 +14%
CFMC
390
Curbstone Financial Management Corp
New Hampshire
$6.7M +$143K +890 +2%
SMH
391
Sanders Morris Harris
Texas
$6.67M -$3.36M -20,953 -65%
FG
392
Fiduciary Group
Georgia
$6.66M +$147K +914 +2%
IC
393
IEQ Capital
California
$6.64M +$229K +1,423 +4%
Northern Trust
394
Northern Trust
Illinois
$6.62M +$976K +6,077 +18%
NC
395
NovaPoint Capital
Georgia
$6.6M +$1.87M +11,638 +43%
USCWA
396
U.S. Capital Wealth Advisors
Texas
$6.58M +$862K +5,369 +16%
ORL
397
Oak Root LLC
California
$6.55M +$1.1M +6,862 +22%
CS
398
Credit Suisse
Switzerland
$6.54M +$149K +927 +2%
AEPWM
399
Atlantic Edge Private Wealth Management
Florida
$6.54M +$286K +1,781 +5%
DC
400
Darrow Company
Massachusetts
$6.49M -$36.5K -227 -0.6%

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.