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Invesco S&P 500 Equal Weight ETF

1,512 hedge funds and large institutions have $34.4B invested in Invesco S&P 500 Equal Weight ETF in 2023 Q4 according to their latest regulatory filings, with 292 funds opening new positions, 604 increasing their positions, 426 reducing their positions, and 89 closing their positions.

New
Increased
Maintained
Reduced
Closed

228% more first-time investments, than exits

New positions opened: 292 | Existing positions closed: 89

180% more call options, than puts

Call options by funds: $2.31B | Put options by funds: $826M

42% more repeat investments, than reductions

Existing positions increased: 604 | Existing positions reduced: 426

38% more capital invested

Capital invested by funds: $25B → $34.4B (+$9.46B)

29% more funds holding in top 10

Funds holding in top 10: 156202 (+46)

14% more funds holding

Funds holding: 1,3311,512 (+181)

7.46% more ownership

Funds ownership: 62.2%69.66% (+7.5%)

Holders
1,512
Holders Change
+181
Holders Change %
+13.6%
% of All Funds
22.04%
Holding in Top 10
202
Holding in Top 10 Change
+46
Holding in Top 10 Change %
+29.49%
% of All Funds
2.95%
New
292
Increased
604
Reduced
426
Closed
89
Calls
$2.31B
Puts
$826M
Net Calls
+$1.49B
Net Calls Change
+$1.67B
Name Holding Trade Value Shares
Change
Change in
Stake
SAS
451
Stelac Advisory Services
New York
$4.86M +$339K +2,333 +8%
MIA
452
Milestone Investment Advisors
Wisconsin
$4.78M -$6.25K -43 -0.1%
CA
453
CoreCap Advisors
Michigan
$4.77M +$1.77M +12,194 +68%
LFAS
454
Level Four Advisory Services
Texas
$4.75M +$732K +5,040 +20%
NL
455
Navalign LLC
California
$4.75M +$307K +2,113 +8%
MSWMA
456
Market Street Wealth Management Advisors
Indiana
$4.73M -$439K -3,023 -9%
PCM
457
Parsons Capital Management
Rhode Island
$4.7M +$58.3K +401 +1%
MA
458
Modus Advisors
Minnesota
$4.69M +$66.7K +459 +2%
MA
459
MONECO Advisors
Connecticut
$4.67M +$705K +4,855 +20%
DFG
460
Dupree Financial Group
Kentucky
$4.67M +$4.3M +29,599 New
MIFH
461
Migdal Insurance & Financial Holdings
Israel
$4.66M +$3.55M +24,468 +485%
WFA
462
Wellspring Financial Advisors
Ohio
$4.66M -$309K -2,126 -7%
BWM
463
Birchcreek Wealth Management
Ohio
$4.64M +$473K +3,255 +12%
BBL
464
Beck Bode LLC
Massachusetts
$4.54M -$107K -736 -2%
SCM
465
Sage Capital Management
New Jersey
$4.49M +$4.13M +28,443 New
EGA
466
E&G Advisors
Texas
$4.48M +$502K +3,454 +14%
FNT
467
First National Trust
Pennsylvania
$4.47M +$1.33M +9,136 +48%
GAI
468
General American Investors
New York
$4.44M
WP
469
WealthPLAN Partners
Nebraska
$4.42M +$1.71M +11,759 +72%
LSPW
470
Lake Street Private Wealth
Illinois
$4.37M +$3.31M +22,804 +466%
UCFA
471
United Capital Financial Advisors
Texas
$4.34M -$399K -2,749 -9%
FBB
472
Fulton Breakefield Broenniman
Maryland
$4.32M -$253K -1,742 -6%
NC
473
NovaPoint Capital
Georgia
$4.31M +$2.74M +18,846 +222%
EAM
474
Erste Asset Management
Austria
$4.28M
CWC
475
Carolinas Wealth Consulting
North Carolina
$4.27M -$61K -420 -2%

RSP Hedge Fund Activity: Q4 2023 in Review

1,512 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Equal Weight ETF (RSP) for Q4 2023, worth a combined $34.4B — up 38% from $25B a quarter earlier.

Buyers outnumbered sellers: 292 funds opened new RSP positions and 89 closed out — a net gain of 203 holders — while 604 added to existing stakes and 426 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $3.78B. The largest seller was Varma Mutual Pension Insurance Co, exiting entirely with an estimated $394M sold.

  • 1,512 institutional investors held Invesco S&P 500 Equal Weight ETF (RSP) as of Q4 2023, up from 1,331 in Q3 2023.
  • Funds reported $34.4B of Invesco S&P 500 Equal Weight ETF stock for Q4 2023, up 38% quarter-over-quarter.
  • 292 funds opened new Invesco S&P 500 Equal Weight ETF positions in Q4 2023 and 89 closed out, a net change of +203 holders.
  • The largest Invesco S&P 500 Equal Weight ETF buyer in Q4 2023 was Morgan Stanley, an estimated $3.78B added.
  • The largest Invesco S&P 500 Equal Weight ETF seller in Q4 2023 was Varma Mutual Pension Insurance Co, an estimated $394M sold.

Based on aggregated 13F filings for Q4 2023.