We are live on ! Find out more
RSP icon

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
HWM
451
HB Wealth Management
Georgia
$5.48M +$246K +1,535 +5%
BMCM
452
Bryn Mawr Capital Management
Pennsylvania
$5.47M -$891K -5,549 -15%
AAS
453
Ameritas Advisory Services
Nebraska
$5.47M +$3.18M +19,832 +146%
OA
454
Oxbow Advisors
Texas
$5.47M +$43K +268 +0.8%
CAIMH
455
Central Asset Investments & Management Holdings
Hong Kong
$5.46M -$3.55M -22,100 -41%
GF
456
Gries Financial
Ohio
$5.44M +$2.85M +17,775 +124%
SMC
457
Smith, Moore & Co
Missouri
$5.43M +$64.6K +402 +1%
HWM
458
Horizon Wealth Management
Illinois
$5.38M -$10.3K -64 -0.2%
MA
459
Modus Advisors
Minnesota
$5.35M +$295K +1,838 +6%
LA
460
LM Advisors
California
$5.33M +$1.93M +11,988 +56%
RWA
461
Redhawk Wealth Advisors
Minnesota
$5.33M -$14.5K -90 -0.3%
Charles Schwab
462
Charles Schwab
California
$5.33M
FNT
463
First National Trust
Pennsylvania
$5.33M +$502K +3,127 +11%
PFS
464
Prospera Financial Services
Texas
$5.33M -$1.88M -11,686 -27%
Cohen & Steers
465
Cohen & Steers
New York
$5.29M -$1.28M -8,000 -20%
IMC Chicago
466
IMC Chicago
Illinois
$5.26M +$4.99M +31,069 New
SCM
467
Shapiro Capital Management
Georgia
$5.18M +$4.91M +30,600 New
TWM
468
TMD Wealth Management
Arizona
$5.16M -$6.69M -41,636 -58%
BWM
469
Birchcreek Wealth Management
Ohio
$5.15M +$161K +1,001 +3%
BFWA
470
Benchmark Financial Wealth Advisors
Florida
$5.15M -$521K -3,242 -10%
SHIM
471
Stone House Investment Management
Pennsylvania
$5.14M -$9.29M -57,876 -66%
GA
472
GFS Advisors
Texas
$5.13M -$81.1K -505 -2%
DFG
473
Dupree Financial Group
Kentucky
$5.1M +$81.3K +506 +2%
MIA
474
Milestone Investment Advisors
Wisconsin
$5.08M -$49K -305 -1%
AFS
475
Access Financial Services
Minnesota
$5.07M +$1.15M +7,168 +31%

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.