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Invesco S&P 500 Equal Weight ETF
RSP

1,696 hedge funds and large institutions have $40.9B invested in Invesco S&P 500 Equal Weight ETF in 2024 Q3 according to their latest regulatory filings, with 211 funds opening new positions, 772 increasing their positions, 486 reducing their positions, and 87 closing their positions.

New
Increased
Maintained
Reduced
Closed

143% more first-time investments, than exits

New positions opened: 211 | Existing positions closed: 87

59% more repeat investments, than reductions

Existing positions increased: 772 | Existing positions reduced: 486

16% more funds holding in top 10

Funds holding in top 10: 200 → 232 (+32)

14% more capital invested

Capital invested by funds: $35.9B → $40.9B (+$4.96B)

6% more funds holding

Funds holding: 1,599 → 1,696 (+97)

5.22% less ownership

Funds ownership: 68.85% → 63.64% (-5.2%)

75% less call options, than puts

Call options by funds: $436M | Put options by funds: $1.76B

Holders
1,696
Holders Change
+97
Holders Change %
+6.07%
% of All Funds
24.35%
Holding in Top 10
232
Holding in Top 10 Change
+32
Holding in Top 10 Change %
+16%
% of All Funds
3.33%
New
211
Increased
772
Reduced
486
Closed
87
Calls
$436M
Puts
$1.76B
Net Calls
-$1.32B
Net Calls Change
-$1.05B

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$430M
2
ERSOT
Employees Retirement System of Texas
Texas
+$351M
3
TPSF
Texas Permanent School Fund
Texas
+$333M
4
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$309M
5
CM
Cercano Management
Washington
+$204M

Top Sellers

Rank Fund Capital Flow
1
SFC
Strategic Financial Concepts
Texas
-$1.09B
2
Truist Financial
Truist Financial
North Carolina
-$351M
3
Goldman Sachs
Goldman Sachs
New York
-$239M
4
US Bancorp
US Bancorp
Minnesota
-$224M
5
CIA
Choate Investment Advisors
Massachusetts
-$166M
Name Holding Trade Value Shares
Change 		Change in
Stake
HighTower Advisors
26
HighTower Advisors
Illinois
$237M +$5.03M +29,420 +2%
Commonwealth Equity Services
27
Commonwealth Equity Services
Massachusetts
$221M +$733K +4,293 +0.3%
Osaic Holdings
28
Osaic Holdings
Arizona
$200M +$9.24M +54,105 +5%
NM
29
NWI Management
New York
$179M +$171M +1,000,000 New
SEI Investments
30
SEI Investments
Pennsylvania
$173M -$1.05M -6,157 -0.6%
Stifel Financial
31
Stifel Financial
Missouri
$172M +$7.46M +43,644 +5%
Rockefeller Capital Management
32
Rockefeller Capital Management
New York
$160M -$694K -4,063 -0.5%
SGDR
33
SPX Gestao de Recursos
Brazil
$160M +$143M +839,150 +1,503%
Cerity Partners
34
Cerity Partners
New York
$160M +$21.3M +124,590 +16%
HI
35
Horizon Investments
North Carolina
$158M +$118M +691,313 +360%
KAS
36
Kestra Advisory Services
Texas
$145M +$4.67M +27,353 +3%
TD Asset Management
37
TD Asset Management
Ontario, Canada
$139M +$133M +776,776 New
US Bancorp
38
US Bancorp
Minnesota
$138M -$224M -1,312,715 -63%
STA
39
Summit Trail Advisors
New York
$132M +$11.7M +68,351 +10%
Focus Partners Wealth
40
Focus Partners Wealth
Massachusetts
$129M -$11.3M -65,976 -8%
VFA
41
Valeo Financial Advisors
Indiana
$124M -$8.98M -52,540 -7%
FT
42
Fiduciary Trust
Massachusetts
$122M -$30.9M -180,983 -21%
CWM
43
Congress Wealth Management
Massachusetts
$120M +$113M +663,373 +15,904%
Cambridge Investment Research Advisors
44
Cambridge Investment Research Advisors
Iowa
$118M +$5.82M +34,069 +5%
Barclays
45
Barclays
United Kingdom
$116M +$10.6M +61,928 +11%
Janney Montgomery Scott
46
Janney Montgomery Scott
Pennsylvania
$116M -$12.7M -74,189 -10%
Brown Advisory
47
Brown Advisory
Maryland
$107M +$12.6M +74,037 +14%
Members Trust
48
Members Trust
Florida
$106M -$6.94M -40,643 -6%
CAG
49
Csenge Advisory Group
Florida
$102M +$5.02M +29,398 +5%
PAG
50
Private Advisor Group
New Jersey
$101M +$7.47M +43,705 +8%
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RSP Hedge Fund Activity: Q3 2024 in Review

1,696 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Equal Weight ETF (RSP) for Q3 2024, worth a combined $40.9B — up 14% from $35.9B a quarter earlier.

Buyers outnumbered sellers: 211 funds opened new RSP positions and 87 closed out — a net gain of 124 holders — while 772 added to existing stakes and 486 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $430M. The largest seller was Strategic Financial Concepts, cutting an estimated $1.09B.

  • 1,696 institutional investors held Invesco S&P 500 Equal Weight ETF (RSP) as of Q3 2024, up from 1,599 in Q2 2024.
  • Funds reported $40.9B of Invesco S&P 500 Equal Weight ETF stock for Q3 2024, up 14% quarter-over-quarter.
  • 211 funds opened new Invesco S&P 500 Equal Weight ETF positions in Q3 2024 and 87 closed out, a net change of +124 holders.
  • The largest Invesco S&P 500 Equal Weight ETF buyer in Q3 2024 was Morgan Stanley, an estimated $430M added.
  • The largest Invesco S&P 500 Equal Weight ETF seller in Q3 2024 was Strategic Financial Concepts, an estimated $1.09B sold.

Based on aggregated 13F filings for Q3 2024.