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Invesco S&P 500 Equal Weight ETF

1,913 hedge funds and large institutions have $53.3B invested in Invesco S&P 500 Equal Weight ETF in 2024 Q4 according to their latest regulatory filings, with 344 funds opening new positions, 822 increasing their positions, 502 reducing their positions, and 98 closing their positions.

New
Increased
Maintained
Reduced
Closed

251% more first-time investments, than exits

New positions opened: 344 | Existing positions closed: 98

64% more repeat investments, than reductions

Existing positions increased: 822 | Existing positions reduced: 502

30% more capital invested

Capital invested by funds: $40.9B → $53.3B (+$12.4B)

13% more funds holding

Funds holding: 1,6961,913 (+217)

10% more funds holding in top 10

Funds holding in top 10: 232256 (+24)

0.92% more ownership

Funds ownership: 63.64%64.56% (+0.92%)

48% less call options, than puts

Call options by funds: $1.55B | Put options by funds: $2.99B

Holders
1,913
Holders Change
+217
Holders Change %
+12.79%
% of All Funds
25.2%
Holding in Top 10
256
Holding in Top 10 Change
+24
Holding in Top 10 Change %
+10.34%
% of All Funds
3.37%
New
344
Increased
822
Reduced
502
Closed
98
Calls
$1.55B
Puts
$2.99B
Net Calls
-$1.44B
Net Calls Change
-$120M
Name Holding Trade Value Shares
Change
Change in
Stake
MA
526
Modus Advisors
Minnesota
$5.76M +$196K +1,083 +3%
MFG
527
Magnus Financial Group
New York
$5.76M +$146K +805 +3%
SMC
528
Smith, Moore & Co
Missouri
$5.74M +$61.3K +339 +1%
BCA
529
Bay Colony Advisors
Massachusetts
$5.74M +$958K +5,298 +19%
TFS
530
Thoroughbred Financial Services
Tennessee
$5.73M +$515K +2,848 +10%
IHL
531
Investment House LLC
California
$5.72M +$1.56M +8,634 +36%
DWA
532
Delta Wealth Advisors
Indiana
$5.69M +$172K +953 +3%
CCM
533
Ciovacco Capital Management
Georgia
$5.68M -$152K -843 -3%
NL
534
NWAM LLC
Washington
$5.65M -$706K -3,903 -11%
STFP
535
Signal Tree Financial Partners
Ohio
$5.63M +$5.81M +32,114 New
FTWA
536
Fifth Third Wealth Advisors
Ohio
$5.61M +$1.65M +9,125 +40%
BCP
537
Blue Chip Partners
Michigan
$5.6M +$4.52M +25,012 +359%
PWM
538
PMG Wealth Management
Illinois
$5.6M +$5.78M +31,977 New
BWM
539
Birchcreek Wealth Management
Ohio
$5.59M +$159K +879 +3%
CA
540
CapWealth Advisors
Tennessee
$5.57M +$10.7K +59 +0.2%
CWA
541
CM Wealth Advisors
Ohio
$5.57M +$864K +4,777 +18%
SIA
542
SkyView Investment Advisors
New Jersey
$5.55M +$4.19M +23,200 +273%
GWP
543
Gateway Wealth Partners
Wisconsin
$5.55M +$504K +2,785 +10%
GSAM
544
Grant Street Asset Management
Pennsylvania
$5.54M +$171K +948 +3%
SSW
545
Stone Summit Wealth
Florida
$5.49M +$662K +3,663 +13%
CA
546
Cannon Advisors
North Carolina
$5.49M +$49.4K +273 +0.9%
AM
547
AGF Management
Ontario, Canada
$5.47M +$461K +2,548 +9%
VAMG
548
Voisard Asset Management Group
Michigan
$5.46M -$5.9M -32,648 -51%
IF
549
Ironwood Financial
Arizona
$5.44M +$633K +3,500 +13%
IC
550
Inkwell Capital
Florida
$5.42M +$5.59M +30,906 New

RSP Hedge Fund Activity: Q4 2024 in Review

1,913 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Equal Weight ETF (RSP) for Q4 2024, worth a combined $53.3B — up 30% from $40.9B a quarter earlier.

Buyers outnumbered sellers: 344 funds opened new RSP positions and 98 closed out — a net gain of 246 holders — while 822 added to existing stakes and 502 trimmed.

The largest buyer was Texas Permanent School Fund, adding an estimated $1.12B. The largest seller was NWI Management, exiting entirely with an estimated $179M sold.

  • 1,913 institutional investors held Invesco S&P 500 Equal Weight ETF (RSP) as of Q4 2024, up from 1,696 in Q3 2024.
  • Funds reported $53.3B of Invesco S&P 500 Equal Weight ETF stock for Q4 2024, up 30% quarter-over-quarter.
  • 344 funds opened new Invesco S&P 500 Equal Weight ETF positions in Q4 2024 and 98 closed out, a net change of +246 holders.
  • The largest Invesco S&P 500 Equal Weight ETF buyer in Q4 2024 was Texas Permanent School Fund, an estimated $1.12B added.
  • The largest Invesco S&P 500 Equal Weight ETF seller in Q4 2024 was NWI Management, an estimated $179M sold.

Based on aggregated 13F filings for Q4 2024.