We are live on ! Find out more
RSP icon

Invesco S&P 500 Equal Weight ETF

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: 200232 (+32)

14% more capital invested

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

6% more funds holding

Funds holding: 1,5991,696 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
MWA
576
Merkkuri Wealth Advisors
New York
$4M -$51.1K -299 -1%
AL
577
Aspiriant LLC
California
$4M -$667K -3,907 -15%
DWT
578
Dorsey & Whitney Trust
South Dakota
$3.99M -$19.3K -113 -0.5%
TA
579
TrueWealth Advisors
Alabama
$3.98M +$823K +4,819 +28%
AWM
580
Apollon Wealth Management
South Carolina
$3.96M -$46.8K -274 -1%
NPT
581
National Philanthropic Trust
Pennsylvania
$3.93M
ASFA
582
All Season Financial Advisors
Colorado
$3.92M -$37.2K -218 -1%
GA
583
Gateway Advisory
New Jersey
$3.89M +$96.7K +566 +3%
SFWA
584
Summit Financial Wealth Advisors
Louisiana
$3.88M -$3.93K -23 -0.1%
HCMT
585
Highland Capital Management (Tennessee)
Tennessee
$3.88M -$60.3K -353 -2%
CV
586
Counterweight Ventures
North Carolina
$3.87M +$261K +1,528 +8%
SW
587
Signify Wealth
Missouri
$3.86M +$3.68M +21,537 New
AAS
588
Ameritas Advisory Services
Nebraska
$3.85M -$2.39M -13,996 -39%
LPT
589
Legacy Private Trust
Wisconsin
$3.85M -$167K -979 -4%
ORC
590
O'Rourke & Company
Massachusetts
$3.85M +$165K +968 +5%
EWA
591
Evolution Wealth Advisors
Florida
$3.82M +$30.8K +180 +0.9%
PMG
592
ProVise Management Group
Florida
$3.81M +$993K +5,815 +38%
WSFS
593
Wilmington Savings Fund Society
Delaware
$3.77M +$3.6M +21,046 New
PFWA
594
Paces Ferry Wealth Advisors
Georgia
$3.77M +$292K +1,707 +9%
RIA
595
Regal Investment Advisors
Michigan
$3.76M +$2.41M +14,115 +205%
PWW
596
Pettyjohn Wood & White
Virginia
$3.74M +$115K +674 +3%
PCIA
597
Prime Capital Investment Advisors
Kansas
$3.71M +$68K +398 +2%
GCM
598
Gator Capital Management
Florida
$3.71M +$28K +164 +0.8%
WC
599
Wexford Capital
Florida
$3.68M +$3.51M +20,530 New
CF
600
Centaurus Financial
California
$3.66M +$78.2K +458 +2%

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.