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Invesco S&P 500 Equal Weight ETF
RSP

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: 156 → 202 (+46)

14% more funds holding

Funds holding: 1,331 → 1,512 (+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

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$3.78B
2
CI
Clal Insurance
Israel
+$792M
3
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$618M
4
JP Morgan Chase
JP Morgan Chase
New York
+$520M
5
Bank of America
Bank of America
North Carolina
+$445M

Top Sellers

Rank Fund Capital Flow
1
VMPIC
Varma Mutual Pension Insurance Co
Finland
-$394M
2
Goldman Sachs
Goldman Sachs
New York
-$367M
3
Bank of New York Mellon
Bank of New York Mellon
New York
-$315M
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$310M
5
FA
Fiducient Advisors
Illinois
-$172M
Name Holding Trade Value Shares
Change 		Change in
Stake
CHAM
601
Clear Harbor Asset Management
Connecticut
$2.69M +$584K +4,022 +31%
MGIA
602
Moneta Group Investment Advisors
Missouri
$2.68M -$82.4K -567 -3%
AOWM
603
Alpha Omega Wealth Management
Virginia
$2.67M -$4.65K -32 -0.2%
AWE
604
Avidian Wealth Enterprises
Texas
$2.66M +$5.23K +36 +0.2%
MWA
605
Martel Wealth Advisors
Washington
$2.65M +$305K +2,099 +14%
TCM
606
Telos Capital Management
California
$2.64M -$16.4K -113 -0.7%
PFWA
607
Paces Ferry Wealth Advisors
Georgia
$2.64M +$172K +1,181 +8%
GFPC
608
Global Financial Private Client
Florida
$2.64M -$23.5K -162 -1%
AFWM
609
AMJ Financial Wealth Management
Virginia
$2.62M -$347K -2,389 -13%
BFPW
610
BOK Financial Private Wealth
Colorado
$2.61M -$45K -310 -2%
TBC
611
Ted Buchan & Co
California
$2.58M +$172K +1,187 +8%
GC
612
Guidance Capital
Kentucky
$2.57M +$435K +2,997 +23%
AM
613
AGF Management
Ontario, Canada
$2.55M +$1.4M +9,651 +148%
MF
614
Meridian Financial
Massachusetts
$2.54M +$142K +978 +6%
HW
615
Hancock Whitney
Mississippi
$2.54M +$1.33M +9,180 +133%
KA
616
Klingman & Associates
New York
$2.53M +$99.2K +683 +4%
JCM
617
Jacobi Capital Management
Pennsylvania
$2.53M -$20.6K -142 -0.9%
CCM
618
Cambridge Capital Management
Illinois
$2.53M +$2.33M +16,037 New
PTC
619
Private Trust Company
Ohio
$2.53M -$392K -2,697 -14%
BWM
620
BKM Wealth Management
Wisconsin
$2.53M +$2.33M +16,005 New
NS
621
NBC Securities
Alabama
$2.52M +$62.2K +428 +3%
B
622
Bailard
California
$2.51M -$263K -1,813 -10%
WIA
623
World Investment Advisors
California
$2.5M +$1.08M +7,458 +89%
TP
624
Tranquility Partners
Tennessee
$2.5M -$273K -1,882 -11%
OPCM
625
Osborne Partners Capital Management
California
$2.5M -$295K -2,029 -11%
23 24
25
26 27

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.