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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
MF
701
Meridian Financial
Massachusetts
$3.39M +$108K +597 +3%
BF
702
Baring Financial
Washington
$3.39M +$3.5M +19,343 New
TFA
703
Tranquilli Financial Advisor
New Jersey
$3.38M +$537K +2,969 +18%
EM
704
Excalibur Management
Massachusetts
$3.37M +$625K +3,455 +22%
MWM
705
Maltin Wealth Management
New Jersey
$3.36M -$113K -626 -3%
Vontobel Holding
706
Vontobel Holding
Switzerland
$3.36M +$407K +2,250 +13%
IMC Chicago
707
IMC Chicago
Illinois
$3.36M -$6.89M -38,086 -67%
TW
708
Transform Wealth
Colorado
$3.34M +$752K +4,162 +28%
NC
709
NovaPoint Capital
Georgia
$3.3M -$23.3K -129 -0.7%
CS
710
Cannell & Spears
New York
$3.29M -$49.9K -276 -1%
LWM
711
Lyell Wealth Management
California
$3.29M -$128K -707 -4%
BEAM
712
Baker Ellis Asset Management
Washington
$3.29M -$50.6K -280 -1%
SGCA
713
Steel Grove Capital Advisors
Tennessee
$3.27M +$978K +5,410 +41%
HPFG
714
Hart & Patterson Financial Group
Massachusetts
$3.27M -$86.1K -476 -2%
AWM
715
Axxcess Wealth Management
California
$3.26M -$3.57M -19,767 -51%
WJWM
716
Williams Jones Wealth Management
New York
$3.26M +$378K +2,089 +13%
MWM
717
Maripau Wealth Management
Indiana
$3.26M +$3.36M +18,603 New
HCM
718
Helios Capital Management
Singapore
$3.25M
EIC
719
Equity Investment Corp
Georgia
$3.25M +$1.41M +7,801 +73%
RA
720
RFG Advisory
Alabama
$3.24M +$2.68M +14,817 +406%
MFG
721
Mosaic Financial Group
Illinois
$3.21M +$192K +1,064 +6%
AWMS
722
Advocacy Wealth Management Services
Georgia
$3.21M +$3.31M +18,331 New
S
723
Sunpointe
Missouri
$3.21M +$26.4K +146 +0.8%
CL
724
COWA LLC
Oklahoma
$3.2M +$5.03M +27,832 +208%
IAA
725
Ironsides Asset Advisors
North Carolina
$3.2M +$11.6K +64 +0.4%

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.