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Invesco S&P 500 Equal Weight ETF

1,599 hedge funds and large institutions have $35.9B invested in Invesco S&P 500 Equal Weight ETF in 2024 Q2 according to their latest regulatory filings, with 148 funds opening new positions, 663 increasing their positions, 562 reducing their positions, and 102 closing their positions.

New
Increased
Maintained
Reduced
Closed

45% more first-time investments, than exits

New positions opened: 148 | Existing positions closed: 102

18% more repeat investments, than reductions

Existing positions increased: 663 | Existing positions reduced: 562

6% more capital invested

Capital invested by funds: $34B → $35.9B (+$1.91B)

5.37% more ownership

Funds ownership: 63.49%68.85% (+5.4%)

1% more funds holding

Funds holding: 1,5771,599 (+22)

5% less funds holding in top 10

Funds holding in top 10: 211200 (-11)

27% less call options, than puts

Call options by funds: $752M | Put options by funds: $1.02B

Holders
1,599
Holders Change
+22
Holders Change %
+1.4%
% of All Funds
23.09%
Holding in Top 10
200
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-5.21%
% of All Funds
2.89%
New
148
Increased
663
Reduced
562
Closed
102
Calls
$752M
Puts
$1.02B
Net Calls
-$272M
Net Calls Change
+$382M
Name Holding Trade Value Shares
Change
Change in
Stake
PWA
926
PCG Wealth Advisors
Kansas
$960K -$2.65M -16,089 -73%
BCM
927
Becker Capital Management
Oregon
$959K
SAM
928
Smithbridge Asset Management
Pennsylvania
$957K -$25.8K -157 -3%
BIM
929
Bridges Investment Management
Nebraska
$956K
YWS
930
Yarger Wealth Strategies
Ohio
$952K -$11K -67 -1%
TSS
931
Two Sigma Securities
New York
$949K +$951K +5,779 New
GSB
932
Greenfield Savings Bank
Massachusetts
$949K -$56.7K -345 -6%
HCMG
933
Howard Capital Management Group
California
$947K
Capstone Investment Advisors
934
Capstone Investment Advisors
New York
$941K +$321K +1,951 +52%
PNAA
935
Pictet North America Advisors
Switzerland
$935K -$28.5K -173 -3%
USWIA
936
UP Strategic Wealth Investment Advisors
Pennsylvania
$931K -$101K -611 -10%
FHB
937
First Hawaiian Bank
Hawaii
$930K -$2.88M -17,502 -76%
JFG
938
JMG Financial Group
Illinois
$930K
MWM
939
Modera Wealth Management
New Jersey
$922K +$1.32K +8 +0.1%
TW
940
TrinityPoint Wealth
Connecticut
$919K +$7.73K +47 +0.8%
O3W
941
Omni 360 Wealth
New Jersey
$919K +$122K +739 +15%
Wolverine Trading
942
Wolverine Trading
Illinois
$919K +$920K +5,594 New
MCP
943
Mirador Capital Partners
California
$914K +$7.73K +47 +0.9%
CCA
944
Cora Capital Advisors
New Jersey
$908K
MFWP
945
Mosaic Family Wealth Partners
Missouri
$901K +$83.7K +509 +10%
RWP
946
RWA Wealth Partners
Massachusetts
$900K -$58.6K -356 -6%
CWM
947
Chemistry Wealth Management
New York
$899K +$24.3K +148 +3%
ST
948
Smithfield Trust
Pennsylvania
$898K +$8.39K +51 +0.9%
MC
949
Montag & Caldwell
Georgia
$897K +$256K +1,557 +40%
CCWM
950
Correct Capital Wealth Management
Missouri
$890K

RSP Hedge Fund Activity: Q2 2024 in Review

1,599 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Equal Weight ETF (RSP) for Q2 2024, worth a combined $35.9B — up 5.6% from $34B a quarter earlier.

Buyers outnumbered sellers: 148 funds opened new RSP positions and 102 closed out — a net gain of 46 holders — while 663 added to existing stakes and 562 trimmed.

The largest buyer was Northwestern Mutual Wealth Management, adding an estimated $3.02B. The largest seller was Clal Insurance, exiting entirely with an estimated $587M sold.

  • 1,599 institutional investors held Invesco S&P 500 Equal Weight ETF (RSP) as of Q2 2024, up from 1,577 in Q1 2024.
  • Funds reported $35.9B of Invesco S&P 500 Equal Weight ETF stock for Q2 2024, up 5.6% quarter-over-quarter.
  • 148 funds opened new Invesco S&P 500 Equal Weight ETF positions in Q2 2024 and 102 closed out, a net change of +46 holders.
  • The largest Invesco S&P 500 Equal Weight ETF buyer in Q2 2024 was Northwestern Mutual Wealth Management, an estimated $3.02B added.
  • The largest Invesco S&P 500 Equal Weight ETF seller in Q2 2024 was Clal Insurance, an estimated $587M sold.

Based on aggregated 13F filings for Q2 2024.