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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
SHGA
76
Sand Hill Global Advisors
California
$72.6M +$74.9M +414,311 New
MML Investors Services
77
MML Investors Services
Massachusetts
$71.4M +$12.9M +71,193 +21%
SWP
78
Stratos Wealth Partners
Ohio
$70.4M +$663K +3,665 +0.9%
DWM
79
Dakota Wealth Management
Florida
$70.2M +$7.76M +42,910 +12%
Bank Julius Baer & Co
80
Bank Julius Baer & Co
Switzerland
$70.1M +$65.3M +361,259 +32,458%
CTC
81
Chai Trust Company
Illinois
$69.8M +$1.99M +11,033 +0.6%
PNC Financial Services Group
82
PNC Financial Services Group
Pennsylvania
$69.6M -$9.97M -55,166 -12%
FIB
83
First Interstate Bank
Montana
$68.8M +$2.4M +13,271 +3%
PCM
84
Penserra Capital Management
California
$66.2M -$19.6M -108,386 -22%
PC
85
Permanens Capital
New York
$65.8M +$23.4M +129,537 +53%
CIG
86
Consolidated Investment Group
Colorado
$64.6M +$6.69M +37,000 +11%
William Blair & Company
87
William Blair & Company
Illinois
$64.3M +$17.4M +96,323 +36%
VVP
88
Venture Visionary Partners
Ohio
$64.2M +$1.55M +8,575 +2%
Mariner
89
Mariner
Kansas
$63.5M +$4.72M +26,119 +8%
CA
90
Clearstead Advisors
Ohio
$62.9M +$44.2M +244,508 +213%
HCP
91
Holt Capital Partners
Texas
$62.8M -$287K -1,587 -0.4%
BMM
92
Berkshire Money Management
Massachusetts
$62.2M +$1.63M +9,010 +3%
CL
93
Choreo LLC
Illinois
$62.1M -$291K -1,607 -0.5%
T2I
94
Turim 21 Investimentos
Brazil
$60.3M -$5.67M -31,357 -9%
SMC
95
Spider Management Company
Virginia
$60.1M
TIM
96
Total Investment Management
Arizona
$60M -$11.7M -64,872 -16%
Mercer Global Advisors
97
Mercer Global Advisors
Colorado
$59.2M +$21.9M +120,942 +56%
BWFA
98
Baltimore-Washington Financial Advisors
Maryland
$59.1M -$489K -2,703 -0.8%
MF
99
Manchester Financial
California
$58.3M -$2.21M -12,218 -4%
EWA
100
Exencial Wealth Advisors
Oklahoma
$57.6M +$22.7M +125,450 +62%

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.