We are live on ! Find out more
RSP icon

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
WF
1026
WoodTrust Financial
Wisconsin
$678K +$679K +4,130 New
AWMS
1027
Advocacy Wealth Management Services
Georgia
$674K -$10.4K -63 -2%
MCM
1028
Morton Capital Management
California
$673K
MFIM
1029
Mesirow Financial Investment Management
Illinois
$672K
NFA
1030
Northwest Financial Advisors
Virginia
$665K +$2.3K +14 +0.3%
Betterment LLC
1031
Betterment LLC
New York
$665K +$3.95K +24 +0.6%
MCA
1032
MSH Capital Advisors
Arizona
$664K -$194K -1,177 -23%
GBT
1033
Grove Bank & Trust
Florida
$664K +$329K +2,000 +98%
FAM
1034
Flaharty Asset Management
Florida
$662K -$4.61K -28 -0.7%
NSIM
1035
North Star Investment Management
Illinois
$660K -$50K -304 -7%
AAM
1036
Austin Asset Management
Texas
$657K
PWA
1037
Peterson Wealth Advisors
Utah
$657K +$2.63K +16 +0.4%
LWM
1038
LJI Wealth Management
Indiana
$655K
SWM
1039
Segment Wealth Management
Texas
$651K -$1.65K -10 -0.3%
CW
1040
Cooksen Wealth
Texas
$651K -$17.8K -108 -3%
AFWM
1041
AMJ Financial Wealth Management
Virginia
$651K -$600K -3,647 -48%
AWM
1042
Abound Wealth Management
Tennessee
$651K +$1.32K +8 +0.2%
PM
1043
Phraction Management
Connecticut
$648K
ECM
1044
Evergreen Capital Management
Washington
$643K -$20.1K -122 -3%
WA
1045
Wealth Alliance
New York
$643K +$28K +170 +5%
TA
1046
TruWealth Advisors
Louisiana
$640K -$25.8K -157 -4%
JSL
1047
JT Stratford LLC
Georgia
$638K -$864K -5,253 -58%
CFG
1048
Carr Financial Group
Massachusetts
$636K -$868K -5,275 -58%
CC
1049
Callan Capital
California
$635K +$636K +3,867 New
SFO
1050
Stokes Family Office
Louisiana
$629K

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.