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Invesco S&P 500 Equal Weight ETF

1,696 hedge funds and large institutions have $40.9B invested in Invesco S&P 500 Equal Weight ETF in 2024 Q3 according to their latest regulatory filings, with 211 funds opening new positions, 772 increasing their positions, 486 reducing their positions, and 87 closing their positions.

New
Increased
Maintained
Reduced
Closed

143% more first-time investments, than exits

New positions opened: 211 | Existing positions closed: 87

59% more repeat investments, than reductions

Existing positions increased: 772 | Existing positions reduced: 486

16% more funds holding in top 10

Funds holding in top 10: 200232 (+32)

14% more capital invested

Capital invested by funds: $35.9B → $40.9B (+$4.96B)

6% more funds holding

Funds holding: 1,5991,696 (+97)

5.22% less ownership

Funds ownership: 68.85%63.64% (-5.2%)

75% less call options, than puts

Call options by funds: $436M | Put options by funds: $1.76B

Holders
1,696
Holders Change
+97
Holders Change %
+6.07%
% of All Funds
24.35%
Holding in Top 10
232
Holding in Top 10 Change
+32
Holding in Top 10 Change %
+16%
% of All Funds
3.33%
New
211
Increased
772
Reduced
486
Closed
87
Calls
$436M
Puts
$1.76B
Net Calls
-$1.32B
Net Calls Change
-$1.05B
Name Holding Trade Value Shares
Change
Change in
Stake
CGFA
1151
Colton Groome Financial Advisors
North Carolina
$626K +$324K +1,895 +119%
CSIC
1152
Clifford Swan Investment Counsel
California
$625K +$854 +5 +0.1%
GD
1153
Grandfield & Dodd
New York
$623K +$178K +1,040 +43%
WB
1154
West Bancorporation
Iowa
$621K +$59.6K +349 +11%
TSW
1155
Thompson Siegel & Walmsley
Virginia
$621K +$222K +1,299 +60%
SL
1156
Stevard LLC
Illinois
$617K +$3.08K +18 +0.5%
PIA
1157
Panoramic Investment Advisors
Colorado
$616K +$587K +3,437 New
LOPW
1158
Live Oak Private Wealth
North Carolina
$615K +$34.3K +201 +6%
RZH
1159
Relyea Zuckerberg Hanson
Connecticut
$615K +$171 +1 +0%
CAM
1160
Close Asset Management
United Kingdom
$614K +$513K +3,000 +704%
BCM
1161
Birmingham Capital Management
Alabama
$613K
KBFS
1162
Kohmann Bosshard Financial Services
Ohio
$612K
NWMG
1163
Nicholson Wealth Management Group
South Carolina
$612K +$584K +3,417 New
PWM
1164
Paulson Wealth Management
Illinois
$611K +$55.7K +326 +11%
BSA
1165
Braun Stacey Associates
New York
$609K -$5.98K -35 -1%
WCG
1166
Weaver Consulting Group
California
$608K +$15.5K +91 +3%
BFG
1167
Berger Financial Group
Minnesota
$608K -$11.1K -65 -2%
LWM
1168
Latko Wealth Management
Illinois
$607K +$579K +3,388 New
MCA
1169
MSH Capital Advisors
Arizona
$598K -$120K -705 -17%
TFA
1170
Toth Financial Advisory
Virginia
$598K +$298K +1,747 +110%
BPC
1171
Banque Pictet & Cie
Switzerland
$595K
CJ
1172
Caitlin John
Michigan
$594K +$476K +2,784 +619%
OWA
1173
Opal Wealth Advisors
New York
$591K -$180K -1,054 -24%
SCM
1174
Schnieders Capital Management
California
$591K
AWM
1175
Alterna Wealth Management
Texas
$587K +$560K +3,278 New

RSP Hedge Fund Activity: Q3 2024 in Review

1,696 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Equal Weight ETF (RSP) for Q3 2024, worth a combined $40.9B — up 14% from $35.9B a quarter earlier.

Buyers outnumbered sellers: 211 funds opened new RSP positions and 87 closed out — a net gain of 124 holders — while 772 added to existing stakes and 486 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $430M. The largest seller was Strategic Financial Concepts, cutting an estimated $1.09B.

  • 1,696 institutional investors held Invesco S&P 500 Equal Weight ETF (RSP) as of Q3 2024, up from 1,599 in Q2 2024.
  • Funds reported $40.9B of Invesco S&P 500 Equal Weight ETF stock for Q3 2024, up 14% quarter-over-quarter.
  • 211 funds opened new Invesco S&P 500 Equal Weight ETF positions in Q3 2024 and 87 closed out, a net change of +124 holders.
  • The largest Invesco S&P 500 Equal Weight ETF buyer in Q3 2024 was Morgan Stanley, an estimated $430M added.
  • The largest Invesco S&P 500 Equal Weight ETF seller in Q3 2024 was Strategic Financial Concepts, an estimated $1.09B sold.

Based on aggregated 13F filings for Q3 2024.