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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
HWMO
1151
Heritage Wealth Management (Ohio)
Ohio
$948K +$685K +3,788 +234%
LFS
1152
Legacy Financial Strategies
Kansas
$947K +$2.53K +14 +0.3%
SSB
1153
Sandy Spring Bank
Maryland
$946K -$21.2K -117 -2%
GSB
1154
Greenfield Savings Bank
Massachusetts
$944K -$28.4K -157 -3%
MC
1155
Montag & Caldwell
Georgia
$944K -$7.05K -39 -0.7%
RCAG
1156
Rehmann Capital Advisory Group
Michigan
$939K +$589K +3,258 +155%
MIFH
1157
Migdal Insurance & Financial Holdings
Israel
$937K -$60K -332 -6%
NFA
1158
Northwest Financial Advisors
Virginia
$937K +$47.4K +262 +5%
CPA
1159
Cardiff Park Advisors
California
$934K +$1.27K +7 +0.1%
OPAM
1160
Ocean Park Asset Management
California
$932K +$962K +5,320 New
CAS
1161
Coppell Advisory Solutions
Texas
$928K -$14.1K -78 -1%
FHB
1162
First Hawaiian Bank
Hawaii
$923K
AFWM
1163
AMJ Financial Wealth Management
Virginia
$913K +$3.44K +19 +0.4%
MW
1164
Members Wealth
Pennsylvania
$907K +$913K +5,047 New
Prudential Financial
1165
Prudential Financial
New Jersey
$904K +$933K +5,160 New
VDBMI
1166
Van Den Berg Management I
Texas
$902K -$36K -199 -4%
GA
1167
GSG Advisors
New Jersey
$899K +$80.8K +447 +10%
HKAM
1168
Horizon Kinetics Asset Management
New York
$896K +$364K +2,012 +65%
CWM
1169
ClientFirst Wealth Management
Arkansas
$893K +$921K +5,096 New
WJA
1170
Willis Johnson & Associates
Texas
$893K +$67.1K +371 +8%
WCAMG
1171
Woodard & Company Asset Management Group
North Carolina
$885K +$77.2K +427 +9%
NSIM
1172
North Star Investment Management
Illinois
$881K -$117K -645 -11%
RWA
1173
Rooted Wealth Advisors
Illinois
$881K +$20.1K +111 +2%
DWM
1174
Diversify Wealth Management
Utah
$879K +$917K +5,072 New
XPN
1175
XY Planning Network
Montana
$878K +$906K +5,011 New

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.