Invesco S&P 500 Equal Weight ETF
1,512 hedge funds and large institutions have $34.4B invested in Invesco S&P 500 Equal Weight ETF in 2023 Q4 according to their latest regulatory filings, with 292 funds opening new positions, 604 increasing their positions, 426 reducing their positions, and 89 closing their positions.
228% more first-time investments, than exits
New positions opened: 292 | Existing positions closed: 89
180% more call options, than puts
Call options by funds: $2.31B | Put options by funds: $826M
42% more repeat investments, than reductions
Existing positions increased: 604 | Existing positions reduced: 426
38% more capital invested
Capital invested by funds: $25B → $34.4B (+$9.46B)
29% more funds holding in top 10
Funds holding in top 10: 156 → 202 (+46)
14% more funds holding
Funds holding: 1,331 → 1,512 (+181)
7.46% more ownership
Funds ownership: 62.2% → 69.66% (+7.5%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$3.78B |
| 2 |
CI
Clal Insurance
Tel-Aviv,
Israel
|
+$792M |
| 3 |
Balyasny Asset Management
Chicago,
Illinois
|
+$618M |
| 4 |
JP Morgan Chase
New York
|
+$520M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$445M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VMPIC
Varma Mutual Pension Insurance Co
Helsinki,
Finland
|
-$394M |
| 2 |
Goldman Sachs
New York
|
-$367M |
| 3 |
Bank of New York Mellon
New York
|
-$315M |
| 4 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$310M |
| 5 |
FA
Fiducient Advisors
Chicago,
Illinois
|
-$172M |
RSP Hedge Fund Activity: Q4 2023 in Review
1,512 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Equal Weight ETF (RSP) for Q4 2023, worth a combined $34.4B — up 38% from $25B a quarter earlier.
Buyers outnumbered sellers: 292 funds opened new RSP positions and 89 closed out — a net gain of 203 holders — while 604 added to existing stakes and 426 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $3.78B. The largest seller was Varma Mutual Pension Insurance Co, exiting entirely with an estimated $394M sold.
- 1,512 institutional investors held Invesco S&P 500 Equal Weight ETF (RSP) as of Q4 2023, up from 1,331 in Q3 2023.
- Funds reported $34.4B of Invesco S&P 500 Equal Weight ETF stock for Q4 2023, up 38% quarter-over-quarter.
- 292 funds opened new Invesco S&P 500 Equal Weight ETF positions in Q4 2023 and 89 closed out, a net change of +203 holders.
- The largest Invesco S&P 500 Equal Weight ETF buyer in Q4 2023 was Morgan Stanley, an estimated $3.78B added.
- The largest Invesco S&P 500 Equal Weight ETF seller in Q4 2023 was Varma Mutual Pension Insurance Co, an estimated $394M sold.
Based on aggregated 13F filings for Q4 2023.