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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
RIS
1251
Richmond Investment Services
Wisconsin
$722K +$745K +4,119 New
LWM
1252
LJI Wealth Management
Indiana
$717K
VR
1253
Valued Retirements
Texas
$717K +$740K +4,091 New
NWMG
1254
National Wealth Management Group
Ohio
$711K -$233K -1,286 -24%
CAMG
1255
CWA Asset Management Group
Florida
$709K -$147K -814 -17%
EP
1256
Essential Planning
New Hampshire
$709K +$362K +2,000 +100%
AWM
1257
Abound Wealth Management
Tennessee
$706K +$11.4K +63 +2%
WA
1258
Wealth Alliance
New York
$704K +$8.68K +48 +1%
TA
1259
TFB Advisors
Kansas
$703K +$178K +982 +32%
AAM
1260
Austin Asset Management
Texas
$701K
MWP
1261
Meriwether Wealth & Planning
Louisiana
$701K +$723K +4,000 New
CANC
1262
Culbertson A N & Co
Virginia
$696K +$401K +2,219 +127%
NA
1263
Nautilus Advisors
California
$695K +$717K +3,964 New
AWM
1264
Avaii Wealth Management
Wisconsin
$694K +$230K +1,274 +47%
DFG
1265
Delta Financial Group
New Jersey
$693K +$22.6K +125 +3%
AWM
1266
Accel Wealth Management
Iowa
$693K +$34.4K +190 +5%
SWM
1267
Segment Wealth Management
Texas
$692K
PM
1268
Phraction Management
Connecticut
$691K
HCWM
1269
Hidden Cove Wealth Management
Washington
$687K +$709K +3,919 New
TA
1270
TruWealth Advisors
Louisiana
$683K +$362 +2 +0.1%
ESB
1271
Essex Savings Bank
Connecticut
$682K +$50.1K +277 +8%
MHR
1272
Matthew Hamilton Rosenberg
$682K -$36K -199 -5%
SCM
1273
Sterling Capital Management
North Carolina
$680K -$551K -3,050 -44%
RAG
1274
RIA Advisory Group
Iowa
$680K -$312K -1,724 -31%
LWM
1275
Latko Wealth Management
Illinois
$679K +$88.4K +489 +14%

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.