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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.

New
Increased
Maintained
Reduced
Closed

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: 156202 (+46)

14% more funds holding

Funds holding: 1,3311,512 (+181)

7.46% more ownership

Funds ownership: 62.2%69.66% (+7.5%)

Holders
1,512
Holders Change
+181
Holders Change %
+13.6%
% of All Funds
22.04%
Holding in Top 10
202
Holding in Top 10 Change
+46
Holding in Top 10 Change %
+29.49%
% of All Funds
2.95%
New
292
Increased
604
Reduced
426
Closed
89
Calls
$2.31B
Puts
$826M
Net Calls
+$1.49B
Net Calls Change
+$1.67B
Name Holding Trade Value Shares
Change
Change in
Stake
AWAG
1301
ARS Wealth Advisors Group
Florida
$244K -$50.4K -347 -18%
KCM
1302
Kanawha Capital Management
Virginia
$242K
WTA
1303
Washington Trust Advisors
Massachusetts
$240K
HBT
1304
Hills Bank & Trust
Iowa
$240K +$72.6K +500 +49%
WIM
1305
Warwick Investment Management
Texas
$238K
GGA
1306
Granite Group Advisors
Connecticut
$237K +$208K +1,430 New
T
1307
Tidemark
California
$237K +$218K +1,500 New
AIM
1308
Acropolis Investment Management
Missouri
$235K
IIC
1309
Integrated Investment Consultants
Michigan
$235K
FM
1310
Family Management
New York
$234K +$216K +1,484 New
AWM
1311
Austin Wealth Management
Texas
$234K
MGWA
1312
Monument Group Wealth Advisors
Massachusetts
$234K +$215K +1,481 New
RIP
1313
RAM Investment Partners
Washington
$231K
CBFP
1314
Cedar Brook Financial Partners
Ohio
$231K +$215K +1,477 New
FEM
1315
Fulcrum Equity Management
Texas
$230K -$48.7K -335 -19%
C
1316
Certuity
Florida
$228K +$1.74K +12 +0.8%
RPC
1317
Rossmore Private Capital
Connecticut
$228K
AP
1318
Adero Partners
California
$227K
PCMC
1319
Paragon Capital Management (Colorado)
Colorado
$227K
LNB
1320
Ledyard National Bank
$224K -$6.25K -43 -3%
MAG
1321
Mayfair Advisory Group
Alabama
$224K +$291 +2 +0.1%
SEP
1322
Southland Equity Partners
Missouri
$223K -$4.79K -33 -2%
SHA
1323
Seneca House Advisors
Virginia
$222K +$205K +1,410 New
TRCT
1324
Tower Research Capital (TRC)
New York
$221K +$195K +1,341 +2,163%
TCWA
1325
Turtle Creek Wealth Advisors
Texas
$220K +$202K +1,393 New

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.