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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
AWM
1326
Ameliora Wealth Management
Switzerland
$603K -$23.5K -130 -4%
RZH
1327
Relyea Zuckerberg Hanson
Connecticut
$601K
CAM
1328
Close Asset Management
United Kingdom
$600K
KBFS
1329
Kohmann Bosshard Financial Services
Ohio
$599K
QCM
1330
QRG Capital Management
Illinois
$595K +$28.9K +160 +5%
WCM
1331
Weaver Capital Management
Georgia
$595K -$38.9K -215 -6%
DBRC
1332
D.B. Root & Company
Pennsylvania
$593K +$222K +1,227 +57%
CF
1333
Collier Financial
Colorado
$591K +$610K +3,373 New
MG
1334
Marex Group
$589K +$242K +1,339 +66%
LOPW
1335
Live Oak Private Wealth
North Carolina
$589K -$12.7K -70 -2%
LWCFA
1336
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$588K
CWMGO
1337
Capstone Wealth Management Group (Oregon)
Oregon
$583K +$601K +3,326 New
HAS
1338
HBW Advisory Services
California
$582K +$35.3K +195 +6%
NWMG
1339
Nicholson Wealth Management Group
South Carolina
$581K -$17.9K -99 -3%
BSA
1340
Braun Stacey Associates
New York
$579K -$17.2K -95 -3%
WCG
1341
Weaver Consulting Group
California
$579K -$16.5K -91 -3%
NP
1342
NorthRock Partners
Minnesota
$579K -$49.9K -276 -8%
RPCONE
1343
Retirement Planning Company of New England
Rhode Island
$577K +$79.4K +439 +15%
GWANC
1344
Guardian Wealth Advisors (North Carolina)
North Carolina
$576K -$89.1K -493 -13%
LF
1345
Lee Financial
Texas
$576K +$6.15K +34 +1%
IIM
1346
InTrack Investment Management
Vermont
$574K +$117K +649 +25%
AGP
1347
Aspire Growth Partners
Florida
$573K +$592K +3,272 New
CFO
1348
Callan Family Office
Pennsylvania
$571K +$589K +3,260 New
PTP
1349
Platform Technology Partners
New York
$568K +$111K +615 +23%
NWM
1350
Napa Wealth Management
California
$568K +$586K +3,242 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.