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Invesco S&P 500 Equal Weight ETF
RSP

1,577 hedge funds and large institutions have $34B invested in Invesco S&P 500 Equal Weight ETF in 2024 Q1 according to their latest regulatory filings, with 191 funds opening new positions, 689 increasing their positions, 492 reducing their positions, and 104 closing their positions.

New
Increased
Maintained
Reduced
Closed

84% more first-time investments, than exits

New positions opened: 191 | Existing positions closed: 104

40% more repeat investments, than reductions

Existing positions increased: 689 | Existing positions reduced: 492

4% more funds holding in top 10

Funds holding in top 10: 202 → 211 (+9)

4% more funds holding

Funds holding: 1,512 → 1,577 (+65)

1% less capital invested

Capital invested by funds: $34.4B → $34B (-$393M)

6.17% less ownership

Funds ownership: 69.66% → 63.49% (-6.2%)

48% less call options, than puts

Call options by funds: $705M | Put options by funds: $1.36B

Holders
1,577
Holders Change
+65
Holders Change %
+4.3%
% of All Funds
22.71%
Holding in Top 10
211
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+4.46%
% of All Funds
3.04%
New
191
Increased
689
Reduced
492
Closed
104
Calls
$705M
Puts
$1.36B
Net Calls
-$655M
Net Calls Change
-$2.14B

Top Buyers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
+$543M
2
Goldman Sachs
Goldman Sachs
New York
+$501M
3
JP Morgan Chase
JP Morgan Chase
New York
+$374M
4
GAA
Global Assets Advisory
Florida
+$270M
5
Invesco
Invesco
Georgia
+$152M

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$3.26B
2
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$650M
3
CI
Clal Insurance
Israel
-$319M
4
MCM
Moore Capital Management
New York
-$247M
5
Jane Street
Jane Street
New York
-$244M
Name Holding Trade Value Shares
Change 		Change in
Stake
PHS
1351
Pekin Hardy Strauss
Illinois
$253K +$240K +1,496 New
BW
1352
BIP Wealth
Georgia
$253K +$240K +1,492 New
TDC
1353
Thompson Davis & Co
Virginia
$253K -$19.4K -121 -8%
AIM
1354
Acropolis Investment Management
Missouri
$252K – – –
IIC
1355
Integrated Investment Consultants
Michigan
$252K +$161 +1 +0.1%
MGWA
1356
Monument Group Wealth Advisors
Massachusetts
$252K +$1.12K +7 +0.5%
JWM
1357
JPL Wealth Management
Colorado
$251K +$238K +1,482 New
RIP
1358
RAM Investment Partners
Washington
$248K – – –
CCM
1359
Condor Capital Management
New Jersey
$246K +$233K +1,451 New
SCA
1360
Sage Capital Advisors
South Dakota
$246K +$233K +1,452 New
CF
1361
Clarity Financial
Texas
$245K -$17.5K -109 -7%
AWM
1362
Austin Wealth Management
Texas
$245K – – –
PCMC
1363
Paragon Capital Management (Colorado)
Colorado
$244K +$482 +3 +0.2%
AP
1364
Adero Partners
California
$244K – – –
LPAM
1365
Lodestar Private Asset Management
California
$244K +$231K +1,439 New
GGA
1366
Granite Group Advisors
Connecticut
$242K – – –
ZIMP
1367
Zimmermann Investment Management & Planning
Pennsylvania
$241K +$229K +1,425 New
MC
1368
Mathes Company
New York
$241K +$229K +1,425 New
CCM
1369
Coldstream Capital Management
Washington
$240K +$9.79K +61 +4%
MAG
1370
Mayfair Advisory Group
Alabama
$240K +$321 +2 +0.1%
BHPW
1371
Beverly Hills Private Wealth
California
$239K +$227K +1,412 New
AFAS
1372
Acorn Financial Advisory Services
Virginia
$238K -$54.6K -340 -19%
CWM
1373
Calamos Wealth Management
Illinois
$237K -$104K -645 -32%
MSG
1374
Main Street Group
Virginia
$236K +$124K +770 +122%
TCWA
1375
Turtle Creek Wealth Advisors
Texas
$236K – – –
53 54
55
56 57

RSP Hedge Fund Activity: Q1 2024 in Review

1,577 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Equal Weight ETF (RSP) for Q1 2024, worth a combined $34B — down 1.1% from $34.4B a quarter earlier.

Buyers outnumbered sellers: 191 funds opened new RSP positions and 104 closed out — a net gain of 87 holders — while 689 added to existing stakes and 492 trimmed.

The largest buyer was Bank of America, adding an estimated $543M. The largest seller was Morgan Stanley, cutting an estimated $3.26B.

  • 1,577 institutional investors held Invesco S&P 500 Equal Weight ETF (RSP) as of Q1 2024, up from 1,512 in Q4 2023.
  • Funds reported $34B of Invesco S&P 500 Equal Weight ETF stock for Q1 2024, down 1.1% quarter-over-quarter.
  • 191 funds opened new Invesco S&P 500 Equal Weight ETF positions in Q1 2024 and 104 closed out, a net change of +87 holders.
  • The largest Invesco S&P 500 Equal Weight ETF buyer in Q1 2024 was Bank of America, an estimated $543M added.
  • The largest Invesco S&P 500 Equal Weight ETF seller in Q1 2024 was Morgan Stanley, an estimated $3.26B sold.

Based on aggregated 13F filings for Q1 2024.