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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
PCMC
1351
Private Capital Management (Colorado)
Colorado
$566K +$201K +1,110 +52%
OFG
1352
Orcam Financial Group
California
$563K
DWM
1353
Destination Wealth Management
California
$561K +$109K +603 +23%
LFG
1354
Larson Financial Group
Missouri
$561K -$131K -723 -18%
EFG
1355
Elios Financial Group
Ohio
$561K +$49.4K +273 +9%
OWA
1356
Opal Wealth Advisors
New York
$560K -$19K -105 -3%
SFP
1357
Sterling Financial Planning
New Jersey
$555K
SIA
1358
Strategic Investment Advisors
Michigan
$553K -$60.6K -335 -10%
CCAM
1359
Cascades Capital Asset Management
North Carolina
$551K +$1.63K +9 +0.3%
WMA
1360
Wealth Management Associates
New Jersey
$548K +$117K +646 +26%
BCM
1361
Birmingham Capital Management
Alabama
$547K -$54.2K -300 -9%
FWM
1362
Foguth Wealth Management
Michigan
$546K +$5.79K +32 +1%
CGFA
1363
Colton Groome Financial Advisors
North Carolina
$546K -$67.8K -375 -11%
CGA
1364
Compound Global Advisors
Washington
$546K +$563K +3,114 New
MSWM
1365
McGlone Suttner Wealth Management
Wisconsin
$541K +$70.3K +389 +14%
DCM
1366
Dudley Capital Management
Virginia
$540K
PWM
1367
Paulson Wealth Management
Illinois
$540K -$58.9K -326 -10%
TFA
1368
Toth Financial Advisory
Virginia
$539K -$47K -260 -8%
MWS
1369
Maxwell Wealth Strategies
California
$539K
WWC
1370
Waypoint Wealth Counsel
Georgia
$538K
IWC
1371
Infinity Wealth Counsel
Ohio
$538K +$555K +3,070 New
GWM
1372
Greenwich Wealth Management
Connecticut
$535K +$4.52K +25 +0.8%
SHFA
1373
Sherrill & Hutchins Financial Advisory
Georgia
$535K -$1.27K -7 -0.2%
PFBT
1374
Parkside Financial Bank & Trust
Missouri
$535K
WB
1375
West Bancorporation
Iowa
$533K -$76.8K -425 -12%

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.