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Invesco S&P 500 Equal Weight ETF

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: 202211 (+9)

4% more funds holding

Funds holding: 1,5121,577 (+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
22.72%
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
Name Holding Trade Value Shares
Change
Change in
Stake
PWLP
1376
Prio Wealth Limited Partnership
Massachusetts
$234K +$222K +1,384 New
CAWM
1377
Capital Advisors Wealth Management
Washington
$234K +$7.39K +46 +3%
HSWM
1378
Hubbell Strickland Wealth Management
Louisiana
$234K +$963 +6 +0.4%
GLA
1379
Great Lakes Advisors
Illinois
$234K +$18K +112 +9%
CWP
1380
Cyndeo Wealth Partners
Florida
$234K
MPM
1381
Meritage Portfolio Management
Kansas
$233K -$963 -6 -0.4%
LNB
1382
Ledyard National Bank
$232K -$8.03K -50 -4%
RWM
1383
Rockwood Wealth Management
Pennsylvania
$232K
WQ
1384
Wealth Quarterback
New Jersey
$231K +$219K +1,365 New
RA
1385
RiverTree Advisors
Florida
$231K
AA
1386
Advisory Alpha
Michigan
$230K +$218K +1,356 New
CC
1387
Cadinha & Co
Hawaii
$227K +$216K +1,342 New
CNB
1388
Camden National Bank
Maine
$227K
FEM
1389
Fulcrum Equity Management
Texas
$226K -$19.9K -124 -8%
MBTD
1390
Mechanics Bank - Trust Department
California
$226K -$83.5K -520 -28%
BIP
1391
Blueprint Investment Partners
North Carolina
$224K +$212K +1,323 New
CAM
1392
CPA Asset Management
Florida
$224K -$82.1K -511 -28%
Bank Julius Baer & Co
1393
Bank Julius Baer & Co
Switzerland
$224K
UB
1394
Umpqua Bank
Oregon
$223K +$211K +1,316 New
NHC
1395
Nicholas Hoffman & Company
Georgia
$222K
MCI
1396
MRP Capital Investments
Georgia
$220K
IFA
1397
Index Fund Advisors
California
$218K
SIG
1398
Sky Investment Group
Connecticut
$218K
RCS
1399
Retirement Capital Strategies
California
$218K +$207K +1,290 New
DI
1400
Disciplined Investments
Oklahoma
$216K

RSP Hedge Fund Activity: Q1 2024 in Review

1,577 of the 6,942 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.