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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
HIP
1401
HUB Investment Partners
Texas
$215K +$204K +1,269 New
FCM
1402
Fogel Capital Management
Florida
$215K
HG
1403
Harbor Group
New Hampshire
$214K +$203K +1,265 New
BHWM
1404
Bar Harbor Wealth Management
New Hampshire
$213K +$202K +1,257 New
LA
1405
LPF Advisors
Florida
$212K +$201K +1,249 New
TFA
1406
Toth Financial Advisory
Virginia
$210K +$199K +1,240 New
BBA
1407
BLB&B Advisors
Pennsylvania
$209K +$198K +1,236 New
VWM
1408
Vigilare Wealth Management
Arizona
$209K -$146K -907 -42%
MCA
1409
Millennium Capital Advisors
Arkansas
$209K +$198K +1,233 New
EFA
1410
Edge Financial Advisors
Illinois
$209K +$198K +1,232 New
SIG
1411
Sargent Investment Group
Maryland
$207K +$197K +1,225 New
OMC
1412
Old Mission Capital
Illinois
$207K +$196K +1,221 New
TAM
1413
TCP Asset Management
Ohio
$207K +$196K +1,220 New
BSWM
1414
Boston Standard Wealth Management
Massachusetts
$206K +$196K +1,219 New
SGI
1415
Summit Global Investments
Utah
$204K -$76K -473 -28%
OWA
1416
Octavia Wealth Advisors
Ohio
$204K +$193K +1,203 New
EW
1417
Element Wealth
Mississippi
$203K
DMC
1418
Drexel Morgan & Co
Pennsylvania
$203K +$193K +1,200 New
HKIM
1419
Hayek Kallen Investment Management
Alabama
$203K +$193K +1,200 New
MCI
1420
McDonald Capital Investors
California
$202K +$192K +1,195 New
PFC
1421
Phocas Financial Corp
California
$202K +$191K +1,192 New
Members Trust
1422
Members Trust
Florida
$202K +$191K +1,190 New
BFIM
1423
Beese Fulmer Investment Management
Ohio
$201K +$191K +1,189 New
SWM
1424
SFG Wealth Management
Maryland
$200K +$190K +1,182 New
FFWM
1425
Future Financial Wealth Management
Ohio
$200K +$189K +1,180 New

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.