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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
SWA
1401
Serenus Wealth Advisors
California
$506K +$522K +2,886 New
XF
1402
XML Financial
Maryland
$505K -$268K -1,483 -34%
SL
1403
Stevard LLC
Illinois
$502K -$104K -577 -17%
EWM
1404
Elevatus Welath Management
New York
$501K -$203K -1,125 -28%
DWM
1405
David Wealth Management
Virginia
$501K +$516K +2,856 New
AUB
1406
Atlantic Union Bankshares
Virginia
$501K +$10.1K +56 +2%
FFA
1407
Fragasso Financial Advisors
Pennsylvania
$500K -$1.99K -11 -0.4%
CLOS
1408
Compagnie Lombard Odier SCmA
Switzerland
$500K +$516K +2,854 New
BW
1409
BIP Wealth
Georgia
$500K +$245K +1,355 +90%
RWM
1410
Ritholtz Wealth Management
New York
$498K -$57.9K -320 -10%
MCA
1411
MSH Capital Advisors
Arizona
$495K -$92.4K -511 -15%
GC
1412
GatePass Capital
Ohio
$494K +$510K +2,822 New
CICI
1413
Capital Investment Counsel Inc
North Carolina
$493K +$181 +1 +0%
HCM
1414
Hengehold Capital Management
Ohio
$492K +$123K +680 +32%
MC
1415
Mathes Company
New York
$491K +$9.04K +50 +2%
DCM
1416
Donaldson Capital Management
Indiana
$491K +$22.2K +123 +5%
ML
1417
Mayport LLC
Massachusetts
$490K +$506K +2,797 New
RWA
1418
Roberts Wealth Advisors
California
$489K
MWM
1419
Melfa Wealth Management
Massachusetts
$488K +$31.3K +173 +7%
NB
1420
Nicolet Bankshares
Wisconsin
$482K
SIG
1421
Sky Investment Group
Connecticut
$482K
CFO
1422
CVA Family Office
Colorado
$480K +$366K +2,027 +283%
AWP
1423
Astra Wealth Partners
New Jersey
$480K +$495K +2,739 New
CMS
1424
Capital Market Strategies
Florida
$480K -$24.6K -136 -5%
FBC
1425
Fairfield, Bush & Co
Connecticut
$479K +$904 +5 +0.2%

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.