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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
SFA
1426
Semmax Financial Advisors
North Carolina
$197K
CMBA
1427
C.M. Bidwell & Associates
Hawaii
$195K
WIC
1428
Woodmont Investment Counsel
Tennessee
$178K +$168K +1,048 New
CI Investments Inc
1429
CI Investments Inc
Ontario, Canada
$169K +$161K +1,000 New
DZ Bank
1430
DZ Bank
Germany
$169K +$160K +995 New
ACA
1431
Atlas Capital Advisors
Wyoming
$167K +$12K +75 +8%
TCM
1432
TruNorth Capital Management
Michigan
$164K +$155K +967 New
PA
1433
PSI Advisors
Florida
$162K +$1.61K +10 +1%
FAM
1434
Family Asset Management
South Carolina
$161K -$959K -5,973 -86%
EL
1435
EMFO LLC
Florida
$158K +$161 +1 +0.1%
LFA
1436
Legend Financial Advisors
Pennsylvania
$150K -$21.8K -136 -13%
LFG
1437
Larson Financial Group
Missouri
$145K +$109K +680 +386%
HFS
1438
Hantz Financial Services
Michigan
$144K
OC
1439
Oakworth Capital
Alabama
$142K
GI
1440
GS Investments
Minnesota
$142K -$17.7K -110 -12%
MIM
1441
Macroview Investment Management
Maryland
$136K +$161 +1 +0.1%
GI
1442
GAMMA Investing
California
$135K +$89.8K +559 +232%
CFO
1443
CVA Family Office
Colorado
$119K +$35.3K +220 +46%
BWL
1444
Bogart Wealth LLC
Virginia
$119K +$482 +3 +0.4%
Optiver Holding
1445
Optiver Holding
Netherlands
$118K +$112K +697 New
AAG
1446
Accordant Advisory Group
Maryland
$117K +$111K +691 New
CPG
1447
Custom Portfolio Group
Colorado
$117K
NFSG
1448
Newbridge Financial Services Group
Florida
$109K -$71.3K -444 -41%
CSB
1449
City State Bank
Iowa
$107K
RTL
1450
Red Tortoise LLC
Georgia
$106K -$426K -2,651 -81%

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.