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Invesco S&P 500 Equal Weight ETF
RSP

1,696 hedge funds and large institutions have $40.9B invested in Invesco S&P 500 Equal Weight ETF in 2024 Q3 according to their latest regulatory filings, with 211 funds opening new positions, 772 increasing their positions, 486 reducing their positions, and 87 closing their positions.

New
Increased
Maintained
Reduced
Closed

143% more first-time investments, than exits

New positions opened: 211 | Existing positions closed: 87

59% more repeat investments, than reductions

Existing positions increased: 772 | Existing positions reduced: 486

16% more funds holding in top 10

Funds holding in top 10: 200 → 232 (+32)

14% more capital invested

Capital invested by funds: $35.9B → $40.9B (+$4.96B)

6% more funds holding

Funds holding: 1,599 → 1,696 (+97)

5.22% less ownership

Funds ownership: 68.85% → 63.64% (-5.2%)

75% less call options, than puts

Call options by funds: $436M | Put options by funds: $1.76B

Holders
1,696
Holders Change
+97
Holders Change %
+6.07%
% of All Funds
24.35%
Holding in Top 10
232
Holding in Top 10 Change
+32
Holding in Top 10 Change %
+16%
% of All Funds
3.33%
New
211
Increased
772
Reduced
486
Closed
87
Calls
$436M
Puts
$1.76B
Net Calls
-$1.32B
Net Calls Change
-$1.05B

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$430M
2
ERSOT
Employees Retirement System of Texas
Texas
+$351M
3
TPSF
Texas Permanent School Fund
Texas
+$333M
4
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$309M
5
CM
Cercano Management
Washington
+$204M

Top Sellers

Rank Fund Capital Flow
1
SFC
Strategic Financial Concepts
Texas
-$1.09B
2
Truist Financial
Truist Financial
North Carolina
-$351M
3
Goldman Sachs
Goldman Sachs
New York
-$239M
4
US Bancorp
US Bancorp
Minnesota
-$224M
5
CIA
Choate Investment Advisors
Massachusetts
-$166M
Name Holding Trade Value Shares
Change 		Change in
Stake
CAG
1426
Crestwood Advisors Group
Massachusetts
$284K -$167K -979 -38%
TWM
1427
Trinity Wealth Management
Pennsylvania
$282K +$2.05K +12 +0.8%
MFC
1428
Morris Financial Concepts
South Carolina
$280K +$267K +1,563 New
TIA
1429
Traphagen Investment Advisors
New Jersey
$280K -$53.1K -311 -17%
LPAM
1430
Lodestar Private Asset Management
California
$280K +$20.8K +122 +8%
BHWM
1431
Bar Harbor Wealth Management
New Hampshire
$279K – – –
FCG
1432
Fielder Capital Group
Tennessee
$279K +$266K +1,555 New
LGW
1433
Leslie Global Wealth
Illinois
$278K +$265K +1,553 New
EWM
1434
Executive Wealth Management
Michigan
$278K -$28.9K -169 -10%
BCCM
1435
Bridge Creek Capital Management
Massachusetts
$278K +$5.98K +35 +2%
AWAG
1436
ARS Wealth Advisors Group
Florida
$277K – – –
PA
1437
Promethium Advisors
Maryland
$276K +$263K +1,542 New
CRI
1438
Commonwealth Retirement Investments
Virginia
$276K +$263K +1,538 New
MAS
1439
Madden Advisory Services
Florida
$275K +$262K +1,536 New
SCA
1440
Sage Capital Advisors
South Dakota
$275K +$13.7K +80 +6%
WTA
1441
Washington Trust Advisors
Massachusetts
$274K – – –
KCM
1442
Kanawha Capital Management
Virginia
$272K – – –
TCWA
1443
Turtle Creek Wealth Advisors
Texas
$271K +$20.8K +122 +9%
MRI
1444
Mad River Investors
Massachusetts
$270K -$20.2K -118 -7%
WIM
1445
Warwick Investment Management
Texas
$270K – – –
GI
1446
GAMMA Investing
California
$269K – – –
CIC
1447
Chilton Investment Company
Connecticut
$269K – – –
MGWA
1448
Monument Group Wealth Advisors
Massachusetts
$269K +$854 +5 +0.3%
BW
1449
BIP Wealth
Georgia
$268K +$14.2K +83 +6%
TDC
1450
Thompson Davis & Co
Virginia
$267K – – –
56 57
58
59 60

RSP Hedge Fund Activity: Q3 2024 in Review

1,696 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Equal Weight ETF (RSP) for Q3 2024, worth a combined $40.9B — up 14% from $35.9B a quarter earlier.

Buyers outnumbered sellers: 211 funds opened new RSP positions and 87 closed out — a net gain of 124 holders — while 772 added to existing stakes and 486 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $430M. The largest seller was Strategic Financial Concepts, cutting an estimated $1.09B.

  • 1,696 institutional investors held Invesco S&P 500 Equal Weight ETF (RSP) as of Q3 2024, up from 1,599 in Q2 2024.
  • Funds reported $40.9B of Invesco S&P 500 Equal Weight ETF stock for Q3 2024, up 14% quarter-over-quarter.
  • 211 funds opened new Invesco S&P 500 Equal Weight ETF positions in Q3 2024 and 87 closed out, a net change of +124 holders.
  • The largest Invesco S&P 500 Equal Weight ETF buyer in Q3 2024 was Morgan Stanley, an estimated $430M added.
  • The largest Invesco S&P 500 Equal Weight ETF seller in Q3 2024 was Strategic Financial Concepts, an estimated $1.09B sold.

Based on aggregated 13F filings for Q3 2024.