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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
IIC
1451
Integrated Investment Consultants
Michigan
$267K +$171 +1 +0.1%
OWP
1452
ORG Wealth Partners
Texas
$266K +$253K +1,483 New
WF
1453
Welch & Forbes
Massachusetts
$265K +$1.2K +7 +0.5%
MIA
1454
MMBG Investment Advisors
Florida
$264K +$252K +1,474 New
PCH
1455
PGIM Custom Harvest
New Jersey
$261K +$249K +1,456 New
ACA
1456
Atlas Capital Advisors
Wyoming
$260K +$79.4K +465 +47%
RMCM
1457
Reynders McVeigh Capital Management
Massachusetts
$260K -$21.4K -125 -8%
KSWA
1458
Kathleen S. Wright Associates
Pennsylvania
$258K – – –
AP
1459
Adero Partners
California
$258K – – –
QWP
1460
Quotient Wealth Partners
Texas
$258K +$246K +1,440 New
GGA
1461
Granite Group Advisors
Connecticut
$256K – – –
CF
1462
Clarity Financial
Texas
$255K -$342 -2 -0.1%
AWA
1463
Archvest Wealth Advisors
California
$255K – – –
CCM
1464
Coldstream Capital Management
Washington
$254K – – –
VCP
1465
Verus Capital Partners
Arizona
$253K -$5.3K -31 -2%
AWM
1466
Accurate Wealth Management
Florida
$253K -$10.6K -62 -4%
FAM
1467
Formidable Asset Management
Ohio
$251K -$244K -1,428 -50%
MI
1468
Motiv8 Investments
Florida
$251K -$15.4K -90 -6%
AIM
1469
Acropolis Investment Management
Missouri
$251K – – –
CWM
1470
Calamos Wealth Management
Illinois
$251K – – –
WAG
1471
Windsor Advisory Group
Ohio
$250K +$238K +1,396 New
HSWM
1472
Hubbell Strickland Wealth Management
Louisiana
$250K +$1.02K +6 +0.4%
MAG
1473
Mayfair Advisory Group
Alabama
$249K +$7.35K +43 +3%
FC
1474
Fairscale Capital
New Hampshire
$249K -$137K -800 -37%
CAM
1475
CPA Asset Management
Florida
$248K +$10.6K +62 +5%
57 58
59
60 61

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.