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Invesco S&P 500 Equal Weight ETF

1,599 hedge funds and large institutions have $35.9B invested in Invesco S&P 500 Equal Weight ETF in 2024 Q2 according to their latest regulatory filings, with 148 funds opening new positions, 663 increasing their positions, 562 reducing their positions, and 102 closing their positions.

New
Increased
Maintained
Reduced
Closed

45% more first-time investments, than exits

New positions opened: 148 | Existing positions closed: 102

18% more repeat investments, than reductions

Existing positions increased: 663 | Existing positions reduced: 562

6% more capital invested

Capital invested by funds: $34B → $35.9B (+$1.91B)

5.37% more ownership

Funds ownership: 63.49%68.85% (+5.4%)

1% more funds holding

Funds holding: 1,5771,599 (+22)

5% less funds holding in top 10

Funds holding in top 10: 211200 (-11)

27% less call options, than puts

Call options by funds: $752M | Put options by funds: $1.02B

Holders
1,599
Holders Change
+22
Holders Change %
+1.4%
% of All Funds
23.09%
Holding in Top 10
200
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-5.21%
% of All Funds
2.89%
New
148
Increased
663
Reduced
562
Closed
102
Calls
$752M
Puts
$1.02B
Net Calls
-$272M
Net Calls Change
+$382M
Name Holding Trade Value Shares
Change
Change in
Stake
ERWM
126
Elk River Wealth Management
Colorado
$30.9M +$591K +3,594 +2%
SFP
127
Shepherd Financial Partners
Massachusetts
$30.9M -$7.48M -45,485 -19%
Creative Planning
128
Creative Planning
Kansas
$30.3M -$539K -3,277 -2%
AT
129
Arvest Trust
Oklahoma
$30.1M -$498K -3,027 -2%
MNA
130
Manning & Napier Advisors
New York
$29.5M +$29.6M +179,738 New
SRC
131
Shufro Rose & Co
New York
$28.8M -$11.9M -72,234 -29%
MA
132
Montag & Associates
Georgia
$28.7M -$1.23M -7,500 -4%
IWC
133
Integrated Wealth Concepts
Massachusetts
$28.5M +$8.23M +50,009 +40%
SCM
134
Steele Capital Management
Iowa
$28.3M +$1.57M +9,534 +6%
CC
135
Courier Capital
New York
$27.8M -$4.79M -29,118 -15%
MM
136
Main Management
California
$27.8M -$371K -2,256 -1%
VCM
137
Virtue Capital Management
Tennessee
$27.4M -$1.26M -7,643 -5%
Bank of Nova Scotia
138
Bank of Nova Scotia
Ontario, Canada
$27.3M -$56.2M -341,507 -67%
SCM
139
Sebold Capital Management
Illinois
$27.1M -$126K -765 -0.5%
DIP
140
Davis Investment Partners
North Carolina
$27.1M +$434K +2,636 +2%
Bank of Montreal
141
Bank of Montreal
Ontario, Canada
$27M -$3.75M -22,769 -12%
GC
142
Gillson Capital
Illinois
$26.9M -$19.9M -121,100 -42%
SFA
143
Sequoia Financial Advisors
Ohio
$26.8M -$823K -5,001 -3%
AWA
144
Arete Wealth Advisors
Illinois
$26.5M -$11.3M -68,867 -30%
BPA
145
Beacon Pointe Advisors
California
$25.9M -$1.09M -6,645 -4%
Neuberger Berman Group
146
Neuberger Berman Group
New York
$25.8M -$14.6M -88,826 -36%
TWM
147
Tradition Wealth Management
Minnesota
$25.7M -$631K -3,839 -2%
AWM
148
Activest Wealth Management
Florida
$25.6M +$1.83M +11,112 +8%
FHA
149
First Horizon Advisors
Tennessee
$25.5M +$721K +4,386 +3%
AO
150
Advisor OS
Illinois
$25.2M +$1.55M +9,418 +7%

RSP Hedge Fund Activity: Q2 2024 in Review

1,599 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Equal Weight ETF (RSP) for Q2 2024, worth a combined $35.9B — up 5.6% from $34B a quarter earlier.

Buyers outnumbered sellers: 148 funds opened new RSP positions and 102 closed out — a net gain of 46 holders — while 663 added to existing stakes and 562 trimmed.

The largest buyer was Northwestern Mutual Wealth Management, adding an estimated $3.02B. The largest seller was Clal Insurance, exiting entirely with an estimated $587M sold.

  • 1,599 institutional investors held Invesco S&P 500 Equal Weight ETF (RSP) as of Q2 2024, up from 1,577 in Q1 2024.
  • Funds reported $35.9B of Invesco S&P 500 Equal Weight ETF stock for Q2 2024, up 5.6% quarter-over-quarter.
  • 148 funds opened new Invesco S&P 500 Equal Weight ETF positions in Q2 2024 and 102 closed out, a net change of +46 holders.
  • The largest Invesco S&P 500 Equal Weight ETF buyer in Q2 2024 was Northwestern Mutual Wealth Management, an estimated $3.02B added.
  • The largest Invesco S&P 500 Equal Weight ETF seller in Q2 2024 was Clal Insurance, an estimated $587M sold.

Based on aggregated 13F filings for Q2 2024.