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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
BCV
1476
Banque Cantonale Vaudoise
Switzerland
$67K +$6.26K +39 +11%
AP
1477
Atwood & Palmer
Missouri
$60.6K -$14.5K -90 -20%
BL
1478
Balentine LLC
Georgia
$57.4K +$161 +1 +0.3%
GJIA
1479
Glass Jacobson Investment Advisors
Maryland
$52.5K +$49.8K +310 New
AAG
1480
Armstrong Advisory Group
Massachusetts
$51.4K
SWA
1481
SOA Wealth Advisors
New York
$51.3K
KFI
1482
Key Financial Inc
Pennsylvania
$50.6K
GWMI
1483
Guardian Wealth Management (Illinois)
Illinois
$49.7K
WWM
1484
Wolff Wiese Magana
California
$49.3K
BCWM
1485
Bartlett & Co Wealth Management
Ohio
$47.4K -$44.6K -278 -50%
CAC
1486
Core Alternative Capital
Georgia
$46.6K +$44.2K +275 New
CSWM
1487
Cassady Schiller Wealth Management
Ohio
$43.7K
LI
1488
LRI Investments
Florida
$43.2K +$40.9K +255 New
PP
1489
PrairieView Partners
Minnesota
$43K
MA
1490
MCF Advisors
Kentucky
$42.3K
SVCP
1491
Silicon Valley Capital Partners
California
$40.8K +$38.7K +241 New
WWMSC
1492
Wagner Wealth Management (South Carolina)
South Carolina
$38.5K +$161 +1 +0.4%
AW
1493
Avion Wealth
Texas
$38K
CIR
1494
Clear Investment Research
Georgia
$37.3K
DCM
1495
Davis Capital Management
Florida
$37K
SWC
1496
Spectrum Wealth Counsel
Indiana
$35.9K +$34K +212 New
LC
1497
Lindbrook Capital
California
$35.2K
MAM
1498
Marquette Asset Management
Minnesota
$35.1K
HGERS
1499
Householder Group Estate & Retirement Specialist
Arizona
$33.9K +$161 +1 +0.5%
CT
1500
Clearstead Trust
Maine
$33.9K

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.