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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
TWA
1476
TCI Wealth Advisors
Arizona
$248K +$237K +1,385 New
MPM
1477
Meritage Portfolio Management
Kansas
$246K +$171 +1 +0.1%
MCA
1478
Millennium Capital Advisors
Arkansas
$245K +$22.6K +132 +11%
GLA
1479
Great Lakes Advisors
Illinois
$245K -$342 -2 -0.1%
AFAS
1480
Acorn Financial Advisory Services
Virginia
$242K -$683 -4 -0.3%
SWM
1481
SFG Wealth Management
Maryland
$242K +$19.6K +115 +9%
AWA
1482
ARQ Wealth Advisors
Arizona
$241K – – –
PIM
1483
Penobscot Investment Management
Massachusetts
$241K +$230K +1,345 New
SEP
1484
Southland Equity Partners
Missouri
$240K -$69.7K -408 -23%
JSA
1485
Jim Saulnier & Associates
Colorado
$240K +$228K +1,337 New
SFA
1486
Spectrum Financial Alliance
Kentucky
$240K +$228K +1,337 New
Chevy Chase Trust
1487
Chevy Chase Trust
Maryland
$238K +$227K +1,327 New
FCAS
1488
First Command Advisory Services
Texas
$237K -$4.78K -28 -2%
LFASL
1489
Lugano Financial Advisors SA (LFA)
Switzerland
$237K +$226K +1,323 New
Bank Julius Baer & Co
1490
Bank Julius Baer & Co
Switzerland
$236K -$12.5K -73 -6%
FCM
1491
Fogel Capital Management
Florida
$236K – – –
WB
1492
Webster Bank
Connecticut
$236K – – –
CIA
1493
Cascade Investment Advisors
Oregon
$235K +$224K +1,314 New
MBI
1494
May Barnhard Investments
Maryland
$235K +$224K +1,313 New
FA
1495
Fermata Advisors
California
$234K +$224K +1,309 New
BC
1496
Bricktown Capital
Michigan
$234K – – –
NHC
1497
Nicholas Hoffman & Company
Georgia
$234K – – –
MBTD
1498
Mechanics Bank - Trust Department
California
$233K – – –
MCI
1499
MRP Capital Investments
Georgia
$233K – – –
BOH
1500
Bank of Hawaii
Hawaii
$233K – – –
58 59
60
61 62

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.