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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
FGAM
1501
Financial Gravity Asset Management
Texas
$33.1K +$16.2K +101 +100%
CAM
1502
Creekmur Asset Management
Illinois
$32.9K +$14.5K +90 +87%
Credit Agricole
1503
Credit Agricole
France
$32.6K +$620K +3,863 +23%
IWP
1504
IAG Wealth Partners
Wisconsin
$32.2K
CNBTD
1505
Citizens National Bank Trust Department
Mississippi
$32.2K
FP
1506
Financial Perspectives
Minnesota
$31.3K
RG
1507
Retirement Group
California
$31.3K
HR
1508
Howe & Rusling
New York
$28.5K +$803 +5 +3%
YDMI
1509
Y.D. More Investments
Israel
$27.9K
PWM
1510
Partnership Wealth Management
Maryland
$27.4K
CSC
1511
Caldwell Sutter Capital
California
$27.3K
CFG
1512
Cambridge Financial Group
Ohio
$27.1K
WCM
1513
Wunderlich Capital Managemnt
Tennessee
$26.8K +$25.4K +158 New
FG
1514
Fairman Group
Pennsylvania
$26.5K +$25.2K +157 New
CT
1515
Cambridge Trust
Massachusetts
$26.1K
FRA
1516
Front Row Advisors
California
$25.4K
FIM
1517
Fernwood Investment Management
Massachusetts
$25.4K +$24.1K +150 New
HDIM
1518
Hanson & Doremus Investment Management
Vermont
$25K
OAJ
1519
Ogorek Anthony Joseph
New York
$25K
TIM
1520
Thompson Investment Management
Wisconsin
$24.9K +$4.66K +29 +25%
PGAM
1521
Princeton Global Asset Management
New Jersey
$24.7K
GIA
1522
GHP Investment Advisors
Colorado
$24.2K
B
1523
Birchbrook
Maine
$23.5K
SC
1524
Solstein Capital
California
$22.8K +$161 +1 +0.7%
PA
1525
Pineridge Advisors
Missouri
$22.5K -$61.8K -385 -74%

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.