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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
CFG
1501
Cooper Financial Group
California
$233K +$222K +1,298 New
HI
1502
Hudock Inc
Pennsylvania
$231K +$854 +5 +0.4%
IFA
1503
Index Fund Advisors
California
$231K – – –
WIM
1504
Westside Investment Management
California
$230K +$134K +786 +157%
SA
1505
Stewardship Advisors
Pennsylvania
$230K +$220K +1,286 New
LIM
1506
Loudon Investment Management
New Hampshire
$230K +$220K +1,285 New
CAM
1507
Concorde Asset Management
Michigan
$229K -$12.6K -74 -5%
HG
1508
Harbor Group
New Hampshire
$228K +$854 +5 +0.4%
BWL
1509
Bogart Wealth LLC
Virginia
$228K +$70.7K +414 +48%
KWA
1510
Kellett Wealth Advisors
Ohio
$228K -$144K -845 -40%
MTIC
1511
Missouri Trust & Investment Company
Missouri
$228K +$149K +875 +220%
KFA
1512
Kelleher Financial Advisors
New York
$227K – – –
RIP
1513
RAM Investment Partners
Washington
$227K – – –
SI
1514
Saxon Interests
Texas
$226K +$216K +1,264 New
SIG
1515
Sargent Investment Group
Maryland
$226K – – –
MWM
1516
Mission Wealth Management
California
$224K +$214K +1,253 New
SIS
1517
Sound Income Strategies
Florida
$224K -$331K -1,936 -61%
LA
1518
LPF Advisors
Florida
$224K – – –
ACP
1519
Aveo Capital Partners
Colorado
$220K +$210K +1,230 New
SFA
1520
Semmax Financial Advisors
North Carolina
$218K – – –
HIP
1521
HUB Investment Partners
Texas
$215K +$205K +1,202 New
SGK
1522
Steigerwald Gordon & Koch
Virginia
$215K +$205K +1,200 New
HKIM
1523
Hayek Kallen Investment Management
Alabama
$215K +$205K +1,200 New
EW
1524
Element Wealth
Mississippi
$215K – – –
LSAG
1525
Lake Street Advisors Group
New Hampshire
$215K -$118K -689 -37%
59 60
61
62 63

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.