We are live on ! Find out more
RSP icon

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
RCS
1526
Retirement Capital Strategies
California
$215K +$205K +1,198 New
MCI
1527
McDonald Capital Investors
California
$214K +$204K +1,195 New
LAS
1528
LWM Advisory Services
Florida
$213K +$203K +1,190 New
BFIM
1529
Beese Fulmer Investment Management
Ohio
$213K +$203K +1,188 New
CWA
1530
Canvas Wealth Advisors
Kansas
$211K +$201K +1,179 New
CPA
1531
Capital Performance Advisors
California
$210K +$201K +1,174 New
SVWAG
1532
Sound View Wealth Advisors Group
Georgia
$210K +$200K +1,170 New
DSC
1533
Duncker Streett & Co
Missouri
$209K +$199K +1,164 New
PFA
1534
Pure Financial Advisors
California
$208K +$198K +1,160 New
CMBA
1535
C.M. Bidwell & Associates
Hawaii
$206K – – –
GPA
1536
Guidance Point Advisors
Massachusetts
$206K +$196K +1,150 New
CT
1537
Colonial Trust
South Carolina
$206K +$197K +1,151 New
TWM
1538
Tanglewood Wealth Management
Texas
$205K +$196K +1,145 New
BBA
1539
BLB&B Advisors
Pennsylvania
$204K +$195K +1,140 New
SFFS
1540
Stonehage Fleming Financial Services
Jersey
$204K – – –
FCM
1541
Fourpath Capital Management
Oklahoma
$204K -$263K -1,538 -57%
PA
1542
Parkside Advisors
California
$202K +$193K +1,128 New
CG
1543
Clarus Group
Texas
$202K +$192K +1,125 New
MAM
1544
Mystic Asset Management
Rhode Island
$202K +$192K +1,125 New
LIA
1545
Lynx Investment Advisory
District of Columbia
$200K +$17.6K +103 +10%
Optiver Holding
1546
Optiver Holding
Netherlands
$185K +$176K +1,031 New
HFS
1547
Hantz Financial Services
Michigan
$178K +$24.8K +145 +17%
BL
1548
Balentine LLC
Georgia
$176K -$9.4K -55 -5%
SAM
1549
S.A. Mason
Michigan
$175K +$167K +975 New
PA
1550
PSI Advisors
Florida
$174K -$2.9K -17 -2%
60 61
62
63 64

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.