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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
CSS
1551
Cubist Systematic Strategies
Connecticut
$8.64K +$8.19K +51 New
LF
1552
LifeSteps Financial
California
$8.3K +$7.87K +49 New
PWA
1553
Provenance Wealth Advisors
Florida
$7.96K -$23.8K -148 -76%
GGI
1554
Godsey & Gibb Inc
Virginia
$7.79K
FIM
1555
FWL Investment Management
Texas
$7.62K
CFFP
1556
Center for Financial Planning
Michigan
$7.16K
CMP
1557
Coston McIsaac & Partners
Maine
$7K +$482 +3 +8%
DPW
1558
DiNuzzo Private Wealth
Pennsylvania
$6.95K
PMFA
1559
Plante Moran Financial Advisors
Michigan
$6.78K -$91.5K -570 -93%
BHWM
1560
Bay Harbor Wealth Management
Maryland
$6.44K -$2.25K -14 -27%
ME
1561
McIlrath & Eck
Washington
$6.1K
SCA
1562
Stuart Chaussee & Associates
California
$6.1K
CTA
1563
Colonial Trust Advisors
South Carolina
$5.42K +$5.14K +32 New
LWA
1564
Lowe Wealth Advisors
Maryland
$5.08K
RDIA
1565
RE Dickinson Investment Advisors
Iowa
$5K
AAP
1566
Arax Advisory Partners
Colorado
$4.62K -$2.57K -16 -37%
AssetMark Inc
1567
AssetMark Inc
California
$3.9K -$149K -929 -98%
TCG
1568
Transcendent Capital Group
Oklahoma
$3.73K
AIA
1569
Armor Investment Advisors
North Carolina
$3.73K +$3.53K +22 New
KA
1570
Kozak & Associates
Colorado
$3.4K
HNB
1571
Hilltop National Bank
Wyoming
$3.39K +$3.21K +20 New
VNA
1572
Valley National Advisers
Pennsylvania
$3K +$963 +6 +35%
CPG
1573
Cornerstone Planning Group
New Jersey
$2.93K +$2.89K +18 New
PFA
1574
Pathway Financial Advisers
Indiana
$2.21K +$2.09K +13 New
RS
1575
Rakuten Securities
Japan
$1.69K +$1.61K +10 New

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.