Invesco S&P 500 Equal Weight ETF
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.
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
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$430M |
| 2 |
ERSOT
Employees Retirement System of Texas
Austin,
Texas
|
+$351M |
| 3 |
TPSF
Texas Permanent School Fund
Austin,
Texas
|
+$333M |
| 4 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
+$309M |
| 5 |
CM
Cercano Management
Bellevue,
Washington
|
+$204M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SFC
Strategic Financial Concepts
San Antonio,
Texas
|
-$1.09B |
| 2 |
Truist Financial
Charlotte,
North Carolina
|
-$351M |
| 3 |
Goldman Sachs
New York
|
-$239M |
| 4 |
US Bancorp
Minneapolis,
Minnesota
|
-$224M |
| 5 |
CIA
Choate Investment Advisors
Boston,
Massachusetts
|
-$166M |
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.