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Invesco S&P 500 Equal Weight ETF

1,913 hedge funds and large institutions have $53.3B invested in Invesco S&P 500 Equal Weight ETF in 2024 Q4 according to their latest regulatory filings, with 344 funds opening new positions, 822 increasing their positions, 502 reducing their positions, and 98 closing their positions.

New
Increased
Maintained
Reduced
Closed

251% more first-time investments, than exits

New positions opened: 344 | Existing positions closed: 98

64% more repeat investments, than reductions

Existing positions increased: 822 | Existing positions reduced: 502

30% more capital invested

Capital invested by funds: $40.9B → $53.3B (+$12.4B)

13% more funds holding

Funds holding: 1,6961,913 (+217)

10% more funds holding in top 10

Funds holding in top 10: 232256 (+24)

0.92% more ownership

Funds ownership: 63.64%64.56% (+0.92%)

48% less call options, than puts

Call options by funds: $1.55B | Put options by funds: $2.99B

Holders
1,913
Holders Change
+217
Holders Change %
+12.79%
% of All Funds
25.2%
Holding in Top 10
256
Holding in Top 10 Change
+24
Holding in Top 10 Change %
+10.34%
% of All Funds
3.37%
New
344
Increased
822
Reduced
502
Closed
98
Calls
$1.55B
Puts
$2.99B
Net Calls
-$1.44B
Net Calls Change
-$120M
Name Holding Trade Value Shares
Change
Change in
Stake
AFC
1576
AFT Forsyth & Company
Florida
$315K -$8.32K -46 -2%
HSWS
1577
Higgins & Schmidt Wealth Strategies
Colorado
$315K -$33.3K -184 -9%
Luther King Capital Management (LKCM)
1578
Luther King Capital Management (LKCM)
Texas
$314K
CPL
1579
CAP Partners LLC
Tennessee
$314K
MWA
1580
Medallion Wealth Advisors
Connecticut
$314K +$324K +1,792 New
HFA
1581
High Falls Advisors
New York
$313K +$904 +5 +0.3%
SI
1582
Saxon Interests
Texas
$312K +$93.1K +515 +41%
UAG
1583
United Advisor Group
Ohio
$310K -$45.9K -254 -13%
KMC
1584
Kirr Marbach & Co
Indiana
$307K
PRS
1585
Pinkerton Retirement Specialists
Idaho
$303K
BSWM
1586
Boston Standard Wealth Management
Massachusetts
$300K +$11K +61 +4%
OAJ
1587
Ogorek Anthony Joseph
New York
$300K +$282K +1,562 +1,021%
KJHP
1588
K.J. Harrison & Partners
Ontario, Canada
$300K -$70.5K -390 -19%
GGS
1589
Galvin Gaustad & Stein
Arizona
$299K +$723 +4 +0.2%
Chevy Chase Trust
1590
Chevy Chase Trust
Maryland
$299K +$68.7K +380 +29%
BHWM
1591
Bar Harbor Wealth Management
New Hampshire
$299K +$27.1K +150 +10%
TIM
1592
Tortoise Investment Management
New York
$298K
JWM
1593
JPL Wealth Management
Colorado
$298K +$307K +1,698 New
MFA
1594
Mayflower Financial Advisors
Massachusetts
$297K +$306K +1,694 New
AFIA
1595
America First Investment Advisors
Nebraska
$296K +$16.1K +89 +6%
KFP
1596
KMG Fiduciary Partners
Ohio
$296K
JFGIW
1597
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$294K
CPA
1598
Clear Point Advisors
New York
$294K +$12.7K +70 +4%
FPGK
1599
Financial Partners Group (Kansas)
Kansas
$294K +$303K +1,675 New
SAM
1600
SignalPoint Asset Management
Missouri
$293K

RSP Hedge Fund Activity: Q4 2024 in Review

1,913 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Equal Weight ETF (RSP) for Q4 2024, worth a combined $53.3B — up 30% from $40.9B a quarter earlier.

Buyers outnumbered sellers: 344 funds opened new RSP positions and 98 closed out — a net gain of 246 holders — while 822 added to existing stakes and 502 trimmed.

The largest buyer was Texas Permanent School Fund, adding an estimated $1.12B. The largest seller was NWI Management, exiting entirely with an estimated $179M sold.

  • 1,913 institutional investors held Invesco S&P 500 Equal Weight ETF (RSP) as of Q4 2024, up from 1,696 in Q3 2024.
  • Funds reported $53.3B of Invesco S&P 500 Equal Weight ETF stock for Q4 2024, up 30% quarter-over-quarter.
  • 344 funds opened new Invesco S&P 500 Equal Weight ETF positions in Q4 2024 and 98 closed out, a net change of +246 holders.
  • The largest Invesco S&P 500 Equal Weight ETF buyer in Q4 2024 was Texas Permanent School Fund, an estimated $1.12B added.
  • The largest Invesco S&P 500 Equal Weight ETF seller in Q4 2024 was NWI Management, an estimated $179M sold.

Based on aggregated 13F filings for Q4 2024.