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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
LCWP
1626
Legacy Capital Wealth Partners
Arkansas
-$1.3M -8,241 Closed
BCM
1627
Bayesian Capital Management
New York
-$1.3M -8,226 Closed
PCM
1628
Palisade Capital Management
New Jersey
-$1.28M -8,108 Closed
CA
1629
Claro Advisors
Massachusetts
-$1.25M -7,894 Closed
PVH
1630
Psagot Value Holdings
Israel
-$1.17M -7,407 Closed
DFA
1631
DHK Financial Advisors
New Hampshire
-$1.14M -7,196 Closed
NCM
1632
Novare Capital Management
North Carolina
-$1.03M -6,540 Closed
MWM
1633
Moran Wealth Management
Florida
-$943K -5,973 Closed
CWM
1634
Curi Wealth Management
North Carolina
-$940K -5,957 Closed
HHGC
1635
Hunting Hill Global Capital
New York
-$931K -5,900 Closed
ClearBridge Investments
1636
ClearBridge Investments
New York
-$929K -5,890 Closed
OWM
1637
OneAscent Wealth Management
Alabama
-$877K -5,560 Closed
BWM
1638
BNC Wealth Management
Oregon
-$813K -5,153 Closed
JGC
1639
J. Goldman & Co
New York
-$710K -4,500 Closed
EFG
1640
Ehrlich Financial Group
California
-$670K -4,245 Closed
LTL
1641
Lowery Thomas LLC
California
-$574K -3,641 Closed
CCP
1642
Carmel Capital Partners
California
-$567K -3,592 Closed
CFO
1643
Callan Family Office
Pennsylvania
-$522K -3,306 Closed
CPC
1644
Congress Park Capital
New York
-$502K -3,180 Closed
CM
1645
Columbus Macro
Pennsylvania
-$497K -3,149 Closed
LWM
1646
Laidlaw Wealth Management
New York
-$495K -3,136 Closed
CWG
1647
Crown Wealth Group
North Carolina
-$482K -3,053 Closed
NAS
1648
Nicolet Advisory Services
Wisconsin
-$384K -2,465 Closed
CF
1649
Copperwynd Financial
Arizona
-$372K -2,355 Closed
BFA
1650
Beaumont Financial Advisors
Massachusetts
-$332K -2,102 Closed

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.