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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
TA
1651
Tactive Advisors
Florida
-$325K -2,060 Closed
MCM
1652
Mitchell Capital Management
Kansas
-$320K -2,025 Closed
AA
1653
Auxano Advisors
Washington
-$309K -1,957 Closed
W
1654
Wealthquest
Ohio
-$306K -1,939 Closed
OP
1655
ORG Partners
Indiana
-$274K -1,739 Closed
VCWA
1656
Vanguard Capital Wealth Advisors
Colorado
-$274K -1,734 Closed
LSAG
1657
Lake Street Advisors Group
New Hampshire
-$265K -1,677 Closed
RBC
1658
Roble Belko & Company
Pennsylvania
-$263K -1,668 Closed
WEG
1659
World Equity Group
Illinois
-$261K -1,652 Closed
MWP
1660
Meridian Wealth Partners
Pennsylvania
-$251K -1,591 Closed
TRCT
1661
Tower Research Capital (TRC)
New York
-$221K -1,403 Closed
KIA
1662
Kraematon Investment Advisors
Massachusetts
-$216K -1,371 Closed
PWAC
1663
Private Wealth Advisors (California)
California
-$211K -1,334 Closed
BP
1664
Ballentine Partners
Massachusetts
-$205K -1,300 Closed
CWM
1665
Centurion Wealth Management
Virginia
-$203K -1,286 Closed
HI
1666
Hudock Inc
Pennsylvania
-$201K -1,274 Closed
SFFS
1667
Stonehage Fleming Financial Services
Jersey
-$180K -1,139 Closed
BMC
1668
Bear Mountain Capital
Washington
-$164K -1,059 Closed
EC
1669
EdgeRock Capital
Colorado
-$143K -905 Closed
ZB
1670
Zions Bancorporation
Utah
-$129K -820 Closed
ODG
1671
O'Dell Group
Ohio
-$66.9K -424 Closed
LFA
1672
LGT Financial Advisors
Texas
-$43.9K -278 Closed
BCM
1673
Bourgeon Capital Management
Connecticut
-$40.2K -255 Closed
DAC
1674
Dividend Assets Capital
South Carolina
-$30K -187 Closed
HI
1675
Hoey Investments
Pennsylvania
-$23.2K -147 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.