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Invesco S&P 500 Equal Weight ETF

1,599 hedge funds and large institutions have $35.9B invested in Invesco S&P 500 Equal Weight ETF in 2024 Q2 according to their latest regulatory filings, with 148 funds opening new positions, 663 increasing their positions, 562 reducing their positions, and 102 closing their positions.

New
Increased
Maintained
Reduced
Closed

45% more first-time investments, than exits

New positions opened: 148 | Existing positions closed: 102

18% more repeat investments, than reductions

Existing positions increased: 663 | Existing positions reduced: 562

6% more capital invested

Capital invested by funds: $34B → $35.9B (+$1.91B)

5.37% more ownership

Funds ownership: 63.49%68.85% (+5.4%)

1% more funds holding

Funds holding: 1,5771,599 (+22)

5% less funds holding in top 10

Funds holding in top 10: 211200 (-11)

27% less call options, than puts

Call options by funds: $752M | Put options by funds: $1.02B

Holders
1,599
Holders Change
+22
Holders Change %
+1.4%
% of All Funds
23.09%
Holding in Top 10
200
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-5.21%
% of All Funds
2.89%
New
148
Increased
663
Reduced
562
Closed
102
Calls
$752M
Puts
$1.02B
Net Calls
-$272M
Net Calls Change
+$382M
Name Holding Trade Value Shares
Change
Change in
Stake
SPIA
151
Steward Partners Investment Advisory
New York
$25.2M -$152K -923 -0.6%
SIM
152
Stratos Investment Management
Ohio
$24.7M +$1.24M +7,530 +5%
SWA
153
Sightline Wealth Advisors
Connecticut
$24.7M -$358K -2,174 -1%
PTC
154
Petrus Trust Company
Texas
$24.4M
PGFC
155
Peapack-Gladstone Financial Corp
New Jersey
$24.2M +$514K +3,122 +2%
WHG
156
Westwood Holdings Group
Texas
$24.2M -$119M -724,100 -83%
FMWA
157
Forvis Mazars Wealth Advisors
Missouri
$24.2M -$1.31M -7,953 -5%
MCC
158
Money Concepts Capital
Florida
$23.9M +$4.1M +24,900 +21%
DADC
159
D.A. Davidson & Co
Montana
$23.7M -$2.47M -15,005 -9%
Millennium Management
160
Millennium Management
New York
$23.6M +$13.3M +80,842 +128%
MFG
161
Mendota Financial Group
Wisconsin
$22.9M +$703K +4,271 +3%
BFA
162
BBJS Financial Advisors
Washington
$22.6M +$13.3M +80,992 +143%
PA
163
Pinnacle Associates
New York
$22.4M +$1.23M +7,487 +6%
JGIA
164
Jackson Grant Investment Advisers
Connecticut
$22.4M +$1M +6,084 +5%
Carson Wealth (CWM LLC)
165
Carson Wealth (CWM LLC)
Nebraska
$22.4M -$2.21M -13,422 -9%
CIBC Private Wealth Group
166
CIBC Private Wealth Group
Georgia
$22M +$8.39M +50,986 +61%
KWAG
167
Kiely Wealth Advisory Group
North Carolina
$21.8M +$326K +1,981 +2%
OIA
168
OneDigital Investment Advisors
Kansas
$21.3M +$1.69M +10,270 +9%
CAPTRUST Financial Advisors
169
CAPTRUST Financial Advisors
North Carolina
$21.1M +$7.36M +44,768 +53%
FEG
170
Financial Enhancement Group
Indiana
$21.1M +$20.5M +124,369 New
AAS
171
Avantax Advisory Services
Texas
$21.1M -$805K -4,894 -4%
CHJWM
172
Carlton Hofferkamp & Jenks Wealth Management
Texas
$20.8M -$9.05K -55 -0%
WFL
173
Wealth Forward LLC
North Dakota
$20.7M +$50.2K +305 +0.2%
Qube Research & Technologies (QRT)
174
Qube Research & Technologies (QRT)
United Kingdom
$20.6M -$31M -188,567 -60%
FDCDDQ
175
Federation des caisses Desjardins du Quebec
Quebec, Canada
$20.5M -$236K -1,435 -1%

RSP Hedge Fund Activity: Q2 2024 in Review

1,599 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Equal Weight ETF (RSP) for Q2 2024, worth a combined $35.9B — up 5.6% from $34B a quarter earlier.

Buyers outnumbered sellers: 148 funds opened new RSP positions and 102 closed out — a net gain of 46 holders — while 663 added to existing stakes and 562 trimmed.

The largest buyer was Northwestern Mutual Wealth Management, adding an estimated $3.02B. The largest seller was Clal Insurance, exiting entirely with an estimated $587M sold.

  • 1,599 institutional investors held Invesco S&P 500 Equal Weight ETF (RSP) as of Q2 2024, up from 1,577 in Q1 2024.
  • Funds reported $35.9B of Invesco S&P 500 Equal Weight ETF stock for Q2 2024, up 5.6% quarter-over-quarter.
  • 148 funds opened new Invesco S&P 500 Equal Weight ETF positions in Q2 2024 and 102 closed out, a net change of +46 holders.
  • The largest Invesco S&P 500 Equal Weight ETF buyer in Q2 2024 was Northwestern Mutual Wealth Management, an estimated $3.02B added.
  • The largest Invesco S&P 500 Equal Weight ETF seller in Q2 2024 was Clal Insurance, an estimated $587M sold.

Based on aggregated 13F filings for Q2 2024.