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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
GC
151
Grimes & Company
Massachusetts
$31.8M +$556K +3,076 +2%
AWM
152
Activest Wealth Management
Florida
$31.5M +$3.62M +20,000 +13%
MWPCG
153
Measured Wealth Private Client Group
New Hampshire
$31.5M +$1.65M +9,137 +5%
ABTD
154
Arvest Bank Trust Division
Oklahoma
$31.5M +$492K +2,723 +2%
MWM
155
Moran Wealth Management
Florida
$31.5M +$350K +1,934 +1%
SCM
156
Steele Capital Management
Iowa
$31.4M +$848K +4,689 +3%
TC
157
Trilogy Capital
California
$30.7M +$2.79M +15,428 +10%
SIM
158
Stratos Investment Management
Ohio
$30.7M +$3.43M +18,985 +12%
MM
159
Main Management
California
$30.7M +$961K +5,313 +3%
WHG
160
Westwood Holdings Group
Texas
$29.4M +$3.2M +17,723 +12%
CIA
161
Choate Investment Advisors
Massachusetts
$29.4M -$5.45M -30,145 -15%
SRC
162
Shufro Rose & Co
New York
$29.2M -$1.6M -8,833 -5%
MA
163
Montag & Associates
Georgia
$28.8M -$2.25M -12,467 -7%
BPA
164
Beacon Pointe Advisors
California
$28.7M +$66.5K +368 +0.2%
DADC
165
D.A. Davidson & Co
Montana
$28.5M +$2.93M +16,192 +11%
SGDR
166
SPX Gestao de Recursos
Brazil
$28.4M -$133M -733,105 -82%
Envestnet Portfolio Solutions
167
Envestnet Portfolio Solutions
Illinois
$28.2M +$2.87M +15,872 +11%
JFG
168
Jefferies Financial Group
New York
$28.1M +$4.84M +26,768 +20%
DIP
169
Davis Investment Partners
North Carolina
$28M +$615K +3,399 +2%
SG
170
StoneX Group
New York
$27.8M +$28.7M +158,823 New
FHA
171
First Horizon Advisors
Tennessee
$27.7M -$871K -4,820 -3%
SCM
172
Sebold Capital Management
Illinois
$27.7M -$634K -3,508 -2%
RFG
173
RFP Financial Group
Georgia
$27.6M -$14.7M -81,526 -34%
TWC
174
TD Waterhouse Canada
Ontario, Canada
$27.4M +$6.62M +36,589 +31%
ARC
175
Advisor Resource Council
Texas
$27.3M +$27M +149,567 +2,344%

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.