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Invesco S&P 500 Equal Weight ETF
RSP

1,696 hedge funds and large institutions have $40.9B invested in Invesco S&P 500 Equal Weight ETF in 2024 Q3 according to their latest regulatory filings, with 211 funds opening new positions, 772 increasing their positions, 486 reducing their positions, and 87 closing their positions.

New
Increased
Maintained
Reduced
Closed

143% more first-time investments, than exits

New positions opened: 211 | Existing positions closed: 87

59% more repeat investments, than reductions

Existing positions increased: 772 | Existing positions reduced: 486

16% more funds holding in top 10

Funds holding in top 10: 200 → 232 (+32)

14% more capital invested

Capital invested by funds: $35.9B → $40.9B (+$4.96B)

6% more funds holding

Funds holding: 1,599 → 1,696 (+97)

5.22% less ownership

Funds ownership: 68.85% → 63.64% (-5.2%)

75% less call options, than puts

Call options by funds: $436M | Put options by funds: $1.76B

Holders
1,696
Holders Change
+97
Holders Change %
+6.07%
% of All Funds
24.35%
Holding in Top 10
232
Holding in Top 10 Change
+32
Holding in Top 10 Change %
+16%
% of All Funds
3.33%
New
211
Increased
772
Reduced
486
Closed
87
Calls
$436M
Puts
$1.76B
Net Calls
-$1.32B
Net Calls Change
-$1.05B

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$430M
2
ERSOT
Employees Retirement System of Texas
Texas
+$351M
3
TPSF
Texas Permanent School Fund
Texas
+$333M
4
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$309M
5
CM
Cercano Management
Washington
+$204M

Top Sellers

Rank Fund Capital Flow
1
SFC
Strategic Financial Concepts
Texas
-$1.09B
2
Truist Financial
Truist Financial
North Carolina
-$351M
3
Goldman Sachs
Goldman Sachs
New York
-$239M
4
US Bancorp
US Bancorp
Minnesota
-$224M
5
CIA
Choate Investment Advisors
Massachusetts
-$166M
Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
1726
Maripau Wealth Management
Indiana
– -$741K -4,511 Closed
SFS
1727
Security Financial Services
Indiana
– -$739K -4,500 Closed
IA
1728
IFG Advisory
Georgia
– -$732K -4,456 Closed
MMA
1729
Mizuho Markets Americas
New York
– -$704K -4,283 Closed
AWMS
1730
Advocacy Wealth Management Services
Georgia
– -$674K -4,100 Closed
PP
1731
Pegasus Partners
Wisconsin
– -$620K -3,772 Closed
LA
1732
Latitude Advisors
Florida
– -$549K -3,340 Closed
EL
1733
Envoi LLC
Minnesota
– -$537K -3,270 Closed
SC
1734
Sierra Capital
Florida
– -$536K -3,261 Closed
WIA
1735
Wetzel Investment Advisors
Indiana
– -$484K -2,859 Closed
MSCM
1736
McElhenny Sheffield Capital Management
Texas
– -$408K -2,485 Closed
ANTB
1737
AMG National Trust Bank
Colorado
– -$370K -2,255 Closed
RFA
1738
Resurgent Financial Advisors
Georgia
– -$365K -2,223 Closed
GCIM
1739
Gunn & Company Investment Management
Florida
– -$346K -2,108 Closed
TL
1740
Tradewinds LLC
North Carolina
– -$336K -2,046 Closed
PCM
1741
Passive Capital Management
Maryland
– -$315K -1,915 Closed
XT
1742
XTX Topco
Cayman Islands
– -$296K -1,802 Closed
LAS
1743
Lloyd Advisory Services
Georgia
– -$287K -1,750 Closed
FA
1744
Fountainhead AM
New Jersey
– -$285K -1,734 Closed
RA
1745
Rockingstone Advisors
Massachusetts
– -$279K -1,700 Closed
SW
1746
SVB Wealth
Massachusetts
– -$272K -1,653 Closed
PWM
1747
Purus Wealth Management
California
– -$259K -1,574 Closed
RI
1748
Rinkey Investments
California
– -$254K -1,548 Closed
SCM
1749
Saxony Capital Management
Missouri
– -$244K -1,488 Closed
RWM
1750
Rockwood Wealth Management
Pennsylvania
– -$242K -1,471 Closed
68 69
70
71 72

RSP Hedge Fund Activity: Q3 2024 in Review

1,696 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Equal Weight ETF (RSP) for Q3 2024, worth a combined $40.9B — up 14% from $35.9B a quarter earlier.

Buyers outnumbered sellers: 211 funds opened new RSP positions and 87 closed out — a net gain of 124 holders — while 772 added to existing stakes and 486 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $430M. The largest seller was Strategic Financial Concepts, cutting an estimated $1.09B.

  • 1,696 institutional investors held Invesco S&P 500 Equal Weight ETF (RSP) as of Q3 2024, up from 1,599 in Q2 2024.
  • Funds reported $40.9B of Invesco S&P 500 Equal Weight ETF stock for Q3 2024, up 14% quarter-over-quarter.
  • 211 funds opened new Invesco S&P 500 Equal Weight ETF positions in Q3 2024 and 87 closed out, a net change of +124 holders.
  • The largest Invesco S&P 500 Equal Weight ETF buyer in Q3 2024 was Morgan Stanley, an estimated $430M added.
  • The largest Invesco S&P 500 Equal Weight ETF seller in Q3 2024 was Strategic Financial Concepts, an estimated $1.09B sold.

Based on aggregated 13F filings for Q3 2024.