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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
MFA
1801
Morling Financial Advisors
California
$71.7K
T
1802
Transce3nd
Texas
$66.1K +$68.2K +377 New
BCWM
1803
Bartlett & Co Wealth Management
Ohio
$63.6K
RIA
1804
Realta Investment Advisors
Delaware
$62.6K +$64.2K +355 New
CSPIA
1805
Cary Street Partners Investment Advisory
Virginia
$60.8K -$10.1M -56,028 -99%
HWP
1806
Highline Wealth Partners
California
$57K +$58.8K +325 New
KWM
1807
Kiker Wealth Management
Georgia
$54.8K +$56.6K +313 New
SWA
1808
SOA Wealth Advisors
New York
$53.1K
EPIM
1809
Evelyn Partners Investment Management
$52.6K +$54.2K +300 New
LC
1810
Lavaca Capital
Texas
$52.6K +$54.2K +300 New
GWMI
1811
Guardian Wealth Management (Illinois)
Illinois
$51.4K
CPL
1812
Capital & Planning LLC
Georgia
$48.4K +$49.9K +276 New
CAC
1813
Core Alternative Capital
Georgia
$48.2K
CSWM
1814
Cassady Schiller Wealth Management
Ohio
$45.2K
MA
1815
MCF Advisors
Kentucky
$43.8K
PP
1816
PrairieView Partners
Minnesota
$43K
SVCP
1817
Silicon Valley Capital Partners
California
$42.7K +$181 +1 +0.4%
RAM
1818
Riggs Asset Management
Pennsylvania
$41.1K +$9.04K +50 +27%
SPF
1819
South Plains Financial
Texas
$40.5K +$41.8K +231 New
RMP
1820
Richards, Merrill & Peterson
Washington
$39.3K +$40.7K +225 New
GIA
1821
GHP Investment Advisors
Colorado
$37.6K +$9.22K +51 +31%
MAM
1822
Marquette Asset Management
Minnesota
$36.3K
FG
1823
Fairman Group
Pennsylvania
$36.2K
WSC
1824
Wellington Shields & Co
New York
$36K -$54.1K -299 -59%
NMG
1825
New Millennium Group
Utah
$35.2K +$36.3K +201 New

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.