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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
OIA
176
OneDigital Investment Advisors
Kansas
$20.2M -$242K -1,508 -1%
SWM
177
Sugarloaf Wealth Management
Georgia
$20M +$6.28M +39,082 +49%
COI
178
Connable Office Inc
Michigan
$19.8M +$4.55M +28,340 +32%
CHJWM
179
Carlton Hofferkamp & Jenks Wealth Management
Texas
$19.8M -$746K -4,648 -4%
AIM
180
Astor Investment Management
Illinois
$19.7M -$1.18M -7,326 -6%
KHLMVGHM
181
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet
Israel
$19.7M -$1.36M -8,461 -7%
TPW
182
Tiller Private Wealth
Pennsylvania
$19.4M +$3.97M +24,727 +28%
ASN
183
Advisory Services Network
Georgia
$19.4M +$2.13M +13,248 +13%
SC
184
Stephenson & Company
California
$19.3M +$1.16M +7,239 +7%
JGCM
185
Joseph Group Capital Management
Ohio
$19.3M +$755K +4,704 +4%
RCP
186
Rothschild Capital Partners
New York
$19.2M
HSBC Holdings
187
HSBC Holdings
United Kingdom
$19M +$17.3M +107,710 +2,427%
LBC
188
Lowe Brockenbrough & Co
Virginia
$19M -$3.13M -19,522 -15%
Corient Private Wealth
189
Corient Private Wealth
Florida
$18.8M +$548K +3,412 +3%
BAAM
190
Baker Avenue Asset Management
California
$18.8M +$413K +2,570 +2%
GA
191
Geller Advisors
New York
$18.7M +$17.8M +110,689 New
FFG
192
Frisch Financial Group
New York
$18.7M +$446K +2,775 +3%
LC
193
LTG Capital
Massachusetts
$18.7M +$1.32M +8,201 +8%
WAM
194
WFA Asset Management
Wisconsin
$18.7M -$5.27M -32,822 -23%
KFBMI
195
Kentucky Farm Bureau Mutual Insurance
Kentucky
$18.6M
AWS
196
Atria Wealth Solutions
New York
$18.3M +$3.9M +24,281 +29%
TC
197
Trilogy Capital
California
$18.3M +$3.03M +18,874 +21%
Lido Advisors
198
Lido Advisors
California
$18M -$1.14M -7,073 -6%
CWM
199
Compass Wealth Management
Connecticut
$18M -$198K -1,235 -1%
IA
200
IFP Advisors
Florida
$18M -$4.82M -29,986 -22%

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.