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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
Koshinski Asset Management
1
Koshinski Asset Management
Illinois
$7.08B +$202K +1,119 +3%
Morgan Stanley
2
Morgan Stanley
New York
$5.04B +$283M +1,566,037 +6%
Northwestern Mutual Wealth Management
3
Northwestern Mutual Wealth Management
Wisconsin
$4.06B +$146M +808,616 +4%
Bank of America
4
Bank of America
North Carolina
$3.79B +$454M +2,510,669 +13%
Invesco
5
Invesco
Georgia
$1.75B +$423M +2,338,882 +31%
TPSF
6
Texas Permanent School Fund
Texas
$1.43B +$1.12B +6,211,920 +318%
Goldman Sachs
7
Goldman Sachs
New York
$1.27B -$94M -520,061 -7%
Wells Fargo
8
Wells Fargo
California
$1.15B +$6.66M +36,820 +0.6%
UBS Group
9
UBS Group
Switzerland
$1.15B +$53.6M +296,601 +5%
Truist Financial
10
Truist Financial
North Carolina
$800M -$112M -618,384 -12%
LPL Financial
11
LPL Financial
California
$765M +$49.9M +275,904 +7%
Temasek Holdings
12
Temasek Holdings
Singapore
$721M +$744M +4,113,052 New
JP Morgan Chase
13
JP Morgan Chase
New York
$699M -$20.1M -110,910 -3%
KeyBank National Association
14
KeyBank National Association
Ohio
$690M +$17.1M +94,658 +2%
Raymond James Financial
15
Raymond James Financial
Florida
$670M +$691M +3,822,113 New
CAM
16
Cresset Asset Management
Illinois
$654M +$28.6M +158,344 +4%
Ameriprise
17
Ameriprise
Minnesota
$643M +$25.3M +139,831 +4%
Caisse de Depot et Placement du Quebec (CDPQ)
18
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$621M +$641M +3,543,200 New
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$497M +$43.5M +240,631 +9%
Envestnet Asset Management
20
Envestnet Asset Management
Illinois
$421M -$17.4M -96,431 -4%
ERSOT
21
Employees Retirement System of Texas
Texas
$360M
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
22
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$315M -$115M -638,000 -26%
Citigroup
23
Citigroup
New York
$309M -$58.1M -321,198 -15%
Bank of New York Mellon
24
Bank of New York Mellon
New York
$274M +$1.36M +7,532 +0.5%
CM
25
Cercano Management
Washington
$257M -$21.2M -117,066 -7%

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.