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Invesco ESG S&P 500 Equal Weight ETF

19 hedge funds and large institutions have $12.5M invested in Invesco ESG S&P 500 Equal Weight ETF in 2024 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 6 increasing their positions, 3 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

111% more capital invested

Capital invested by funds: $5.94M → $12.5M (+$6.57M)

100% more repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 3

33% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 3

15.26% more ownership

Funds ownership: 47.67%62.92% (+15%)

6% more funds holding

Funds holding: 1819 (+1)

Holders
19
Holders Change
+1
Holders Change %
+5.56%
% of All Funds
0.25%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
6
Reduced
3
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SA
1
Stewardship Advisors
Pennsylvania
$5.04M +$5.24M +190,543 New
MCIA
2
Mountain Capital Investment Advisors
Colorado
$1.26M +$83.1K +3,024 +7%
Invesco
3
Invesco
Georgia
$988K +$1.03M +37,351 New
TRCT
4
Tower Research Capital (TRC)
New York
$937K -$219K -7,973 -18%
Citadel Advisors
5
Citadel Advisors
Florida
$848K +$881K +32,040 New
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$710K +$61.2K +2,225 +9%
HCA
7
Heck Capital Advisors
Wisconsin
$662K -$7.01K -255 -1%
Bank of America
8
Bank of America
North Carolina
$614K
National Bank of Canada
9
National Bank of Canada
Quebec, Canada
$412K +$5.28K +192 +1%
Osaic Holdings
10
Osaic Holdings
Arizona
$353K +$291K +10,575 +381%
AO
11
Advisor OS
Illinois
$292K +$16.1K +586 +6%
MA
12
MJP Associates
Connecticut
$292K +$16.1K +586 +6%
William Blair & Company
13
William Blair & Company
Illinois
$63.9K
Carson Wealth (CWM LLC)
14
Carson Wealth (CWM LLC)
Nebraska
$21K
ACA
15
Aptus Capital Advisors
Alabama
$9.02K
GWANC
16
Guardian Wealth Advisors (North Carolina)
North Carolina
$9.02K
MIA
17
Milestone Investment Advisors
Wisconsin
$2.3K
UBS Group
18
UBS Group
Switzerland
$794 +$825 +30 New
Morgan Stanley
19
Morgan Stanley
New York
$47 -$357 -13 -93%
Susquehanna International Group
20
Susquehanna International Group
Pennsylvania
-$214K -7,790 Closed
VAMG
21
Voisard Asset Management Group
Michigan
-$135K -3,695 Closed
Fidelity Investments
22
Fidelity Investments
Massachusetts
-$27 -1 Closed

RSPE Hedge Fund Activity: Q4 2024 in Review

19 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in Invesco ESG S&P 500 Equal Weight ETF (RSPE) for Q4 2024, worth a combined $12.5M — up 111% from $5.94M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new RSPE positions and 3 closed out — a net gain of 1 holder — while 6 added to existing stakes and 3 trimmed.

The largest buyer was Stewardship Advisors, opening a new position worth an estimated $5.24M. The largest seller was Tower Research Capital (TRC), cutting an estimated $219K.

  • 19 institutional investors held Invesco ESG S&P 500 Equal Weight ETF (RSPE) as of Q4 2024, up from 18 in Q3 2024.
  • Funds reported $12.5M of Invesco ESG S&P 500 Equal Weight ETF stock for Q4 2024, up 111% quarter-over-quarter.
  • 4 funds opened new Invesco ESG S&P 500 Equal Weight ETF positions in Q4 2024 and 3 closed out, a net change of +1 holder.
  • The largest Invesco ESG S&P 500 Equal Weight ETF buyer in Q4 2024 was Stewardship Advisors, an estimated $5.24M added.
  • The largest Invesco ESG S&P 500 Equal Weight ETF seller in Q4 2024 was Tower Research Capital (TRC), an estimated $219K sold.

Based on aggregated 13F filings for Q4 2024.