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Invesco S&P 500 Equal Weight Financials ETF

89 hedge funds and large institutions have $116M invested in Invesco S&P 500 Equal Weight Financials ETF in 2019 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 23 increasing their positions, 39 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 7

7% more capital invested

Capital invested by funds: $109M → $116M (+$7.13M)

0% more funds holding

Funds holding: 8989 (0)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

41% less repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 39

41.54% less ownership

Funds ownership: 82.52%40.97% (-42%)

Holders
89
Holders Change
Holders Change %
0%
% of All Funds
1.93%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
8
Increased
23
Reduced
39
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FANJ
26
Financial Architects (New Jersey)
New Jersey
$896K -$36.3K -854 -4%
FSA
27
Financial Services Advisory
Maryland
$861K +$845K +19,866 New
Jane Street
28
Jane Street
New York
$858K -$581K -13,663 -41%
BFG
29
Bouchey Financial Group
New York
$838K +$57.9K +1,360 +8%
CAN
30
Cetera Advisor Networks
California
$797K -$3.83K -90 -0.5%
MOS
31
MGO One Seven
Ohio
$743K -$54.9K -1,290 -7%
CAL
32
Capital Analysts LLC
Pennsylvania
$640K +$217K +5,100 +53%
SPIA
33
Steward Partners Investment Advisory
New York
$638K +$2.55K +60 +0.4%
LTFS
34
Ladenburg Thalmann Financial Services
Florida
$632K -$392K -9,203 -39%
FPGK
35
Financial Partners Group (Kansas)
Kansas
$594K -$43.5K -1,022 -7%
IMC Chicago
36
IMC Chicago
Illinois
$594K +$583K +13,713 New
RWM
37
RBA Wealth Management
California
$591K +$12K +283 +2%
WI
38
Wintrust Investments
Illinois
$589K +$170K +4,000 +42%
PSF
39
Pacific Sun Financial
California
$552K +$542K +12,745 New
Ameriprise
40
Ameriprise
Minnesota
$542K +$48.7K +1,145 +10%
CHA
41
Carmichael Hill & Associates
Maryland
$503K -$5.11K -120 -1%
DBIA
42
Dumont & Blake Investment Advisors
New Jersey
$472K -$5.11K -120 -1%
AG
43
Advisor Group
Arizona
$462K -$11.4K -269 -2%
CS
44
Comerica Securities
Michigan
$443K
FCA
45
FLC Capital Advisors
California
$430K
Citadel Advisors
46
Citadel Advisors
Florida
$404K +$70.8K +1,664 +22%
ACA
47
Atlas Capital Advisors
Wyoming
$378K +$371K +8,710 New
Janney Montgomery Scott
48
Janney Montgomery Scott
Pennsylvania
$358K -$56.4K -1,325 -14%
SWM
49
SeaCrest Wealth Management
New York
$346K -$511 -12 -0.1%
Goldman Sachs
50
Goldman Sachs
New York
$339K

RSPF Hedge Fund Activity: Q2 2019 in Review

89 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Equal Weight Financials ETF (RSPF) for Q2 2019, worth a combined $116M — up 6.5% from $109M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new RSPF positions and 7 closed out — a net gain of 1 holder — while 23 added to existing stakes and 39 trimmed.

The largest buyer was HighTower Advisors, adding an estimated $14M. The largest seller was Joseph P. Lucia & Associates, cutting an estimated $121M.

  • 89 institutional investors held Invesco S&P 500 Equal Weight Financials ETF (RSPF) as of Q2 2019, unchanged from Q1 2019.
  • Funds reported $116M of Invesco S&P 500 Equal Weight Financials ETF stock for Q2 2019, up 6.5% quarter-over-quarter.
  • 8 funds opened new Invesco S&P 500 Equal Weight Financials ETF positions in Q2 2019 and 7 closed out, a net change of +1 holder.
  • The largest Invesco S&P 500 Equal Weight Financials ETF buyer in Q2 2019 was HighTower Advisors, an estimated $14M added.
  • The largest Invesco S&P 500 Equal Weight Financials ETF seller in Q2 2019 was Joseph P. Lucia & Associates, an estimated $121M sold.

Based on aggregated 13F filings for Q2 2019.