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Invesco S&P 500 Equal Weight Financials ETF

76 hedge funds and large institutions have $69.2M invested in Invesco S&P 500 Equal Weight Financials ETF in 2020 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 16 increasing their positions, 32 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

2.65% more ownership

Funds ownership: 41.05%43.7% (+2.6%)

13% less funds holding

Funds holding: 8776 (-11)

39% less capital invested

Capital invested by funds: $114M → $69.2M (-$44.3M)

40% less first-time investments, than exits

New positions opened: 12 | Existing positions closed: 20

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

50% less repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 32

Holders
76
Holders Change
-11
Holders Change %
-12.64%
% of All Funds
1.67%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
12
Increased
16
Reduced
32
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Cambridge Investment Research Advisors
26
Cambridge Investment Research Advisors
Iowa
$763K -$494K -11,746 -33%
PSF
27
Pacific Sun Financial
California
$440K +$40.8K +970 +7%
FANJ
28
Financial Architects (New Jersey)
New Jersey
$424K -$157K -3,720 -22%
Commonwealth Equity Services
29
Commonwealth Equity Services
Massachusetts
$415K +$295K +7,009 +113%
Osaic Holdings
30
Osaic Holdings
Arizona
$404K +$1.96M +46,555 New
BCP
31
Blackhawk Capital Partners
Wisconsin
$375K +$336K +7,991 New
DBIA
32
Dumont & Blake Investment Advisors
New Jersey
$351K -$15.7K -374 -3%
SPFA
33
Summit Place Financial Advisors
New Jersey
$344K +$461K +10,950 New
CHA
34
Carmichael Hill & Associates
Maryland
$330K -$46.1K -1,096 -9%
WI
35
Wintrust Investments
Illinois
$327K
Jane Street
36
Jane Street
New York
$313K +$419K +9,959 New
MOS
37
MGO One Seven
Ohio
$305K -$139K -3,300 -25%
CS
38
Comerica Securities
Michigan
$305K -$31.2K -742 -7%
CAN
39
Cetera Advisor Networks
California
$289K -$334K -7,945 -46%
Ameriprise
40
Ameriprise
Minnesota
$268K -$90.3K -2,145 -34%
GWM
41
Geneos Wealth Management
Colorado
$252K +$91.4K +2,172 +38%
SWM
42
SeaCrest Wealth Management
New York
$230K -$10.7K -253 -3%
APA
43
American Portfolios Advisors
New York
$189K +$2.53K +60 +1%
ACA
44
Atlas Capital Advisors
Wyoming
$154K -$70.3K -1,671 -25%
HGWM
45
Harvest Group Wealth Management
Massachusetts
$97K -$5.68M -135,000 -98%
SBL
46
Sargent Bickham Lagudis
Colorado
$79K
CAPTRUST Financial Advisors
47
CAPTRUST Financial Advisors
North Carolina
$60K -$251K -5,957 -75%
WEC
48
Winslow Evans & Crocker
Massachusetts
$58K
HWA
49
HHM Wealth Advisors
Tennessee
$57K +$75.8K +1,800 New
HR
50
Howe & Rusling
New York
$54K -$36.4K -865 -34%

RSPF Hedge Fund Activity: Q1 2020 in Review

76 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Equal Weight Financials ETF (RSPF) for Q1 2020, worth a combined $69.2M — down 39% from $114M a quarter earlier.

Sellers outnumbered buyers: 20 funds closed out of RSPF and 12 opened new positions — a net loss of 8 holders — while 32 trimmed existing stakes and 16 added.

The largest buyer was Susquehanna International Group, opening a new position worth an estimated $2.63M. The largest seller was Harvest Group Wealth Management, cutting an estimated $5.68M.

  • 76 institutional investors held Invesco S&P 500 Equal Weight Financials ETF (RSPF) as of Q1 2020, down from 87 in Q4 2019.
  • Funds reported $69.2M of Invesco S&P 500 Equal Weight Financials ETF stock for Q1 2020, down 39% quarter-over-quarter.
  • 12 funds opened new Invesco S&P 500 Equal Weight Financials ETF positions in Q1 2020 and 20 closed out, a net change of -8 holders.
  • The largest Invesco S&P 500 Equal Weight Financials ETF buyer in Q1 2020 was Susquehanna International Group, an estimated $2.63M added.
  • The largest Invesco S&P 500 Equal Weight Financials ETF seller in Q1 2020 was Harvest Group Wealth Management, an estimated $5.68M sold.

Based on aggregated 13F filings for Q1 2020.