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Invesco S&P 500 Equal Weight Financials ETF

70 hedge funds and large institutions have $60.9M invested in Invesco S&P 500 Equal Weight Financials ETF in 2020 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 12 increasing their positions, 36 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

4.3% less ownership

Funds ownership: 43.7%39.4% (-4.3%)

8% less funds holding

Funds holding: 7670 (-6)

12% less capital invested

Capital invested by funds: $69.2M → $60.9M (-$8.28M)

50% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 12

67% less repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 36

Holders
70
Holders Change
-6
Holders Change %
-7.89%
% of All Funds
1.44%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
6
Increased
12
Reduced
36
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Stifel Financial
26
Stifel Financial
Missouri
$520K -$2.07M -58,390 -81%
TRCT
27
Tower Research Capital (TRC)
New York
$516K +$492K +13,850 New
PSF
28
Pacific Sun Financial
California
$488K -$32.3K -910 -6%
FHC
29
First Heartland Consultants
Missouri
$483K +$461K +12,966 New
FANJ
30
Financial Architects (New Jersey)
New Jersey
$446K -$54.6K -1,536 -11%
DBIA
31
Dumont & Blake Investment Advisors
New Jersey
$424K +$7K +197 +2%
IAS
32
IMA Advisory Services
Colorado
$386K -$675K -18,995 -65%
CHA
33
Carmichael Hill & Associates
Maryland
$369K -$21.3K -601 -6%
CS
34
Comerica Securities
Michigan
$362K
CSPIA
35
Cary Street Partners Investment Advisory
Virginia
$354K +$338K +9,525 New
WI
36
Wintrust Investments
Illinois
$329K -$56.8K -1,600 -15%
SWM
37
SeaCrest Wealth Management
New York
$268K -$5.26K -148 -2%
APA
38
American Portfolios Advisors
New York
$259K +$32.7K +921 +15%
MOS
39
MGO One Seven
Ohio
$249K -$108K -3,050 -31%
GWM
40
Geneos Wealth Management
Colorado
$208K -$76.1K -2,141 -27%
MML Investors Services
41
MML Investors Services
Massachusetts
$207K +$198K +5,560 New
CAN
42
Cetera Advisor Networks
California
$197K -$139K -3,926 -43%
ACA
43
Atlas Capital Advisors
Wyoming
$169K -$12.9K -362 -7%
SBL
44
Sargent Bickham Lagudis
Colorado
$83K -$11K -309 -12%
WEC
45
Winslow Evans & Crocker
Massachusetts
$67K -$36 -1 -0.1%
HWA
46
HHM Wealth Advisors
Tennessee
$67K
LFG
47
LifePlan Financial Group
Ohio
$40K
Citigroup
48
Citigroup
New York
$39K
PNC Financial Services Group
49
PNC Financial Services Group
Pennsylvania
$34K
IA
50
IFP Advisors
Florida
$32K -$8.06K -227 -21%

RSPF Hedge Fund Activity: Q2 2020 in Review

70 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Equal Weight Financials ETF (RSPF) for Q2 2020, worth a combined $60.9M — down 12% from $69.2M a quarter earlier.

Sellers outnumbered buyers: 12 funds closed out of RSPF and 6 opened new positions — a net loss of 6 holders — while 36 trimmed existing stakes and 12 added.

The largest buyer was United Capital Financial Advisors, opening a new position worth an estimated $2.21M. The largest seller was HighTower Advisors, cutting an estimated $12.6M.

  • 70 institutional investors held Invesco S&P 500 Equal Weight Financials ETF (RSPF) as of Q2 2020, down from 76 in Q1 2020.
  • Funds reported $60.9M of Invesco S&P 500 Equal Weight Financials ETF stock for Q2 2020, down 12% quarter-over-quarter.
  • 6 funds opened new Invesco S&P 500 Equal Weight Financials ETF positions in Q2 2020 and 12 closed out, a net change of -6 holders.
  • The largest Invesco S&P 500 Equal Weight Financials ETF buyer in Q2 2020 was United Capital Financial Advisors, an estimated $2.21M added.
  • The largest Invesco S&P 500 Equal Weight Financials ETF seller in Q2 2020 was HighTower Advisors, an estimated $12.6M sold.

Based on aggregated 13F filings for Q2 2020.