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Invesco S&P 500 Equal Weight Financials ETF
RSPF

66 hedge funds and large institutions have $68.4M invested in Invesco S&P 500 Equal Weight Financials ETF in 2020 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 21 increasing their positions, 22 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

88% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 8

20% more capital invested

Capital invested by funds: $56.9M → $68.4M (+$11.5M)

10% more funds holding

Funds holding: 60 → 66 (+6)

0.17% less ownership

Funds ownership: 39.73% → 39.56% (-0.17%)

5% less repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 22

Holders
66
Holders Change
+6
Holders Change %
+10%
% of All Funds
1.17%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
15
Increased
21
Reduced
22
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$2.55M
2
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
+$1.07M
3
Bank of America
Bank of America
North Carolina
+$898K
4
OAM
Occidental Asset Management
California
+$644K
5
GWM
Geneos Wealth Management
Colorado
+$540K

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$2.36M
2
IMC Chicago
IMC Chicago
Illinois
-$2.13M
3
Citadel Advisors
Citadel Advisors
Florida
-$1.28M
4
FTUS
Flow Traders U.S.
New York
-$703K
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$686K
Name Holding Trade Value Shares
Change 		Change in
Stake
FHC
26
First Heartland Consultants
Missouri
$686K +$28.5K +655 +5%
Stifel Financial
27
Stifel Financial
Missouri
$682K +$139K +3,206 +29%
DBIA
28
Dumont & Blake Investment Advisors
New Jersey
$593K +$11.4K +262 +2%
GWM
29
Geneos Wealth Management
Colorado
$592K +$540K +12,423 +302%
CHA
30
Carmichael Hill & Associates
Maryland
$561K +$8.13K +187 +2%
FANJ
31
Financial Architects (New Jersey)
New Jersey
$507K +$305 +7 +0.1%
JIR
32
James Investment Research
Ohio
$471K +$427K +9,820 New
FSA
33
Financial Services Advisory
Maryland
$455K +$412K +9,468 New
Lido Advisors
34
Lido Advisors
California
$444K +$403K +9,264 New
IAS
35
IMA Advisory Services
Colorado
$370K -$91.6K -2,106 -21%
SWM
36
SeaCrest Wealth Management
New York
$343K +$131 +3 +0%
MML Investors Services
37
MML Investors Services
Massachusetts
$262K +$3.35K +77 +1%
AFG
38
Arkansas Financial Group
Arkansas
$238K +$216K +4,958 New
GAM
39
Garrison Asset Management
Arkansas
$230K +$208K +4,784 New
RIA
40
Regal Investment Advisors
Michigan
$227K +$206K +4,725 New
KAS
41
Kestra Advisory Services
Texas
$221K +$203K +4,663 New
ACA
42
Atlas Capital Advisors
Wyoming
$148K +$134K +3,083 New
TRCT
43
Tower Research Capital (TRC)
New York
$145K -$483K -11,111 -79%
PNC Financial Services Group
44
PNC Financial Services Group
Pennsylvania
$139K +$87K +2,000 +222%
Royal Bank of Canada
45
Royal Bank of Canada
Ontario, Canada
$98K -$686K -15,761 -88%
HWA
46
HHM Wealth Advisors
Tennessee
$86K – – –
WEC
47
Winslow Evans & Crocker
Massachusetts
$86K – – –
SBL
48
Sargent Bickham Lagudis
Colorado
$65K -$13.5K -310 -19%
IA
49
IFP Advisors
Florida
$43K +$44 +1 +0.1%
AWA
50
Arkadios Wealth Advisors
Georgia
$36K – – –
1
2
3

RSPF Hedge Fund Activity: Q4 2020 in Review

66 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Equal Weight Financials ETF (RSPF) for Q4 2020, worth a combined $68.4M — up 20% from $56.9M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new RSPF positions and 8 closed out — a net gain of 7 holders — while 21 added to existing stakes and 22 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $2.55M. The largest seller was Envestnet Asset Management, cutting an estimated $2.36M.

  • 66 institutional investors held Invesco S&P 500 Equal Weight Financials ETF (RSPF) as of Q4 2020, up from 60 in Q3 2020.
  • Funds reported $68.4M of Invesco S&P 500 Equal Weight Financials ETF stock for Q4 2020, up 20% quarter-over-quarter.
  • 15 funds opened new Invesco S&P 500 Equal Weight Financials ETF positions in Q4 2020 and 8 closed out, a net change of +7 holders.
  • The largest Invesco S&P 500 Equal Weight Financials ETF buyer in Q4 2020 was Morgan Stanley, an estimated $2.55M added.
  • The largest Invesco S&P 500 Equal Weight Financials ETF seller in Q4 2020 was Envestnet Asset Management, an estimated $2.36M sold.

Based on aggregated 13F filings for Q4 2020.