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Invesco S&P 500 Equal Weight Financials ETF

78 hedge funds and large institutions have $171M invested in Invesco S&P 500 Equal Weight Financials ETF in 2021 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 26 increasing their positions, 21 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more capital invested

Capital invested by funds: $68.4M → $171M (+$103M)

144% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 9

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

24% more repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 21

18% more funds holding

Funds holding: 6678 (+12)

13.67% more ownership

Funds ownership: 39.56%53.24% (+14%)

Holders
78
Holders Change
+12
Holders Change %
+18.18%
% of All Funds
1.37%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
22
Increased
26
Reduced
21
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Susquehanna International Group
26
Susquehanna International Group
Pennsylvania
$849K -$339K -6,445 -30%
Stifel Financial
27
Stifel Financial
Missouri
$837K +$42K +799 +6%
Envestnet Asset Management
28
Envestnet Asset Management
Illinois
$809K -$472K -8,975 -38%
OAM
29
Occidental Asset Management
California
$809K -$15.7K -299 -2%
APA
30
American Portfolios Advisors
New York
$782K +$732K +13,916 +13,778%
DBIA
31
Dumont & Blake Investment Advisors
New Jersey
$710K +$19.3K +366 +3%
FANJ
32
Financial Architects (New Jersey)
New Jersey
$684K +$88.7K +1,685 +16%
FF
33
Friedenthal Financial
New Jersey
$659K -$186K -3,529 -23%
MW
34
MBL Wealth
North Carolina
$652K +$615K +11,678 New
CHA
35
Carmichael Hill & Associates
Maryland
$620K -$30.6K -582 -5%
FSA
36
Financial Services Advisory
Maryland
$610K +$76.8K +1,460 +15%
FIM
37
Freedom Investment Management
Connecticut
$605K +$570K +10,836 New
JIR
38
James Investment Research
Ohio
$578K +$27.9K +530 +5%
Citadel Advisors
39
Citadel Advisors
Florida
$575K +$542K +10,299 New
FHC
40
First Heartland Consultants
Missouri
$503K -$277K -5,269 -37%
SWM
41
SeaCrest Wealth Management
New York
$474K +$71.7K +1,362 +19%
IAS
42
IMA Advisory Services
Colorado
$429K -$947 -18 -0.2%
Baird Financial Group
43
Baird Financial Group
Wisconsin
$406K +$383K +7,269 New
Lido Advisors
44
Lido Advisors
California
$359K -$149K -2,838 -31%
SIA
45
SkyView Investment Advisors
New Jersey
$346K +$326K +6,196 New
MML Investors Services
46
MML Investors Services
Massachusetts
$312K +$7.32K +139 +3%
BCA
47
Bay Colony Advisors
Massachusetts
$299K +$282K +5,352 New
Royal Bank of Canada
48
Royal Bank of Canada
Ontario, Canada
$278K +$154K +2,917 +142%
AFG
49
Arkansas Financial Group
Arkansas
$277K
GAM
50
Garrison Asset Management
Arkansas
$267K +$53 +1 +0%

RSPF Hedge Fund Activity: Q1 2021 in Review

78 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Equal Weight Financials ETF (RSPF) for Q1 2021, worth a combined $171M — up 150% from $68.4M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new RSPF positions and 9 closed out — a net gain of 13 holders — while 26 added to existing stakes and 21 trimmed.

The largest buyer was Gradient Investments, opening a new position worth an estimated $53.1M. The largest seller was Focus Financial Network, exiting entirely with an estimated $2.36M sold.

  • 78 institutional investors held Invesco S&P 500 Equal Weight Financials ETF (RSPF) as of Q1 2021, up from 66 in Q4 2020.
  • Funds reported $171M of Invesco S&P 500 Equal Weight Financials ETF stock for Q1 2021, up 150% quarter-over-quarter.
  • 22 funds opened new Invesco S&P 500 Equal Weight Financials ETF positions in Q1 2021 and 9 closed out, a net change of +13 holders.
  • The largest Invesco S&P 500 Equal Weight Financials ETF buyer in Q1 2021 was Gradient Investments, an estimated $53.1M added.
  • The largest Invesco S&P 500 Equal Weight Financials ETF seller in Q1 2021 was Focus Financial Network, an estimated $2.36M sold.

Based on aggregated 13F filings for Q1 2021.