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Invesco S&P 500 Equal Weight Financials ETF

113 hedge funds and large institutions have $266M invested in Invesco S&P 500 Equal Weight Financials ETF in 2021 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 42 increasing their positions, 25 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

317% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 6

68% more repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 25

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

30% more capital invested

Capital invested by funds: $205M → $266M (+$61.6M)

18% more funds holding

Funds holding: 96113 (+17)

3.28% more ownership

Funds ownership: 50.33%53.61% (+3.3%)

Holders
113
Holders Change
+17
Holders Change %
+17.71%
% of All Funds
1.74%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
25
Increased
42
Reduced
25
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HI
26
Harbour Investments
Wisconsin
$1.96M -$428K -6,641 -18%
BCA
27
Bay Colony Advisors
Massachusetts
$1.74M +$564K +8,749 +48%
OMC
28
Old Mission Capital
Illinois
$1.64M +$1.64M +25,496 New
WWM
29
Western Wealth Management
Colorado
$1.63M +$1.63M +25,334 New
FWM
30
ForthRight Wealth Management
Georgia
$1.54M -$67.2K -1,043 -4%
CAL
31
Capital Analysts LLC
Pennsylvania
$1.51M +$11.6K +180 +0.8%
APA
32
American Portfolios Advisors
New York
$1.45M +$206K +3,197 +17%
HWM
33
Horizon Wealth Management
Illinois
$1.42M +$1.43M +22,118 New
IMC Chicago
34
IMC Chicago
Illinois
$1.41M +$1.41M +21,935 New
Goldman Sachs
35
Goldman Sachs
New York
$1.4M -$307K -4,762 -18%
HighTower Advisors
36
HighTower Advisors
Illinois
$1.32M -$76.1K -1,181 -5%
Stifel Financial
37
Stifel Financial
Missouri
$1.16M -$9.93K -154 -0.8%
LI
38
LVZ Inc
Michigan
$1.13M +$23K +356 +2%
WI
39
Wintrust Investments
Illinois
$1.07M +$19.3K +300 +2%
Ameriprise
40
Ameriprise
Minnesota
$1.02M -$1.89M -29,327 -65%
FA
41
Fermata Advisors
California
$949K +$951K +14,743 New
MWM
42
MinichMacGregor Wealth Management
New York
$935K +$937K +14,534 New
PSF
43
Pacific Sun Financial
California
$917K +$54.2K +840 +6%
DBIA
44
Dumont & Blake Investment Advisors
New Jersey
$877K +$15.5K +241 +2%
OAM
45
Occidental Asset Management
California
$845K -$90.3K -1,401 -10%
FSA
46
Financial Services Advisory
Maryland
$821K +$50.5K +783 +7%
GLA
47
Good Life Advisors
Pennsylvania
$735K +$19.1K +296 +3%
PPW
48
Pinnacle Private Wealth
Massachusetts
$732K +$733K +11,370 New
FANJ
49
Financial Architects (New Jersey)
New Jersey
$681K +$29.3K +455 +4%
SB
50
Strategic Blueprint
Georgia
$628K +$238K +3,685 +61%

RSPF Hedge Fund Activity: Q4 2021 in Review

113 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Equal Weight Financials ETF (RSPF) for Q4 2021, worth a combined $266M — up 30% from $205M a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new RSPF positions and 6 closed out — a net gain of 19 holders — while 42 added to existing stakes and 25 trimmed.

The largest buyer was Phoenix Financial, opening a new position worth an estimated $20.2M. The largest seller was Financial Consulate, cutting an estimated $13.3M.

  • 113 institutional investors held Invesco S&P 500 Equal Weight Financials ETF (RSPF) as of Q4 2021, up from 96 in Q3 2021.
  • Funds reported $266M of Invesco S&P 500 Equal Weight Financials ETF stock for Q4 2021, up 30% quarter-over-quarter.
  • 25 funds opened new Invesco S&P 500 Equal Weight Financials ETF positions in Q4 2021 and 6 closed out, a net change of +19 holders.
  • The largest Invesco S&P 500 Equal Weight Financials ETF buyer in Q4 2021 was Phoenix Financial, an estimated $20.2M added.
  • The largest Invesco S&P 500 Equal Weight Financials ETF seller in Q4 2021 was Financial Consulate, an estimated $13.3M sold.

Based on aggregated 13F filings for Q4 2021.