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Invesco S&P 500 Equal Weight Financials ETF

126 hedge funds and large institutions have $273M invested in Invesco S&P 500 Equal Weight Financials ETF in 2022 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 42 increasing their positions, 30 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

136% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 11

40% more repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 30

12% more funds holding

Funds holding: 113126 (+13)

3% more capital invested

Capital invested by funds: $266M → $273M (+$7.11M)

2.77% less ownership

Funds ownership: 53.61%50.83% (-2.8%)

67% less funds holding in top 10

Funds holding in top 10: 31 (-2)

Holders
126
Holders Change
+13
Holders Change %
+11.5%
% of All Funds
1.99%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.02%
New
26
Increased
42
Reduced
30
Closed
11
Calls
$214K
Puts
Net Calls
+$214K
Net Calls Change
+$214K
Name Holding Trade Value Shares
Change
Change in
Stake
KAS
26
Kestra Advisory Services
Texas
$2.06M +$22.5K +349 +1%
CAL
27
Capital Analysts LLC
Pennsylvania
$1.69M +$200K +3,100 +13%
APA
28
American Portfolios Advisors
New York
$1.6M +$165K +2,563 +11%
Royal Bank of Canada
29
Royal Bank of Canada
Ontario, Canada
$1.55M +$1.11M +17,204 +239%
Stifel Financial
30
Stifel Financial
Missouri
$1.53M +$379K +5,874 +32%
Goldman Sachs
31
Goldman Sachs
New York
$1.38M
HWM
32
Horizon Wealth Management
Illinois
$1.36M -$47.1K -731 -3%
HighTower Advisors
33
HighTower Advisors
Illinois
$1.29M -$7.93K -123 -0.6%
MIM
34
Macroview Investment Management
Maryland
$1.23M +$1.25M +19,378 New
Commonwealth Equity Services
35
Commonwealth Equity Services
Massachusetts
$1.23M +$892K +13,829 +254%
FA
36
Fermata Advisors
California
$1.2M +$266K +4,124 +28%
Northwestern Mutual Wealth Management
37
Northwestern Mutual Wealth Management
Wisconsin
$1.16M +$1.17M +18,134 New
WAM
38
Walker Asset Management
Missouri
$1.12M +$1.14M +17,642 New
WI
39
Wintrust Investments
Illinois
$1.09M +$33.2K +515 +3%
LI
40
LVZ Inc
Michigan
$1.06M -$58.9K -914 -5%
GWM
41
Geneos Wealth Management
Colorado
$985K +$473K +7,338 +90%
PSF
42
Pacific Sun Financial
California
$946K +$40K +620 +4%
DBIA
43
Dumont & Blake Investment Advisors
New Jersey
$875K +$7.16K +111 +0.8%
MWM
44
MinichMacGregor Wealth Management
New York
$852K -$74.2K -1,151 -8%
IMC Chicago
45
IMC Chicago
Illinois
$841K -$563K -8,732 -40%
Susquehanna International Group
46
Susquehanna International Group
Pennsylvania
$825K +$460K +7,139 +123%
OAM
47
Occidental Asset Management
California
$807K -$29.9K -463 -4%
MW
48
MBL Wealth
North Carolina
$782K +$792K +12,286 New
SB
49
Strategic Blueprint
Georgia
$766K +$146K +2,268 +23%
FF
50
Friedenthal Financial
New Jersey
$708K +$101K +1,561 +16%

RSPF Hedge Fund Activity: Q1 2022 in Review

126 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Equal Weight Financials ETF (RSPF) for Q1 2022, worth a combined $273M — up 2.7% from $266M a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new RSPF positions and 11 closed out — a net gain of 15 holders — while 42 added to existing stakes and 30 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $15.6M. The largest seller was Phoenix Financial, exiting entirely with an estimated $20.2M sold.

  • 126 institutional investors held Invesco S&P 500 Equal Weight Financials ETF (RSPF) as of Q1 2022, up from 113 in Q4 2021.
  • Funds reported $273M of Invesco S&P 500 Equal Weight Financials ETF stock for Q1 2022, up 2.7% quarter-over-quarter.
  • 26 funds opened new Invesco S&P 500 Equal Weight Financials ETF positions in Q1 2022 and 11 closed out, a net change of +15 holders.
  • The largest Invesco S&P 500 Equal Weight Financials ETF buyer in Q1 2022 was Morgan Stanley, an estimated $15.6M added.
  • The largest Invesco S&P 500 Equal Weight Financials ETF seller in Q1 2022 was Phoenix Financial, an estimated $20.2M sold.

Based on aggregated 13F filings for Q1 2022.