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Invesco S&P 500 Equal Weight Financials ETF

109 hedge funds and large institutions have $217M invested in Invesco S&P 500 Equal Weight Financials ETF in 2022 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 25 increasing their positions, 41 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more funds holding in top 10

Funds holding in top 10: 13 (+2)

92% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 12

22% more capital invested

Capital invested by funds: $177M → $217M (+$39.7M)

10% more funds holding

Funds holding: 99109 (+10)

4.29% more ownership

Funds ownership: 48.07%52.36% (+4.3%)

39% less repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 41

Holders
109
Holders Change
+10
Holders Change %
+10.1%
% of All Funds
1.75%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.05%
New
23
Increased
25
Reduced
41
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LOIP
26
Live Oak Investment Partners
Texas
$1.46M
WAM
27
Walker Asset Management
Missouri
$1.32M
CAL
28
Capital Analysts LLC
Pennsylvania
$1.26M +$46.6K +830 +4%
Goldman Sachs
29
Goldman Sachs
New York
$1.22M -$451K -8,035 -27%
Stifel Financial
30
Stifel Financial
Missouri
$1.21M +$49K +874 +4%
LI
31
LVZ Inc
Michigan
$1.18M +$55.4K +988 +5%
HighTower Advisors
32
HighTower Advisors
Illinois
$1.12M -$1.06M -18,866 -49%
IMC Chicago
33
IMC Chicago
Illinois
$1.08M -$740K -13,185 -41%
HI
34
Harbour Investments
Wisconsin
$988K -$893K -15,914 -48%
AFG
35
Arkansas Financial Group
Arkansas
$969K +$480K +8,560 +99%
CI
36
CX Institutional
Indiana
$938K +$932K +16,620 New
Envestnet Asset Management
37
Envestnet Asset Management
Illinois
$828K -$1.06M -18,845 -56%
PSF
38
Pacific Sun Financial
California
$792K -$63.4K -1,130 -7%
SCM
39
Sebold Capital Management
Illinois
$784K +$780K +13,903 New
SB
40
Strategic Blueprint
Georgia
$774K -$46.6K -830 -6%
DBIA
41
Dumont & Blake Investment Advisors
New Jersey
$764K -$3.81K -68 -0.5%
SCA
42
Snowden Capital Advisors
New York
$764K -$20.3K -362 -3%
GWM
43
Geneos Wealth Management
Colorado
$736K -$16.3K -290 -2%
Royal Bank of Canada
44
Royal Bank of Canada
Ontario, Canada
$667K -$1.19M -21,153 -64%
Lido Advisors
45
Lido Advisors
California
$656K -$54K -963 -8%
SS
46
Sunbelt Securities
Texas
$641K +$137K +2,436 +27%
MAP
47
Milestone Advisory Partners
North Carolina
$622K +$619K +11,030 New
FF
48
Friedenthal Financial
New Jersey
$618K -$2.02K -36 -0.3%
Commonwealth Equity Services
49
Commonwealth Equity Services
Massachusetts
$595K -$38.4K -684 -6%
OAM
50
Occidental Asset Management
California
$589K

RSPF Hedge Fund Activity: Q4 2022 in Review

109 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Equal Weight Financials ETF (RSPF) for Q4 2022, worth a combined $217M — up 22% from $177M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new RSPF positions and 12 closed out — a net gain of 11 holders — while 25 added to existing stakes and 41 trimmed.

The largest buyer was Bank of America, adding an estimated $9.44M. The largest seller was LPL Financial, cutting an estimated $3.58M.

  • 109 institutional investors held Invesco S&P 500 Equal Weight Financials ETF (RSPF) as of Q4 2022, up from 99 in Q3 2022.
  • Funds reported $217M of Invesco S&P 500 Equal Weight Financials ETF stock for Q4 2022, up 22% quarter-over-quarter.
  • 23 funds opened new Invesco S&P 500 Equal Weight Financials ETF positions in Q4 2022 and 12 closed out, a net change of +11 holders.
  • The largest Invesco S&P 500 Equal Weight Financials ETF buyer in Q4 2022 was Bank of America, an estimated $9.44M added.
  • The largest Invesco S&P 500 Equal Weight Financials ETF seller in Q4 2022 was LPL Financial, an estimated $3.58M sold.

Based on aggregated 13F filings for Q4 2022.