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Invesco S&P 500 Equal Weight Financials ETF
RSPF

101 hedge funds and large institutions have $132M invested in Invesco S&P 500 Equal Weight Financials ETF in 2024 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 21 increasing their positions, 44 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 2 → 3 (+1)

10% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 10

6% more capital invested

Capital invested by funds: $125M → $132M (+$7.21M)

1% more funds holding

Funds holding: 100 → 101 (+1)

0.18% less ownership

Funds ownership: 47.29% → 47.11% (-0.18%)

52% less repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 44

Holders
101
Holders Change
+1
Holders Change %
+1%
% of All Funds
1.45%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
11
Increased
21
Reduced
44
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
JGCM
Joseph Group Capital Management
Ohio
+$6.16M
2
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$5.64M
3
SFP
Sandbox Financial Partners
Maryland
+$1.02M
4
BFG
Berger Financial Group
Minnesota
+$757K
5
Osaic Holdings
Osaic Holdings
Arizona
+$748K

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$7.7M
2
Bank of America
Bank of America
North Carolina
-$3.59M
3
IWM
IHT Wealth Management
Illinois
-$1.54M
4
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$1.53M
5
KAS
Kestra Advisory Services
Texas
-$1.18M
Name Holding Trade Value Shares
Change 		Change in
Stake
Royal Bank of Canada
26
Royal Bank of Canada
Ontario, Canada
$1.2M +$41K +680 +4%
Susquehanna International Group
27
Susquehanna International Group
Pennsylvania
$1.12M +$579K +9,612 +124%
SFP
28
Sandbox Financial Partners
Maryland
$1.09M +$1.02M +17,000 New
HI
29
Harbour Investments
Wisconsin
$1.08M -$16.7K -277 -2%
Stifel Financial
30
Stifel Financial
Missouri
$1.04M +$18.9K +313 +2%
Lido Advisors
31
Lido Advisors
California
$1,000K +$18.3K +303 +2%
SS
32
Sunbelt Securities
Texas
$902K +$59.7K +991 +8%
LI
33
LVZ Inc
Michigan
$855K -$19.6K -325 -2%
DBIA
34
Dumont & Blake Investment Advisors
New Jersey
$834K -$11.1K -184 -1%
FIM
35
Freedom Investment Management
Connecticut
$827K -$236K -3,909 -23%
BFG
36
Berger Financial Group
Minnesota
$807K +$757K +12,565 New
PSF
37
Pacific Sun Financial
California
$797K -$38.6K -640 -5%
RJFSA
38
Raymond James Financial Services Advisors
Florida
$769K -$140K -2,330 -16%
CWA
39
Cascade Wealth Advisors
Washington
$741K +$741K +12,300 New
SB
40
Strategic Blueprint
Georgia
$733K +$5.67K +94 +0.8%
FF
41
Friedenthal Financial
New Jersey
$705K -$81.2K -1,347 -11%
Commonwealth Equity Services
42
Commonwealth Equity Services
Massachusetts
$652K +$48.7K +808 +9%
Creative Planning
43
Creative Planning
Kansas
$627K -$4.46K -74 -0.8%
EAM
44
Empirical Asset Management
Massachusetts
$571K +$536K +8,892 New
Citadel Advisors
45
Citadel Advisors
Florida
$564K -$806K -13,371 -60%
Envestnet Asset Management
46
Envestnet Asset Management
Illinois
$559K -$95.8K -1,590 -15%
MOS
47
MGO One Seven
Ohio
$557K -$58.5K -971 -10%
AWS
48
Atria Wealth Solutions
New York
$538K +$504K +8,371 New
CHA
49
Carmichael Hill & Associates
Maryland
$532K -$27.7K -460 -5%
RJA
50
Raymond James & Associates
Florida
$513K -$24.4K -405 -5%
1
2
3 4 5

RSPF Hedge Fund Activity: Q1 2024 in Review

101 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Equal Weight Financials ETF (RSPF) for Q1 2024, worth a combined $132M — up 5.8% from $125M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new RSPF positions and 10 closed out — a net gain of 1 holder — while 21 added to existing stakes and 44 trimmed.

The largest buyer was Joseph Group Capital Management, opening a new position worth an estimated $6.16M. The largest seller was Morgan Stanley, cutting an estimated $7.7M.

  • 101 institutional investors held Invesco S&P 500 Equal Weight Financials ETF (RSPF) as of Q1 2024, up from 100 in Q4 2023.
  • Funds reported $132M of Invesco S&P 500 Equal Weight Financials ETF stock for Q1 2024, up 5.8% quarter-over-quarter.
  • 11 funds opened new Invesco S&P 500 Equal Weight Financials ETF positions in Q1 2024 and 10 closed out, a net change of +1 holder.
  • The largest Invesco S&P 500 Equal Weight Financials ETF buyer in Q1 2024 was Joseph Group Capital Management, an estimated $6.16M added.
  • The largest Invesco S&P 500 Equal Weight Financials ETF seller in Q1 2024 was Morgan Stanley, an estimated $7.7M sold.

Based on aggregated 13F filings for Q1 2024.