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Invesco S&P 500 Equal Weight Financials ETF
RSPF

98 hedge funds and large institutions have $131M invested in Invesco S&P 500 Equal Weight Financials ETF in 2024 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 19 increasing their positions, 49 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.78% more ownership

Funds ownership: 47.11% → 48.89% (+1.8%)

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

1% less capital invested

Capital invested by funds: $132M → $131M (-$1.42M)

3% less funds holding

Funds holding: 101 → 98 (-3)

22% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 9

61% less repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 49

Holders
98
Holders Change
-3
Holders Change %
-2.97%
% of All Funds
1.42%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
7
Increased
19
Reduced
49
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
NA
NewEdge Advisors
Louisiana
+$6.83M
2
JP Morgan Chase
JP Morgan Chase
New York
+$3.98M
3
NWM
Napa Wealth Management
California
+$2.87M
4
OMC
Old Mission Capital
Illinois
+$1.8M
5
DBIA
Dumont & Blake Investment Advisors
New Jersey
+$796K

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$3.94M
2
LI
LVZ Inc
Michigan
-$855K
3
Citadel Advisors
Citadel Advisors
Florida
-$564K
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$554K
5
FFWA
FRG Family Wealth Advisors
Washington
-$393K
Name Holding Trade Value Shares
Change 		Change in
Stake
Goldman Sachs
26
Goldman Sachs
New York
$1.33M – – –
WAM
27
Walker Asset Management
Missouri
$1.29M -$4.25K -69 -0.3%
FFWA
28
FRG Family Wealth Advisors
Washington
$1.21M -$393K -6,375 -25%
HighTower Advisors
29
HighTower Advisors
Illinois
$1.21M -$21K -341 -2%
WI
30
Wintrust Investments
Illinois
$1.16M -$30.8K -500 -3%
Royal Bank of Canada
31
Royal Bank of Canada
Ontario, Canada
$1.12M -$28.3K -460 -2%
SFP
32
Sandbox Financial Partners
Maryland
$1.09M +$44.4K +720 +4%
HI
33
Harbour Investments
Wisconsin
$1.03M -$2.03K -33 -0.2%
Stifel Financial
34
Stifel Financial
Missouri
$996K -$801 -13 -0.1%
SS
35
Sunbelt Securities
Texas
$860K +$123 +2 +0%
Lido Advisors
36
Lido Advisors
California
$850K -$104K -1,694 -11%
CWA
37
Cascade Wealth Advisors
Washington
$799K – – –
PSF
38
Pacific Sun Financial
California
$758K -$2.46K -40 -0.3%
RJFSA
39
Raymond James Financial Services Advisors
Florida
$725K -$8.44K -137 -1%
FIM
40
Freedom Investment Management
Connecticut
$666K -$123K -1,998 -16%
SB
41
Strategic Blueprint
Georgia
$659K -$41.1K -667 -6%
Commonwealth Equity Services
42
Commonwealth Equity Services
Massachusetts
$625K +$2.65K +43 +0.4%
FF
43
Friedenthal Financial
New Jersey
$605K -$68.4K -1,111 -10%
Creative Planning
44
Creative Planning
Kansas
$587K -$11K -178 -2%
EAM
45
Empirical Asset Management
Massachusetts
$534K -$11.1K -180 -2%
Susquehanna International Group
46
Susquehanna International Group
Pennsylvania
$513K -$554K -9,000 -52%
CHA
47
Carmichael Hill & Associates
Maryland
$508K – – –
AWS
48
Atria Wealth Solutions
New York
$495K -$17.9K -291 -3%
BFG
49
Berger Financial Group
Minnesota
$470K -$302K -4,899 -39%
SWM
50
SeaCrest Wealth Management
New York
$446K -$3.88K -63 -0.9%
1
2
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RSPF Hedge Fund Activity: Q2 2024 in Review

98 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Equal Weight Financials ETF (RSPF) for Q2 2024, worth a combined $131M — down 1.1% from $132M a quarter earlier.

Sellers outnumbered buyers: 9 funds closed out of RSPF and 7 opened new positions — a net loss of 2 holders — while 49 trimmed existing stakes and 19 added.

The largest buyer was NewEdge Advisors, adding an estimated $6.83M. The largest seller was Morgan Stanley, cutting an estimated $3.94M.

  • 98 institutional investors held Invesco S&P 500 Equal Weight Financials ETF (RSPF) as of Q2 2024, down from 101 in Q1 2024.
  • Funds reported $131M of Invesco S&P 500 Equal Weight Financials ETF stock for Q2 2024, down 1.1% quarter-over-quarter.
  • 7 funds opened new Invesco S&P 500 Equal Weight Financials ETF positions in Q2 2024 and 9 closed out, a net change of -2 holders.
  • The largest Invesco S&P 500 Equal Weight Financials ETF buyer in Q2 2024 was NewEdge Advisors, an estimated $6.83M added.
  • The largest Invesco S&P 500 Equal Weight Financials ETF seller in Q2 2024 was Morgan Stanley, an estimated $3.94M sold.

Based on aggregated 13F filings for Q2 2024.