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Invesco S&P 500 Equal Weight Financials ETF
RSPF

94 hedge funds and large institutions have $131M invested in Invesco S&P 500 Equal Weight Financials ETF in 2024 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 27 increasing their positions, 39 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

1% more capital invested

Capital invested by funds: $131M → $131M (+$709K)

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

2.52% less ownership

Funds ownership: 48.89% → 46.37% (-2.5%)

4% less funds holding

Funds holding: 98 → 94 (-4)

31% less repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 39

38% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 8

Holders
94
Holders Change
-4
Holders Change %
-4.08%
% of All Funds
1.35%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
5
Increased
27
Reduced
39
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$738K
2
NA
NewEdge Advisors
Louisiana
+$345K
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$252K
4
Citadel Advisors
Citadel Advisors
Florida
+$233K
5
JGCM
Joseph Group Capital Management
Ohio
+$228K

Top Sellers

1
KAS
Kestra Advisory Services
Texas
-$3.95M
2
NWM
Napa Wealth Management
California
-$2.85M
3
OMC
Old Mission Capital
Illinois
-$1.79M
4
LPL Financial
LPL Financial
California
-$1.55M
5
WI
Wintrust Investments
Illinois
-$1.12M
Name Holding Trade Value Shares
Change 		Change in
Stake
HighTower Advisors
26
HighTower Advisors
Illinois
$1.33M -$23.8K -362 -2%
SFP
27
Sandbox Financial Partners
Maryland
$1.3M +$70.2K +1,067 +6%
Stifel Financial
28
Stifel Financial
Missouri
$1.2M +$73K +1,110 +7%
HI
29
Harbour Investments
Wisconsin
$1.19M +$27.7K +421 +2%
SS
30
Sunbelt Securities
Texas
$968K +$66 +1 +0%
Lido Advisors
31
Lido Advisors
California
$899K -$54.8K -833 -6%
DBIA
32
Dumont & Blake Investment Advisors
New Jersey
$893K -$851K -12,947 -50%
KAS
33
Kestra Advisory Services
Texas
$885K -$3.95M -60,006 -82%
PSF
34
Pacific Sun Financial
California
$852K -$1.31K -20 -0.2%
CWA
35
Cascade Wealth Advisors
Washington
$849K – – –
Susquehanna International Group
36
Susquehanna International Group
Pennsylvania
$842K +$252K +3,827 +46%
SB
37
Strategic Blueprint
Georgia
$742K – – –
Commonwealth Equity Services
38
Commonwealth Equity Services
Massachusetts
$709K +$5.52K +84 +0.8%
FIM
39
Freedom Investment Management
Connecticut
$699K -$48.3K -734 -7%
RJFSA
40
Raymond James Financial Services Advisors
Florida
$683K -$127K -1,933 -16%
FF
41
Friedenthal Financial
New Jersey
$676K -$4.27K -65 -0.7%
Creative Planning
42
Creative Planning
Kansas
$661K +$66 +1 +0%
Corient Private Wealth
43
Corient Private Wealth
Florida
$561K +$109K +1,656 +26%
EAM
44
Empirical Asset Management
Massachusetts
$550K -$48.5K -737 -8%
CHA
45
Carmichael Hill & Associates
Maryland
$543K -$27.2K -413 -5%
BFG
46
Berger Financial Group
Minnesota
$529K +$263 +4 +0.1%
SWM
47
SeaCrest Wealth Management
New York
$498K -$3.75K -57 -0.8%
GWM
48
Geneos Wealth Management
Colorado
$487K -$10.2K -155 -2%
PTC
49
Private Trust Company
Ohio
$472K – – –
RJA
50
Raymond James & Associates
Florida
$471K +$10.7K +163 +2%
1
2
3 4 5

RSPF Hedge Fund Activity: Q3 2024 in Review

94 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Equal Weight Financials ETF (RSPF) for Q3 2024, worth a combined $131M — up 0.54% from $131M a quarter earlier.

Sellers outnumbered buyers: 8 funds closed out of RSPF and 5 opened new positions — a net loss of 3 holders — while 39 trimmed existing stakes and 27 added.

The largest buyer was Royal Bank of Canada, adding an estimated $738K. The largest seller was Kestra Advisory Services, cutting an estimated $3.95M.

  • 94 institutional investors held Invesco S&P 500 Equal Weight Financials ETF (RSPF) as of Q3 2024, down from 98 in Q2 2024.
  • Funds reported $131M of Invesco S&P 500 Equal Weight Financials ETF stock for Q3 2024, up 0.54% quarter-over-quarter.
  • 5 funds opened new Invesco S&P 500 Equal Weight Financials ETF positions in Q3 2024 and 8 closed out, a net change of -3 holders.
  • The largest Invesco S&P 500 Equal Weight Financials ETF buyer in Q3 2024 was Royal Bank of Canada, an estimated $738K added.
  • The largest Invesco S&P 500 Equal Weight Financials ETF seller in Q3 2024 was Kestra Advisory Services, an estimated $3.95M sold.

Based on aggregated 13F filings for Q3 2024.