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Invesco S&P 500 Equal Weight Financials ETF

104 hedge funds and large institutions have $149M invested in Invesco S&P 500 Equal Weight Financials ETF in 2025 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 27 increasing their positions, 39 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

117% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 6

4% more funds holding

Funds holding: 100104 (+4)

2% more capital invested

Capital invested by funds: $146M → $149M (+$2.33M)

0.98% more ownership

Funds ownership: 47.24%48.23% (+0.98%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

31% less repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 39

Holders
104
Holders Change
+4
Holders Change %
+4%
% of All Funds
1.39%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
13
Increased
27
Reduced
39
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LOIP
26
Live Oak Investment Partners
Texas
$1.47M +$1.5M +20,334 New
FFN
27
Focus Financial Network
Minnesota
$1.45M -$228K -3,096 -13%
HighTower Advisors
28
HighTower Advisors
Illinois
$1.41M +$368 +5 +0%
FFWA
29
FRG Family Wealth Advisors
Washington
$1.37M -$9.94K -135 -0.7%
WAM
30
Walker Asset Management
Missouri
$1.34M -$10.5K -142 -0.8%
IWM
31
IHT Wealth Management
Illinois
$1.3M +$1.32M +17,947 New
Raymond James Financial
32
Raymond James Financial
Florida
$1.28M -$83.6K -1,135 -6%
SS
33
Sunbelt Securities
Texas
$1.25M -$9.5K -129 -0.7%
Royal Bank of Canada
34
Royal Bank of Canada
Ontario, Canada
$1.21M +$37.9K +515 +3%
HI
35
Harbour Investments
Wisconsin
$1.21M -$20.1K -273 -2%
CI
36
CX Institutional
Indiana
$1.12M +$1.13M +15,391 New
National Bank of Canada
37
National Bank of Canada
Quebec, Canada
$992K +$410K +5,563 +69%
Commonwealth Equity Services
38
Commonwealth Equity Services
Massachusetts
$963K +$65K +882 +7%
GWM
39
Geneos Wealth Management
Colorado
$951K +$445K +6,036 +85%
DBIA
40
Dumont & Blake Investment Advisors
New Jersey
$924K -$2.14K -29 -0.2%
Lido Advisors
41
Lido Advisors
California
$896K -$242K -3,290 -21%
PSF
42
Pacific Sun Financial
California
$877K -$15.1K -205 -2%
CWA
43
Cascade Wealth Advisors
Washington
$835K
MCM
44
MAI Capital Management
Ohio
$737K -$26K -353 -3%
SB
45
Strategic Blueprint
Georgia
$722K -$52.7K -715 -7%
Creative Planning
46
Creative Planning
Kansas
$624K -$31.6K -429 -5%
KAS
47
Kestra Advisory Services
Texas
$619K -$29.8K -405 -5%
Jones Financial Companies
48
Jones Financial Companies
Missouri
$615K +$129K +1,747 +26%
FF
49
Friedenthal Financial
New Jersey
$609K -$97.8K -1,328 -14%
Truist Financial
50
Truist Financial
North Carolina
$578K -$14K -190 -2%

RSPF Hedge Fund Activity: Q1 2025 in Review

104 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Equal Weight Financials ETF (RSPF) for Q1 2025, worth a combined $149M — up 1.6% from $146M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new RSPF positions and 6 closed out — a net gain of 7 holders — while 27 added to existing stakes and 39 trimmed.

The largest buyer was Wealth Enhancement Advisory Services, adding an estimated $6.45M. The largest seller was Osaic Holdings, cutting an estimated $4.3M.

  • 104 institutional investors held Invesco S&P 500 Equal Weight Financials ETF (RSPF) as of Q1 2025, up from 100 in Q4 2024.
  • Funds reported $149M of Invesco S&P 500 Equal Weight Financials ETF stock for Q1 2025, up 1.6% quarter-over-quarter.
  • 13 funds opened new Invesco S&P 500 Equal Weight Financials ETF positions in Q1 2025 and 6 closed out, a net change of +7 holders.
  • The largest Invesco S&P 500 Equal Weight Financials ETF buyer in Q1 2025 was Wealth Enhancement Advisory Services, an estimated $6.45M added.
  • The largest Invesco S&P 500 Equal Weight Financials ETF seller in Q1 2025 was Osaic Holdings, an estimated $4.3M sold.

Based on aggregated 13F filings for Q1 2025.