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Invesco S&P 500 Equal Weight Financials ETF

103 hedge funds and large institutions have $154M invested in Invesco S&P 500 Equal Weight Financials ETF in 2025 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 36 increasing their positions, 31 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

16% more repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 31

9% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 11

4% more capital invested

Capital invested by funds: $149M → $154M (+$5.29M)

0.37% more ownership

Funds ownership: 48.23%48.59% (+0.37%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

1% less funds holding

Funds holding: 104103 (-1)

Holders
103
Holders Change
-1
Holders Change %
-0.96%
% of All Funds
1.36%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
12
Increased
36
Reduced
31
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
National Bank of Canada
26
National Bank of Canada
Quebec, Canada
$1.48M +$413K +5,783 +42%
FFWA
27
FRG Family Wealth Advisors
Washington
$1.44M
WAM
28
Walker Asset Management
Missouri
$1.42M +$12.3K +173 +0.9%
Stifel Financial
29
Stifel Financial
Missouri
$1.37M -$257K -3,598 -17%
AWA
30
Arkadios Wealth Advisors
Georgia
$1.34M +$1.26M +17,657 New
Royal Bank of Canada
31
Royal Bank of Canada
Ontario, Canada
$1.33M +$53K +743 +4%
Raymond James Financial
32
Raymond James Financial
Florida
$1.29M -$51.3K -719 -4%
HI
33
Harbour Investments
Wisconsin
$1.26M -$5.64K -79 -0.5%
SS
34
Sunbelt Securities
Texas
$1.25M +$9.2K +129 +0.8%
Commonwealth Equity Services
35
Commonwealth Equity Services
Massachusetts
$997K -$12.5K -175 -1%
DBIA
36
Dumont & Blake Investment Advisors
New Jersey
$962K -$6.71K -94 -0.7%
PSF
37
Pacific Sun Financial
California
$924K +$3.57K +50 +0.4%
MCM
38
MAI Capital Management
Ohio
$863K +$84K +1,177 +12%
Lido Advisors
39
Lido Advisors
California
$849K -$85.8K -1,203 -10%
Jones Financial Companies
40
Jones Financial Companies
Missouri
$800K +$143K +2,003 +23%
Creative Planning
41
Creative Planning
Kansas
$733K +$73.2K +1,026 +12%
KAS
42
Kestra Advisory Services
Texas
$701K +$48.2K +675 +8%
Truist Financial
43
Truist Financial
North Carolina
$656K +$45.9K +644 +8%
FF
44
Friedenthal Financial
New Jersey
$630K -$8.99K -126 -2%
Two Sigma Investments
45
Two Sigma Investments
New York
$601K +$564K +7,900 New
SOS
46
Silver Oak Securities
Tennessee
$590K +$27.2K +381 +5%
FIM
47
Freedom Investment Management
Connecticut
$581K -$8.63K -121 -2%
EAM
48
Empirical Asset Management
Massachusetts
$578K -$7.56K -106 -1%
Corient Private Wealth
49
Corient Private Wealth
Florida
$511K
BFG
50
Berger Financial Group
Minnesota
$509K

RSPF Hedge Fund Activity: Q2 2025 in Review

103 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Equal Weight Financials ETF (RSPF) for Q2 2025, worth a combined $154M — up 3.6% from $149M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new RSPF positions and 11 closed out — a net gain of 1 holder — while 36 added to existing stakes and 31 trimmed.

The largest buyer was UBS Group, adding an estimated $3.21M. The largest seller was ForthRight Wealth Management, exiting entirely with an estimated $2.3M sold.

  • 103 institutional investors held Invesco S&P 500 Equal Weight Financials ETF (RSPF) as of Q2 2025, down from 104 in Q1 2025.
  • Funds reported $154M of Invesco S&P 500 Equal Weight Financials ETF stock for Q2 2025, up 3.6% quarter-over-quarter.
  • 12 funds opened new Invesco S&P 500 Equal Weight Financials ETF positions in Q2 2025 and 11 closed out, a net change of +1 holder.
  • The largest Invesco S&P 500 Equal Weight Financials ETF buyer in Q2 2025 was UBS Group, an estimated $3.21M added.
  • The largest Invesco S&P 500 Equal Weight Financials ETF seller in Q2 2025 was ForthRight Wealth Management, an estimated $2.3M sold.

Based on aggregated 13F filings for Q2 2025.