We are live on ! Find out more
RSPF icon

Invesco S&P 500 Equal Weight Financials ETF

66 hedge funds and large institutions have $116M invested in Invesco S&P 500 Equal Weight Financials ETF in 2017 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 25 increasing their positions, 25 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding

Funds holding: 6666 (0)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 10

0% more repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 25

8.76% less ownership

Funds ownership: 49.52%40.76% (-8.8%)

41% less capital invested

Capital invested by funds: $197M → $116M (-$81M)

Holders
66
Holders Change
Holders Change %
0%
% of All Funds
1.65%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
10
Increased
25
Reduced
25
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WEC
51
Winslow Evans & Crocker
Massachusetts
$195K +$106K +2,783 +128%
AG
52
Advisor Group
Arizona
$194K +$152K +3,995 +435%
DOA
53
D'Orazio & Associates
Virginia
$183K +$50.1K +1,320 +40%
SBL
54
Sargent Bickham Lagudis
Colorado
$119K
Northwestern Mutual Wealth Management
55
Northwestern Mutual Wealth Management
Wisconsin
$110K +$85.4K +2,251 +423%
Citigroup
56
Citigroup
New York
$81K -$10.6K -280 -12%
GRP
57
Global Retirement Partners
California
$52K +$49.9K +1,314 New
IA
58
IFP Advisors
Florida
$24K
Creative Planning
59
Creative Planning
Kansas
$19K +$18K +474 New
FCMT
60
Founders Capital Management (Texas)
Texas
$8K +$1.44K +38 +25%
ACM
61
AlphaStar Capital Management
North Carolina
$7K +$6.87K +181 New
BBPWM
62
Blue Bell Private Wealth Management
Pennsylvania
$2K
VNA
63
Valley National Advisers
Pennsylvania
$1K -$379 -10 -23%
SI
64
Stephens Inc
Arkansas
-$1.33M -35,246 Closed
Citadel Advisors
65
Citadel Advisors
Florida
-$1.24M -32,861 Closed
Susquehanna International Group
66
Susquehanna International Group
Pennsylvania
-$454K -12,043 Closed
MWM
67
Merriman Wealth Management
Washington
-$445K -11,800 Closed
IAA
68
Independent Advisor Alliance
North Carolina
-$319K -8,579 Closed
Jane Street
69
Jane Street
New York
-$308K -8,179 Closed
SA
70
Strategic Advisors
New York
-$285K -7,561 Closed
FAAS
71
First Allied Advisory Services
California
-$261K -6,935 Closed
LYV
72
Live Your Vision
Pennsylvania
-$19K -500 Closed
TRCT
73
Tower Research Capital (TRC)
New York
-$11K -300 Closed
AssetMark Inc
74
AssetMark Inc
California
+$190 +5 New

RSPF Hedge Fund Activity: Q2 2017 in Review

66 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Equal Weight Financials ETF (RSPF) for Q2 2017, worth a combined $116M — down 41% from $197M a quarter earlier.

Fund positioning in RSPF was balanced in Q2 2017: 10 funds opened new positions, 10 closed out, 25 added to existing stakes and 25 trimmed.

The largest buyer was Tradewinds Capital Management, opening a new position worth an estimated $9.81M. The largest seller was Wilbanks Smith & Thomas Asset Management, cutting an estimated $87.9M.

  • 66 institutional investors held Invesco S&P 500 Equal Weight Financials ETF (RSPF) as of Q2 2017, unchanged from Q1 2017.
  • Funds reported $116M of Invesco S&P 500 Equal Weight Financials ETF stock for Q2 2017, down 41% quarter-over-quarter.
  • 10 funds opened new Invesco S&P 500 Equal Weight Financials ETF positions in Q2 2017 and 10 closed out, a net change of 0 holders.
  • The largest Invesco S&P 500 Equal Weight Financials ETF buyer in Q2 2017 was Tradewinds Capital Management, an estimated $9.81M added.
  • The largest Invesco S&P 500 Equal Weight Financials ETF seller in Q2 2017 was Wilbanks Smith & Thomas Asset Management, an estimated $87.9M sold.

Based on aggregated 13F filings for Q2 2017.