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Invesco S&P 500 Equal Weight Financials ETF

68 hedge funds and large institutions have $139M invested in Invesco S&P 500 Equal Weight Financials ETF in 2017 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 31 increasing their positions, 16 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more funds holding in top 10

Funds holding in top 10: 14 (+3)

94% more repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 16

43% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 7

20% more capital invested

Capital invested by funds: $116M → $139M (+$22.7M)

3% more funds holding

Funds holding: 6668 (+2)

1.48% more ownership

Funds ownership: 40.76%42.24% (+1.5%)

Holders
68
Holders Change
+2
Holders Change %
+3.03%
% of All Funds
1.7%
Holding in Top 10
4
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+300%
% of All Funds
0.1%
New
10
Increased
31
Reduced
16
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
DOA
51
D'Orazio & Associates
Virginia
$244K +$50.2K +1,258 +27%
BAS
52
Brown Advisory Securities
Maryland
$240K
LCM
53
Liberty Capital Management
Michigan
$238K
BCI
54
Brinker Capital Investments
Pennsylvania
$204K -$54.5K -1,366 -22%
WEC
55
Winslow Evans & Crocker
Massachusetts
$164K -$38.8K -973 -20%
SBL
56
Sargent Bickham Lagudis
Colorado
$124K
WAM
57
Wealthspire Advisors (Maryland)
Maryland
$114K -$99.6K -2,497 -48%
Citigroup
58
Citigroup
New York
$85K
GRP
59
Global Retirement Partners
California
$80K +$25.2K +631 +48%
Northwestern Mutual Wealth Management
60
Northwestern Mutual Wealth Management
Wisconsin
$36K -$75.9K -1,903 -68%
IA
61
IFP Advisors
Florida
$25K
HCA
62
Horan Capital Advisors
Ohio
$19K +$18K +450 New
FCMT
63
Founders Capital Management (Texas)
Texas
$8K +$439 +11 +6%
BBPWM
64
Blue Bell Private Wealth Management
Pennsylvania
$2K
VNA
65
Valley National Advisers
Pennsylvania
$1K
IWMA
66
Ironwood Wealth Management (Arizona)
Arizona
$1K +$678 +17 New
SG Americas Securities
67
SG Americas Securities
New York
-$1.82M -46,195 Closed
AA
68
Advisory Alpha
Michigan
-$409K -10,047 Closed
SI
69
SII Investments
Wisconsin
-$359K -9,102 Closed
PAG
70
Private Advisor Group
New Jersey
-$244K -6,125 Closed
CWM
71
Concert Wealth Management
California
-$218K -5,523 Closed
Creative Planning
72
Creative Planning
Kansas
-$19K -474 Closed

RSPF Hedge Fund Activity: Q3 2017 in Review

68 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 Q3 2017, worth a combined $139M — up 20% from $116M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new RSPF positions and 7 closed out — a net gain of 3 holders — while 31 added to existing stakes and 16 trimmed.

The largest buyer was Bank of America, adding an estimated $5.49M. The largest seller was SG Americas Securities, exiting entirely with an estimated $1.82M sold.

  • 68 institutional investors held Invesco S&P 500 Equal Weight Financials ETF (RSPF) as of Q3 2017, up from 66 in Q2 2017.
  • Funds reported $139M of Invesco S&P 500 Equal Weight Financials ETF stock for Q3 2017, up 20% quarter-over-quarter.
  • 10 funds opened new Invesco S&P 500 Equal Weight Financials ETF positions in Q3 2017 and 7 closed out, a net change of +3 holders.
  • The largest Invesco S&P 500 Equal Weight Financials ETF buyer in Q3 2017 was Bank of America, an estimated $5.49M added.
  • The largest Invesco S&P 500 Equal Weight Financials ETF seller in Q3 2017 was SG Americas Securities, an estimated $1.82M sold.

Based on aggregated 13F filings for Q3 2017.