We are live on ! Find out more
RSPF icon

Invesco S&P 500 Equal Weight Financials ETF

89 hedge funds and large institutions have $109M invested in Invesco S&P 500 Equal Weight Financials ETF in 2019 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 20 increasing their positions, 35 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

37.62% more ownership

Funds ownership: 44.89%82.52% (+38%)

7% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 15

1% less funds holding

Funds holding: 9089 (-1)

11% less capital invested

Capital invested by funds: $123M → $109M (-$13.9M)

43% less repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 35

Holders
89
Holders Change
-1
Holders Change %
-1.11%
% of All Funds
1.93%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.06%
New
16
Increased
20
Reduced
35
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Citadel Advisors
51
Citadel Advisors
Florida
$308K +$308K +7,649 New
Commonwealth Equity Services
52
Commonwealth Equity Services
Massachusetts
$296K +$3.58K +89 +1%
HIM
53
Harbour Investment Management
Washington
$282K -$4.03K -100 -1%
GWM
54
Geneos Wealth Management
Colorado
$232K -$18.1K -450 -7%
GAM
55
Garrison Asset Management
Arkansas
$222K +$40 +1 +0%
AFG
56
Arkansas Financial Group
Arkansas
$208K +$209K +5,184 New
MML Investors Services
57
MML Investors Services
Massachusetts
$204K +$204K +5,061 New
BAS
58
Brown Advisory Securities
Maryland
$201K +$201K +5,000 New
BCI
59
Brinker Capital Investments
Pennsylvania
$180K
APA
60
American Portfolios Advisors
New York
$161K +$161K +4,001 New
WEC
61
Winslow Evans & Crocker
Massachusetts
$150K
HR
62
Howe & Rusling
New York
$122K -$263K -6,533 -68%
SBL
63
Sargent Bickham Lagudis
Colorado
$107K
Citigroup
64
Citigroup
New York
$95K -$40.2K -1,000 -30%
JPLA
65
Joseph P. Lucia & Associates
New York
$69.5K +$117M +2,905,633 New
WCM
66
WealthBridge Capital Management
Ohio
$48K
Fifth Third Bancorp
67
Fifth Third Bancorp
Ohio
$45K
LFG
68
LifePlan Financial Group
Ohio
$43K -$57.5K -1,428 -57%
QCIG
69
Quad-Cities Investment Group
Iowa
$37K +$241 +6 +0.7%
PNC Financial Services Group
70
PNC Financial Services Group
Pennsylvania
$36K
IWA
71
Intercontinental Wealth Advisors
Texas
$30K
Northwestern Mutual Wealth Management
72
Northwestern Mutual Wealth Management
Wisconsin
$21K
AOWM
73
Alpha Omega Wealth Management
Virginia
$19K
BFEC
74
Benjamin F. Edwards & Company
Missouri
$18K +$3.06K +76 +21%
HCA
75
Horan Capital Advisors
Ohio
$18K +$18.1K +450 New

RSPF Hedge Fund Activity: Q1 2019 in Review

89 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Equal Weight Financials ETF (RSPF) for Q1 2019, worth a combined $109M — down 11% from $123M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new RSPF positions and 15 closed out — a net gain of 1 holder — while 20 added to existing stakes and 35 trimmed.

The largest buyer was Bank of America, adding an estimated $3.32M. The largest seller was Tradewinds Capital Management, cutting an estimated $11M.

  • 89 institutional investors held Invesco S&P 500 Equal Weight Financials ETF (RSPF) as of Q1 2019, down from 90 in Q4 2018.
  • Funds reported $109M of Invesco S&P 500 Equal Weight Financials ETF stock for Q1 2019, down 11% quarter-over-quarter.
  • 16 funds opened new Invesco S&P 500 Equal Weight Financials ETF positions in Q1 2019 and 15 closed out, a net change of +1 holder.
  • The largest Invesco S&P 500 Equal Weight Financials ETF buyer in Q1 2019 was Bank of America, an estimated $3.32M added.
  • The largest Invesco S&P 500 Equal Weight Financials ETF seller in Q1 2019 was Tradewinds Capital Management, an estimated $11M sold.

Based on aggregated 13F filings for Q1 2019.