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Invesco S&P 500 Equal Weight Financials ETF

87 hedge funds and large institutions have $114M invested in Invesco S&P 500 Equal Weight Financials ETF in 2019 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 22 increasing their positions, 31 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

6% more capital invested

Capital invested by funds: $107M → $114M (+$6.91M)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0.06% less ownership

Funds ownership: 41.11%41.05% (-0.06%)

8% less first-time investments, than exits

New positions opened: 11 | Existing positions closed: 12

1% less funds holding

Funds holding: 8887 (-1)

29% less repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 31

Holders
87
Holders Change
-1
Holders Change %
-1.14%
% of All Funds
1.71%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
11
Increased
22
Reduced
31
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MML Investors Services
51
MML Investors Services
Massachusetts
$241K +$6.8K +151 +3%
Janney Montgomery Scott
52
Janney Montgomery Scott
Pennsylvania
$238K -$147K -3,252 -39%
RIA
53
Regal Investment Advisors
Michigan
$221K
BCI
54
Brinker Capital Investments
Pennsylvania
$179K -$11.7K -260 -6%
IA
55
IFP Advisors
Florida
$124K -$8.07K -179 -6%
HR
56
Howe & Rusling
New York
$121K -$6.31K -140 -5%
SBL
57
Sargent Bickham Lagudis
Colorado
$118K
WEC
58
Winslow Evans & Crocker
Massachusetts
$84K
Citigroup
59
Citigroup
New York
$63K -$9.01K -200 -13%
SPIA
60
Steward Partners Investment Advisory
New York
$54K
Fifth Third Bancorp
61
Fifth Third Bancorp
Ohio
$53K
CWM
62
Cedar Wealth Management
California
$53K +$50.9K +1,130 New
LFG
63
LifePlan Financial Group
Ohio
$50K
Fidelity Investments
64
Fidelity Investments
Massachusetts
$48K +$45 +1 +0.1%
IFWM
65
Institute for Wealth Management
Colorado
$45K +$43.5K +966 New
PNC Financial Services Group
66
PNC Financial Services Group
Pennsylvania
$42K
MWP
67
MYCIO Wealth Partners
Pennsylvania
$39K +$180 +4 +0.5%
AWA
68
Arkadios Wealth Advisors
Georgia
$36.8K +$34.5K +766 New
Northwestern Mutual Wealth Management
69
Northwestern Mutual Wealth Management
Wisconsin
$25K
ASN
70
Advisory Services Network
Georgia
$20K +$180 +4 +1%
GRP
71
Global Retirement Partners
California
$18K
FHA
72
Flagship Harbor Advisors
Massachusetts
$17K
BW
73
Bison Wealth
Georgia
$17K +$16.2K +359 New
TFGT
74
TS Financial Group (TSFG)
Illinois
$15K
RG
75
Retirement Group
California
$15K +$14.8K +329 New

RSPF Hedge Fund Activity: Q4 2019 in Review

87 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Equal Weight Financials ETF (RSPF) for Q4 2019, worth a combined $114M — up 6.5% from $107M a quarter earlier.

Sellers outnumbered buyers: 12 funds closed out of RSPF and 11 opened new positions — a net loss of 1 holder — while 31 trimmed existing stakes and 22 added.

The largest buyer was Harvest Group Wealth Management, opening a new position worth an estimated $6.22M. The largest seller was Susquehanna International Group, exiting entirely with an estimated $3.68M sold.

  • 87 institutional investors held Invesco S&P 500 Equal Weight Financials ETF (RSPF) as of Q4 2019, down from 88 in Q3 2019.
  • Funds reported $114M of Invesco S&P 500 Equal Weight Financials ETF stock for Q4 2019, up 6.5% quarter-over-quarter.
  • 11 funds opened new Invesco S&P 500 Equal Weight Financials ETF positions in Q4 2019 and 12 closed out, a net change of -1 holder.
  • The largest Invesco S&P 500 Equal Weight Financials ETF buyer in Q4 2019 was Harvest Group Wealth Management, an estimated $6.22M added.
  • The largest Invesco S&P 500 Equal Weight Financials ETF seller in Q4 2019 was Susquehanna International Group, an estimated $3.68M sold.

Based on aggregated 13F filings for Q4 2019.