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Invesco S&P 500 Equal Weight Financials ETF

76 hedge funds and large institutions have $69.2M invested in Invesco S&P 500 Equal Weight Financials ETF in 2020 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 16 increasing their positions, 32 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

2.65% more ownership

Funds ownership: 41.05%43.7% (+2.6%)

13% less funds holding

Funds holding: 8776 (-11)

39% less capital invested

Capital invested by funds: $114M → $69.2M (-$44.3M)

40% less first-time investments, than exits

New positions opened: 12 | Existing positions closed: 20

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

50% less repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 32

Holders
76
Holders Change
-11
Holders Change %
-12.64%
% of All Funds
1.67%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
12
Increased
16
Reduced
32
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SF
51
Synovus Financial
Georgia
$49K +$66K +1,568 New
IA
52
IFP Advisors
Florida
$36K -$65K -1,544 -58%
Fifth Third Bancorp
53
Fifth Third Bancorp
Ohio
$35K
LFG
54
LifePlan Financial Group
Ohio
$34K
Citigroup
55
Citigroup
New York
$33K -$12.6K -300 -22%
Fidelity Investments
56
Fidelity Investments
Massachusetts
$28K -$5.47K -130 -13%
PNC Financial Services Group
57
PNC Financial Services Group
Pennsylvania
$28K
AWA
58
Arkadios Wealth Advisors
Georgia
$24.1K
FWM
59
Focused Wealth Management
New York
$21K +$27.8K +660 New
CWM
60
Cedar Wealth Management
California
$18K -$23.8K -565 -50%
ASN
61
Advisory Services Network
Georgia
$13K +$168 +4 +1%
FWP
62
FAS Wealth Partners
Kansas
$13K +$16.8K +400 New
FHA
63
Flagship Harbor Advisors
Massachusetts
$12K
GRP
64
Global Retirement Partners
California
$11K -$505 -12 -3%
BW
65
Bison Wealth
Georgia
$11K
TFGT
66
TS Financial Group (TSFG)
Illinois
$10K
FRA
67
Front Row Advisors
California
$8K
FDCDDQ
68
Federation des caisses Desjardins du Quebec
Quebec, Canada
$6.15K
CFO
69
CVA Family Office
Colorado
$5K +$6.32K +150 New
DWM
70
Darwin Wealth Management
Florida
$4K +$6.9K +164 New
PCG
71
Private Capital Group
Connecticut
$1K
S
72
SignatureFD
Georgia
$1K
VNA
73
Valley National Advisers
Pennsylvania
$1K
GEA
74
Glen Eagle Advisors
New Jersey
$314 -$631 -15 -60%
FGAM
75
Financial Gravity Asset Management
Texas
$1

RSPF Hedge Fund Activity: Q1 2020 in Review

76 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Equal Weight Financials ETF (RSPF) for Q1 2020, worth a combined $69.2M — down 39% from $114M a quarter earlier.

Sellers outnumbered buyers: 20 funds closed out of RSPF and 12 opened new positions — a net loss of 8 holders — while 32 trimmed existing stakes and 16 added.

The largest buyer was Susquehanna International Group, opening a new position worth an estimated $2.63M. The largest seller was Harvest Group Wealth Management, cutting an estimated $5.68M.

  • 76 institutional investors held Invesco S&P 500 Equal Weight Financials ETF (RSPF) as of Q1 2020, down from 87 in Q4 2019.
  • Funds reported $69.2M of Invesco S&P 500 Equal Weight Financials ETF stock for Q1 2020, down 39% quarter-over-quarter.
  • 12 funds opened new Invesco S&P 500 Equal Weight Financials ETF positions in Q1 2020 and 20 closed out, a net change of -8 holders.
  • The largest Invesco S&P 500 Equal Weight Financials ETF buyer in Q1 2020 was Susquehanna International Group, an estimated $2.63M added.
  • The largest Invesco S&P 500 Equal Weight Financials ETF seller in Q1 2020 was Harvest Group Wealth Management, an estimated $5.68M sold.

Based on aggregated 13F filings for Q1 2020.