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Invesco S&P 500 Equal Weight Financials ETF

70 hedge funds and large institutions have $60.9M invested in Invesco S&P 500 Equal Weight Financials ETF in 2020 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 12 increasing their positions, 36 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

4.3% less ownership

Funds ownership: 43.7%39.4% (-4.3%)

8% less funds holding

Funds holding: 7670 (-6)

12% less capital invested

Capital invested by funds: $69.2M → $60.9M (-$8.28M)

50% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 12

67% less repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 36

Holders
70
Holders Change
-6
Holders Change %
-7.89%
% of All Funds
1.44%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
6
Increased
12
Reduced
36
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AWA
51
Arkadios Wealth Advisors
Georgia
$28.7K
Fidelity Investments
52
Fidelity Investments
Massachusetts
$23K -$10.2K -287 -32%
CWM
53
Cedar Wealth Management
California
$21K
CAPTRUST Financial Advisors
54
CAPTRUST Financial Advisors
North Carolina
$20K -$53.1K -1,494 -74%
BW
55
Bison Wealth
Georgia
$13K
TFGT
56
TS Financial Group (TSFG)
Illinois
$12K
1IA
57
1834 Investment Advisors
Wisconsin
$12K +$11.2K +314 New
FRA
58
Front Row Advisors
California
$9K
HGWM
59
Harvest Group Wealth Management
Massachusetts
$8K -$102K -2,870 -93%
GRP
60
Global Retirement Partners
California
$7K -$6.5K -183 -51%
FHA
61
Flagship Harbor Advisors
Massachusetts
$6K -$7.17K -202 -55%
CFO
62
CVA Family Office
Colorado
$6K
SF
63
Synovus Financial
Georgia
$5K -$51K -1,437 -92%
FWP
64
FAS Wealth Partners
Kansas
$4K -$10.7K -300 -75%
HR
65
Howe & Rusling
New York
$2K -$58.8K -1,655 -97%
PCG
66
Private Capital Group
Connecticut
$2K
S
67
SignatureFD
Georgia
$1K
VNA
68
Valley National Advisers
Pennsylvania
$1K
GEA
69
Glen Eagle Advisors
New Jersey
$373
Lido Advisors
70
Lido Advisors
California
-$985K -31,379 Closed
Commonwealth Equity Services
71
Commonwealth Equity Services
Massachusetts
-$415K -13,238 Closed
SPFA
72
Summit Place Financial Advisors
New Jersey
-$344K -10,950 Closed
Jane Street
73
Jane Street
New York
-$313K -9,959 Closed
BCP
74
Blackhawk Capital Partners
Wisconsin
-$375K -7,991 Closed
Ameriprise
75
Ameriprise
Minnesota
-$268K -4,134 Closed

RSPF Hedge Fund Activity: Q2 2020 in Review

70 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Equal Weight Financials ETF (RSPF) for Q2 2020, worth a combined $60.9M — down 12% from $69.2M a quarter earlier.

Sellers outnumbered buyers: 12 funds closed out of RSPF and 6 opened new positions — a net loss of 6 holders — while 36 trimmed existing stakes and 12 added.

The largest buyer was United Capital Financial Advisors, opening a new position worth an estimated $2.21M. The largest seller was HighTower Advisors, cutting an estimated $12.6M.

  • 70 institutional investors held Invesco S&P 500 Equal Weight Financials ETF (RSPF) as of Q2 2020, down from 76 in Q1 2020.
  • Funds reported $60.9M of Invesco S&P 500 Equal Weight Financials ETF stock for Q2 2020, down 12% quarter-over-quarter.
  • 6 funds opened new Invesco S&P 500 Equal Weight Financials ETF positions in Q2 2020 and 12 closed out, a net change of -6 holders.
  • The largest Invesco S&P 500 Equal Weight Financials ETF buyer in Q2 2020 was United Capital Financial Advisors, an estimated $2.21M added.
  • The largest Invesco S&P 500 Equal Weight Financials ETF seller in Q2 2020 was HighTower Advisors, an estimated $12.6M sold.

Based on aggregated 13F filings for Q2 2020.