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Invesco S&P 500 Equal Weight Financials ETF
RSPF

66 hedge funds and large institutions have $68.4M invested in Invesco S&P 500 Equal Weight Financials ETF in 2020 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 21 increasing their positions, 22 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

88% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 8

20% more capital invested

Capital invested by funds: $56.9M → $68.4M (+$11.5M)

10% more funds holding

Funds holding: 60 → 66 (+6)

0.17% less ownership

Funds ownership: 39.73% → 39.56% (-0.17%)

5% less repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 22

Holders
66
Holders Change
+6
Holders Change %
+10%
% of All Funds
1.17%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
15
Increased
21
Reduced
22
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$2.55M
2
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
+$1.07M
3
Bank of America
Bank of America
North Carolina
+$898K
4
OAM
Occidental Asset Management
California
+$644K
5
GWM
Geneos Wealth Management
Colorado
+$540K

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$2.36M
2
IMC Chicago
IMC Chicago
Illinois
-$2.13M
3
Citadel Advisors
Citadel Advisors
Florida
-$1.28M
4
FTUS
Flow Traders U.S.
New York
-$703K
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$686K
Name Holding Trade Value Shares
Change 		Change in
Stake
Fidelity Investments
51
Fidelity Investments
Massachusetts
$31K +$1.61K +37 +6%
Citigroup
52
Citigroup
New York
$24K -$10.9K -250 -33%
1IA
53
1834 Investment Advisors
Wisconsin
$23K +$7.05K +162 +52%
ASN
54
Advisory Services Network
Georgia
$21K +$87 +2 +0.5%
MCC
55
Money Concepts Capital
Florida
$15K +$13.3K +305 New
BW
56
Bison Wealth
Georgia
$9K -$7.4K -170 -47%
HGWM
57
Harvest Group Wealth Management
Massachusetts
$9K -$44 -1 -0.5%
AWG
58
Altus Wealth Group
Colorado
$8K +$7.66K +176 New
CFO
59
CVA Family Office
Colorado
$7K – – –
FWP
60
FAS Wealth Partners
Kansas
$5K – – –
APA
61
American Portfolios Advisors
New York
$4.85K -$342K -7,867 -99%
GRP
62
Global Retirement Partners
California
$4K +$3.48K +80 New
HR
63
Howe & Rusling
New York
$3K – – –
VNA
64
Valley National Advisers
Pennsylvania
$1K – – –
GEA
65
Glen Eagle Advisors
New Jersey
$480 – – –
IMC Chicago
66
IMC Chicago
Illinois
– -$2.13M -56,052 Closed
Citadel Advisors
67
Citadel Advisors
Florida
– -$1.28M -33,594 Closed
FTUS
68
Flow Traders U.S.
New York
– -$703K -18,456 Closed
WI
69
Wintrust Investments
Illinois
– -$565K -14,826 Closed
CWM
70
Cedar Wealth Management
California
– -$22K -565 Closed
CAPTRUST Financial Advisors
71
CAPTRUST Financial Advisors
North Carolina
– -$20K -534 Closed
FHA
72
Flagship Harbor Advisors
Massachusetts
– -$6K -168 Closed
PCG
73
Private Capital Group
Connecticut
– -$2K -46 Closed
SIAG
74
Safeguard Investment Advisory Group
California
– +$261 +6 New
1 2
3

RSPF Hedge Fund Activity: Q4 2020 in Review

66 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Equal Weight Financials ETF (RSPF) for Q4 2020, worth a combined $68.4M — up 20% from $56.9M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new RSPF positions and 8 closed out — a net gain of 7 holders — while 21 added to existing stakes and 22 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $2.55M. The largest seller was Envestnet Asset Management, cutting an estimated $2.36M.

  • 66 institutional investors held Invesco S&P 500 Equal Weight Financials ETF (RSPF) as of Q4 2020, up from 60 in Q3 2020.
  • Funds reported $68.4M of Invesco S&P 500 Equal Weight Financials ETF stock for Q4 2020, up 20% quarter-over-quarter.
  • 15 funds opened new Invesco S&P 500 Equal Weight Financials ETF positions in Q4 2020 and 8 closed out, a net change of +7 holders.
  • The largest Invesco S&P 500 Equal Weight Financials ETF buyer in Q4 2020 was Morgan Stanley, an estimated $2.55M added.
  • The largest Invesco S&P 500 Equal Weight Financials ETF seller in Q4 2020 was Envestnet Asset Management, an estimated $2.36M sold.

Based on aggregated 13F filings for Q4 2020.