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Invesco S&P 500 Equal Weight Financials ETF

78 hedge funds and large institutions have $171M invested in Invesco S&P 500 Equal Weight Financials ETF in 2021 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 26 increasing their positions, 21 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more capital invested

Capital invested by funds: $68.4M → $171M (+$103M)

144% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 9

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

24% more repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 21

18% more funds holding

Funds holding: 6678 (+12)

13.67% more ownership

Funds ownership: 39.56%53.24% (+14%)

Holders
78
Holders Change
+12
Holders Change %
+18.18%
% of All Funds
1.37%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
22
Increased
26
Reduced
21
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MOS
51
MGO One Seven
Ohio
$221K +$208K +3,960 New
ACA
52
Atlas Capital Advisors
Wyoming
$172K
MCC
53
Money Concepts Capital
Florida
$149K +$124K +2,358 +773%
PNC Financial Services Group
54
PNC Financial Services Group
Pennsylvania
$106K -$52.6K -1,000 -34%
HWA
55
HHM Wealth Advisors
Tennessee
$100K
BAM
56
Belpointe Asset Management
Nevada
$100K +$94.2K +1,790 New
SBL
57
Sargent Bickham Lagudis
Colorado
$70K -$4.63K -88 -7%
SWM
58
Spire Wealth Management
Virginia
$50K +$47.4K +900 New
AWA
59
Arkadios Wealth Advisors
Georgia
$49K +$6K +114 +15%
EVM
60
Eaton Vance Management
Massachusetts
$49K +$46.2K +878 New
1IA
61
1834 Investment Advisors
Wisconsin
$46K +$18.6K +354 +74%
TRCT
62
Tower Research Capital (TRC)
New York
$44K -$117K -2,230 -74%
FA
63
Fortis Advisors
Pennsylvania
$42K +$39.5K +750 New
IA
64
IFP Advisors
Florida
$38K -$11.2K -213 -24%
FDCDDQ
65
Federation des caisses Desjardins du Quebec
Quebec, Canada
$37.9K +$35.7K +679 New
CAC
66
Certified Advisory Corp
Florida
$33K +$30.9K +588 New
Citigroup
67
Citigroup
New York
$28K
Fidelity Investments
68
Fidelity Investments
Massachusetts
$27K -$8.58K -163 -25%
PO
69
Private Ocean
California
$24K +$22.4K +426 New
BW
70
Bison Wealth
Georgia
$11K
CFO
71
CVA Family Office
Colorado
$8K
FWP
72
FAS Wealth Partners
Kansas
$6K
WAP
73
Wealthcare Advisory Partners
Pennsylvania
$5K +$4.26K +81 New
HR
74
Howe & Rusling
New York
$3K
EP
75
Eudaimonia Partners
Tennessee
$3K +$2.63K +50 New

RSPF Hedge Fund Activity: Q1 2021 in Review

78 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Equal Weight Financials ETF (RSPF) for Q1 2021, worth a combined $171M — up 150% from $68.4M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new RSPF positions and 9 closed out — a net gain of 13 holders — while 26 added to existing stakes and 21 trimmed.

The largest buyer was Gradient Investments, opening a new position worth an estimated $53.1M. The largest seller was Focus Financial Network, exiting entirely with an estimated $2.36M sold.

  • 78 institutional investors held Invesco S&P 500 Equal Weight Financials ETF (RSPF) as of Q1 2021, up from 66 in Q4 2020.
  • Funds reported $171M of Invesco S&P 500 Equal Weight Financials ETF stock for Q1 2021, up 150% quarter-over-quarter.
  • 22 funds opened new Invesco S&P 500 Equal Weight Financials ETF positions in Q1 2021 and 9 closed out, a net change of +13 holders.
  • The largest Invesco S&P 500 Equal Weight Financials ETF buyer in Q1 2021 was Gradient Investments, an estimated $53.1M added.
  • The largest Invesco S&P 500 Equal Weight Financials ETF seller in Q1 2021 was Focus Financial Network, an estimated $2.36M sold.

Based on aggregated 13F filings for Q1 2021.