We are live on ! Find out more
RSPF icon

Invesco S&P 500 Equal Weight Financials ETF

90 hedge funds and large institutions have $260M invested in Invesco S&P 500 Equal Weight Financials ETF in 2021 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 31 increasing their positions, 20 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

280% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 5

55% more repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 20

52% more capital invested

Capital invested by funds: $171M → $260M (+$88.9M)

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

15% more funds holding

Funds holding: 7890 (+12)

5.83% more ownership

Funds ownership: 53.24%59.07% (+5.8%)

Holders
90
Holders Change
+12
Holders Change %
+15.38%
% of All Funds
1.57%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.07%
New
19
Increased
31
Reduced
20
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Lido Advisors
51
Lido Advisors
California
$384K
MML Investors Services
52
MML Investors Services
Massachusetts
$379K +$45.5K +759 +14%
SIA
53
SkyView Investment Advisors
New Jersey
$346K
WWM
54
Western Wealth Management
Colorado
$326K +$326K +5,444 New
Susquehanna International Group
55
Susquehanna International Group
Pennsylvania
$322K -$589K -9,825 -65%
FEM
56
Fulcrum Equity Management
Texas
$315K +$316K +5,276 New
Citadel Advisors
57
Citadel Advisors
Florida
$304K -$312K -5,210 -51%
RIA
58
Regal Investment Advisors
Michigan
$300K +$301K +5,025 New
AFG
59
Arkansas Financial Group
Arkansas
$296K
GAM
60
Garrison Asset Management
Arkansas
$286K +$60 +1 +0%
EH
61
Equitable Holdings
New York
$267K +$268K +4,474 New
LWM
62
Laidlaw Wealth Management
New York
$265K +$265K +4,427 New
KAS
63
Kestra Advisory Services
Texas
$217K +$218K +3,631 New
MOS
64
MGO One Seven
Ohio
$213K -$24K -400 -10%
Commonwealth Equity Services
65
Commonwealth Equity Services
Massachusetts
$212K +$213K +3,548 New
ACA
66
Atlas Capital Advisors
Wyoming
$184K
TRCT
67
Tower Research Capital (TRC)
New York
$120K +$73.3K +1,223 +156%
PNC Financial Services Group
68
PNC Financial Services Group
Pennsylvania
$114K
HWA
69
HHM Wealth Advisors
Tennessee
$108K
BAM
70
Belpointe Asset Management
Nevada
$107K
ASN
71
Advisory Services Network
Georgia
$105K +$105K +1,759 New
SBL
72
Sargent Bickham Lagudis
Colorado
$69K -$6.05K -101 -8%
FDCDDQ
73
Federation des caisses Desjardins du Quebec
Quebec, Canada
$66.2K +$25.7K +428 +63%
EVM
74
Eaton Vance Management
Massachusetts
$56K +$3.42K +57 +6%
SWM
75
Spire Wealth Management
Virginia
$54K

RSPF Hedge Fund Activity: Q2 2021 in Review

90 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Equal Weight Financials ETF (RSPF) for Q2 2021, worth a combined $260M — up 52% from $171M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new RSPF positions and 5 closed out — a net gain of 14 holders — while 31 added to existing stakes and 20 trimmed.

The largest buyer was Financial Consulate, opening a new position worth an estimated $23.3M. The largest seller was Centaurus Financial, exiting entirely with an estimated $2.45M sold.

  • 90 institutional investors held Invesco S&P 500 Equal Weight Financials ETF (RSPF) as of Q2 2021, up from 78 in Q1 2021.
  • Funds reported $260M of Invesco S&P 500 Equal Weight Financials ETF stock for Q2 2021, up 52% quarter-over-quarter.
  • 19 funds opened new Invesco S&P 500 Equal Weight Financials ETF positions in Q2 2021 and 5 closed out, a net change of +14 holders.
  • The largest Invesco S&P 500 Equal Weight Financials ETF buyer in Q2 2021 was Financial Consulate, an estimated $23.3M added.
  • The largest Invesco S&P 500 Equal Weight Financials ETF seller in Q2 2021 was Centaurus Financial, an estimated $2.45M sold.

Based on aggregated 13F filings for Q2 2021.