We are live on ! Find out more
RSPF icon

Invesco S&P 500 Equal Weight Financials ETF
RSPF

113 hedge funds and large institutions have $266M invested in Invesco S&P 500 Equal Weight Financials ETF in 2021 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 42 increasing their positions, 25 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

317% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 6

68% more repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 25

50% more funds holding in top 10

Funds holding in top 10: 2 → 3 (+1)

30% more capital invested

Capital invested by funds: $205M → $266M (+$61.6M)

18% more funds holding

Funds holding: 96 → 113 (+17)

3.28% more ownership

Funds ownership: 50.33% → 53.61% (+3.3%)

Holders
113
Holders Change
+17
Holders Change %
+17.71%
% of All Funds
1.74%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
25
Increased
42
Reduced
25
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PF
Phoenix Financial
Israel
+$20.2M
2
LPL Financial
LPL Financial
California
+$8.9M
3
Bank of America
Bank of America
North Carolina
+$6.42M
4
FMC
Financial Management Concepts
Florida
+$6.19M
5
CAN
Cetera Advisor Networks
California
+$4.6M

Top Sellers

1
FC
Financial Consulate
Maryland
-$13.3M
2
FHC
First Heartland Consultants
Missouri
-$3.58M
3
FTUS
Flow Traders U.S.
New York
-$2.33M
4
Ameriprise
Ameriprise
Minnesota
-$1.89M
5
SAM
SignalPoint Asset Management
Missouri
-$1.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
FF
51
Friedenthal Financial
New Jersey
$615K -$139K -2,163 -18%
CHA
52
Carmichael Hill & Associates
Maryland
$610K +$258 +4 +0%
Creative Planning
53
Creative Planning
Kansas
$607K +$2.39K +37 +0.4%
SWM
54
SeaCrest Wealth Management
New York
$558K +$645 +10 +0.1%
GWM
55
Geneos Wealth Management
Colorado
$523K -$19K -294 -3%
FHA
56
Flagship Harbor Advisors
Massachusetts
$508K +$509K +7,893 New
IAS
57
IMA Advisory Services
Colorado
$483K -$2.58K -40 -0.5%
Lido Advisors
58
Lido Advisors
California
$481K -$32.4K -502 -6%
Royal Bank of Canada
59
Royal Bank of Canada
Ontario, Canada
$464K -$41.6K -645 -8%
MA
60
Mutual Advisors
Nebraska
$412K +$413K +6,405 New
Baird Financial Group
61
Baird Financial Group
Wisconsin
$399K -$33K -512 -8%
Susquehanna International Group
62
Susquehanna International Group
Pennsylvania
$375K +$375K +5,819 New
Commonwealth Equity Services
63
Commonwealth Equity Services
Massachusetts
$351K +$136K +2,103 +63%
FEM
64
Fulcrum Equity Management
Texas
$326K +$21.7K +336 +7%
RIA
65
Regal Investment Advisors
Michigan
$323K – – –
SIA
66
SkyView Investment Advisors
New Jersey
$322K -$30.5K -473 -9%
AFG
67
Arkansas Financial Group
Arkansas
$318K – – –
PAG
68
Private Advisory Group
Washington
$310K -$7.29K -113 -2%
GAM
69
Garrison Asset Management
Arkansas
$308K +$64 +1 +0%
MOS
70
MGO One Seven
Ohio
$289K – – –
LWM
71
Laidlaw Wealth Management
New York
$287K – – –
PAG
72
Private Advisor Group
New Jersey
$286K -$4.32K -67 -1%
EH
73
Equitable Holdings
New York
$283K +$3.22K +50 +1%
SS
74
Sunbelt Securities
Texas
$276K +$265K +4,113 New
JIR
75
James Investment Research
Ohio
$237K – – –
1 2
3
4 5

RSPF Hedge Fund Activity: Q4 2021 in Review

113 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Equal Weight Financials ETF (RSPF) for Q4 2021, worth a combined $266M — up 30% from $205M a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new RSPF positions and 6 closed out — a net gain of 19 holders — while 42 added to existing stakes and 25 trimmed.

The largest buyer was Phoenix Financial, opening a new position worth an estimated $20.2M. The largest seller was Financial Consulate, cutting an estimated $13.3M.

  • 113 institutional investors held Invesco S&P 500 Equal Weight Financials ETF (RSPF) as of Q4 2021, up from 96 in Q3 2021.
  • Funds reported $266M of Invesco S&P 500 Equal Weight Financials ETF stock for Q4 2021, up 30% quarter-over-quarter.
  • 25 funds opened new Invesco S&P 500 Equal Weight Financials ETF positions in Q4 2021 and 6 closed out, a net change of +19 holders.
  • The largest Invesco S&P 500 Equal Weight Financials ETF buyer in Q4 2021 was Phoenix Financial, an estimated $20.2M added.
  • The largest Invesco S&P 500 Equal Weight Financials ETF seller in Q4 2021 was Financial Consulate, an estimated $13.3M sold.

Based on aggregated 13F filings for Q4 2021.