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Invesco S&P 500 Equal Weight Financials ETF

126 hedge funds and large institutions have $273M invested in Invesco S&P 500 Equal Weight Financials ETF in 2022 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 42 increasing their positions, 30 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

136% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 11

40% more repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 30

12% more funds holding

Funds holding: 113126 (+13)

3% more capital invested

Capital invested by funds: $266M → $273M (+$7.11M)

2.77% less ownership

Funds ownership: 53.61%50.83% (-2.8%)

67% less funds holding in top 10

Funds holding in top 10: 31 (-2)

Holders
126
Holders Change
+13
Holders Change %
+11.5%
% of All Funds
1.99%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.02%
New
26
Increased
42
Reduced
30
Closed
11
Calls
$214K
Puts
Net Calls
+$214K
Net Calls Change
+$214K
Name Holding Trade Value Shares
Change
Change in
Stake
Citadel Advisors
51
Citadel Advisors
Florida
$695K +$703K +10,906 New
SA
52
Stewardship Advisors
Pennsylvania
$688K +$697K +10,806 New
TRCT
53
Tower Research Capital (TRC)
New York
$666K +$674K +10,450 New
PPW
54
Pinnacle Private Wealth
Massachusetts
$660K -$64.6K -1,001 -9%
PAG
55
Private Advisor Group
New Jersey
$627K +$349K +5,407 +122%
FANJ
56
Financial Architects (New Jersey)
New Jersey
$607K -$67.5K -1,046 -10%
Janney Montgomery Scott
57
Janney Montgomery Scott
Pennsylvania
$602K +$610K +9,454 New
Lido Advisors
58
Lido Advisors
California
$596K +$122K +1,885 +25%
Creative Planning
59
Creative Planning
Kansas
$591K -$9.16K -142 -2%
CHA
60
Carmichael Hill & Associates
Maryland
$570K -$33.4K -518 -5%
BCA
61
Bay Colony Advisors
Massachusetts
$553K -$1.18M -18,273 -68%
SWM
62
SeaCrest Wealth Management
New York
$533K -$19.2K -298 -3%
IAS
63
IMA Advisory Services
Colorado
$472K -$5.55K -86 -1%
Jane Street
64
Jane Street
New York
$441K +$447K +6,927 New
Baird Financial Group
65
Baird Financial Group
Wisconsin
$413K +$18.4K +286 +5%
CA
66
Cetera Advisors
Colorado
$353K +$358K +5,546 New
EH
67
Equitable Holdings
New York
$321K +$41.5K +644 +15%
RIA
68
Regal Investment Advisors
Michigan
$320K
AFG
69
Arkansas Financial Group
Arkansas
$314K
FFS
70
Founders Financial Securities
Maryland
$312K +$316K +4,901 New
EFS
71
Essex Financial Services
Connecticut
$306K +$309K +4,798 New
GAM
72
Garrison Asset Management
Arkansas
$305K
SPIA
73
Steward Partners Investment Advisory
New York
$302K +$306K +4,741 New
PAG
74
Private Advisory Group
Washington
$296K -$11.2K -174 -4%
USCWA
75
U.S. Capital Wealth Advisors
Texas
$296K +$300K +4,649 New

RSPF Hedge Fund Activity: Q1 2022 in Review

126 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Equal Weight Financials ETF (RSPF) for Q1 2022, worth a combined $273M — up 2.7% from $266M a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new RSPF positions and 11 closed out — a net gain of 15 holders — while 42 added to existing stakes and 30 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $15.6M. The largest seller was Phoenix Financial, exiting entirely with an estimated $20.2M sold.

  • 126 institutional investors held Invesco S&P 500 Equal Weight Financials ETF (RSPF) as of Q1 2022, up from 113 in Q4 2021.
  • Funds reported $273M of Invesco S&P 500 Equal Weight Financials ETF stock for Q1 2022, up 2.7% quarter-over-quarter.
  • 26 funds opened new Invesco S&P 500 Equal Weight Financials ETF positions in Q1 2022 and 11 closed out, a net change of +15 holders.
  • The largest Invesco S&P 500 Equal Weight Financials ETF buyer in Q1 2022 was Morgan Stanley, an estimated $15.6M added.
  • The largest Invesco S&P 500 Equal Weight Financials ETF seller in Q1 2022 was Phoenix Financial, an estimated $20.2M sold.

Based on aggregated 13F filings for Q1 2022.