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Invesco S&P 500 Equal Weight Financials ETF

RSPF

Market cap $307M

113 hedge funds and large institutions have $212M invested in Invesco S&P 500 Equal Weight Financials ETF in 2022 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 45 increasing their positions, 34 reducing their positions, and 28 closing their positions.

New

Increased

Maintained

Reduced

Closed

32% more repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 34

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

1.5% less ownership

Funds ownership: 50.83% → 49.33% (-1.5%)

10% less funds holding

Funds holding: 126 → 113 (-13)

22% less capital invested

Capital invested by funds: $273M → $212M (-$60.7M)

46% less first-time investments, than exits

New positions opened: 15 | Existing positions closed: 28

Holders

113

Holders Change

-13

Holders Change %

-10.32%

% of All Funds

1.9%

Holding in Top 10

Holding in Top 10 Change

–

Holding in Top 10 Change %

–

% of All Funds

0.02%

New

Increased

Reduced

Closed

Calls

–

Puts

–

Net Calls

–

Net Calls Change

–

Top Buyers

1	Morgan Stanley New York	+$4.32M
2	CAG Csenge Advisory Group Clearwater, Florida	+$2.98M
3	MWPCG Measured Wealth Private Client Group Portsmouth, New Hampshire	+$2.93M
4	NA NewEdge Advisors New Orleans, Louisiana	+$1.55M
5	Royal Bank of Canada Toronto, Ontario, Canada	+$1.19M

Top Sellers

1	Bank of America Charlotte, North Carolina	-$12.5M
2	Osaic Holdings Scottsdale, Arizona	-$5.51M
3	Ameriprise Minneapolis, Minnesota	-$5.24M
4	MML Investors Services Springfield, Massachusetts	-$3.99M
5	WWM WJ Wealth Management Glendale, Arizona	-$3.03M

#	Name	Holding	Trade Value	Shares Change	Change in Stake
51	51 Citadel Advisors Miami, Florida	$731K	+$164K	+2,836	+26%
52	MW 52 MBL Wealth Charlotte, North Carolina	$596K	-$62.6K	-1,085	-9%
53	OAM 53 Occidental Asset Management Burlingame, California	$590K	-$91K	-1,576	-12%
54	FF 54 Friedenthal Financial Marlton, New Jersey	$585K	-$7.1K	-123	-1%
55	55 Ameriprise Minneapolis, Minnesota	$578K	-$5.24M	-90,774	-89%
56	PPW 56 Pinnacle Private Wealth Andover, Massachusetts	$551K	–	–	–
57	57 Creative Planning Overland Park, Kansas	$507K	+$14.4K	+250	+3%
58	CHA 58 Carmichael Hill & Associates Gaithersburg, Maryland	$502K	+$28K	+485	+5%
59	59 Lido Advisors Los Angeles, California	$498K	-$173	-3	-0%
60	60 MML Investors Services Springfield, Massachusetts	$481K	-$3.99M	-69,095	-88%
61	SWM 61 SeaCrest Wealth Management Purchase, New York	$464K	+$21.2K	+368	+4%
62	62 Jane Street New York	$461K	+$101K	+1,749	+25%
63	SS 63 Sunbelt Securities Houston, Texas	$460K	+$244K	+4,225	+96%
64	IAS 64 IMA Advisory Services Denver, Colorado	$378K	-$17.8K	-308	-4%
65	FTUS 65 Flow Traders U.S. New York	$317K	+$344K	+5,957	New
66	SPIA 66 Steward Partners Investment Advisory New York	$285K	+$35.7K	+619	+13%
67	AFG 67 Arkansas Financial Group Little Rock, Arkansas	$280K	+$19K	+329	+7%
68	RIA 68 Regal Investment Advisors Kentwood, Michigan	$267K	–	–	–
69	EFS 69 Essex Financial Services Essex, Connecticut	$256K	+$1.15K	+20	+0.4%
70	GAM 70 Garrison Asset Management Fayetteville, Arkansas	$255K	+$58	+1	+0%
71	USCWA 71 U.S. Capital Wealth Advisors Austin, Texas	$247K	–	–	–
72	EH 72 Equitable Holdings New York	$234K	-$37.1K	-643	-13%
73	SIA 73 SkyView Investment Advisors Shrewsbury, New Jersey	$232K	-$16.4K	-284	-6%
74	FCAG 74 First Capital Advisors Group Little Silver, New Jersey	$232K	+$252K	+4,366	New
75	MOS 75 MGO One Seven Beachwood, Ohio	$220K	-$2.89K	-50	-1%

RSPF Hedge Fund Activity: Q2 2022 in Review

113 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Equal Weight Financials ETF (RSPF) for Q2 2022, worth a combined $212M — down 22% from $273M a quarter earlier.

Sellers outnumbered buyers: 28 funds closed out of RSPF and 15 opened new positions — a net loss of 13 holders — while 34 trimmed existing stakes and 45 added.

The largest buyer was Morgan Stanley, adding an estimated $4.32M. The largest seller was Bank of America, cutting an estimated $12.5M.

113 institutional investors held Invesco S&P 500 Equal Weight Financials ETF (RSPF) as of Q2 2022, down from 126 in Q1 2022.
Funds reported $212M of Invesco S&P 500 Equal Weight Financials ETF stock for Q2 2022, down 22% quarter-over-quarter.
15 funds opened new Invesco S&P 500 Equal Weight Financials ETF positions in Q2 2022 and 28 closed out, a net change of -13 holders.
The largest Invesco S&P 500 Equal Weight Financials ETF buyer in Q2 2022 was Morgan Stanley, an estimated $4.32M added.
The largest Invesco S&P 500 Equal Weight Financials ETF seller in Q2 2022 was Bank of America, an estimated $12.5M sold.

Based on aggregated 13F filings for Q2 2022.

Invesco S&P 500 Equal Weight Financials ETF RSPF Market cap $307M