We are live on ! Find out more
RSPF icon

Invesco S&P 500 Equal Weight Financials ETF

109 hedge funds and large institutions have $217M invested in Invesco S&P 500 Equal Weight Financials ETF in 2022 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 25 increasing their positions, 41 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more funds holding in top 10

Funds holding in top 10: 13 (+2)

92% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 12

22% more capital invested

Capital invested by funds: $177M → $217M (+$39.7M)

10% more funds holding

Funds holding: 99109 (+10)

4.29% more ownership

Funds ownership: 48.07%52.36% (+4.3%)

39% less repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 41

Holders
109
Holders Change
+10
Holders Change %
+10.1%
% of All Funds
1.75%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.05%
New
23
Increased
25
Reduced
41
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KPWS
51
Kestra Private Wealth Services
Texas
$545K +$216K +3,853 +66%
FANJ
52
Financial Architects (New Jersey)
New Jersey
$539K +$337 +6 +0.1%
CHA
53
Carmichael Hill & Associates
Maryland
$506K -$26.9K -479 -5%
SWM
54
SeaCrest Wealth Management
New York
$506K +$112 +2 +0%
Creative Planning
55
Creative Planning
Kansas
$470K -$28K -499 -6%
Jane Street
56
Jane Street
New York
$357K -$1.07M -19,096 -75%
MML Investors Services
57
MML Investors Services
Massachusetts
$337K -$158K -2,822 -32%
IAS
58
IMA Advisory Services
Colorado
$317K -$47.2K -841 -13%
RIA
59
Regal Investment Advisors
Michigan
$283K
SPIA
60
Steward Partners Investment Advisory
New York
$282K +$112 +2 +0%
MWPCG
61
Measured Wealth Private Client Group
New Hampshire
$274K -$1.38M -24,538 -83%
Northwestern Mutual Wealth Management
62
Northwestern Mutual Wealth Management
Wisconsin
$265K -$152K -2,708 -37%
EFS
63
Essex Financial Services
Connecticut
$261K +$954 +17 +0.4%
MP
64
McDonald Partners
Ohio
$226K +$224K +4,000 New
BAM
65
Belpointe Asset Management
Nevada
$223K +$222K +3,956 New
GVAG
66
Great Valley Advisor Group
Delaware
$222K +$222K +3,952 New
GAM
67
Garrison Asset Management
Arkansas
$214K -$56K -999 -21%
SIA
68
SkyView Investment Advisors
New Jersey
$209K +$207K +3,698 New
FCAG
69
First Capital Advisors Group
New Jersey
$209K -$6.56K -117 -3%
BRWA
70
B. Riley Wealth Advisors
Florida
$207K +$206K +3,666 New
LNC
71
Lincoln National Corp
Pennsylvania
$204K +$203K +3,623 New
WAP
72
Wealthcare Advisory Partners
Pennsylvania
$204K +$203K +3,618 New
JIR
73
James Investment Research
Ohio
$204K
MCC
74
Money Concepts Capital
Florida
$172K +$172K +3,058 New
ACA
75
Atlas Capital Advisors
Wyoming
$151K

RSPF Hedge Fund Activity: Q4 2022 in Review

109 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Equal Weight Financials ETF (RSPF) for Q4 2022, worth a combined $217M — up 22% from $177M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new RSPF positions and 12 closed out — a net gain of 11 holders — while 25 added to existing stakes and 41 trimmed.

The largest buyer was Bank of America, adding an estimated $9.44M. The largest seller was LPL Financial, cutting an estimated $3.58M.

  • 109 institutional investors held Invesco S&P 500 Equal Weight Financials ETF (RSPF) as of Q4 2022, up from 99 in Q3 2022.
  • Funds reported $217M of Invesco S&P 500 Equal Weight Financials ETF stock for Q4 2022, up 22% quarter-over-quarter.
  • 23 funds opened new Invesco S&P 500 Equal Weight Financials ETF positions in Q4 2022 and 12 closed out, a net change of +11 holders.
  • The largest Invesco S&P 500 Equal Weight Financials ETF buyer in Q4 2022 was Bank of America, an estimated $9.44M added.
  • The largest Invesco S&P 500 Equal Weight Financials ETF seller in Q4 2022 was LPL Financial, an estimated $3.58M sold.

Based on aggregated 13F filings for Q4 2022.