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Invesco S&P 500 Equal Weight Financials ETF
RSPF

98 hedge funds and large institutions have $131M invested in Invesco S&P 500 Equal Weight Financials ETF in 2024 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 19 increasing their positions, 49 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.78% more ownership

Funds ownership: 47.11% → 48.89% (+1.8%)

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

1% less capital invested

Capital invested by funds: $132M → $131M (-$1.42M)

3% less funds holding

Funds holding: 101 → 98 (-3)

22% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 9

61% less repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 49

Holders
98
Holders Change
-3
Holders Change %
-2.97%
% of All Funds
1.42%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
7
Increased
19
Reduced
49
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
NA
NewEdge Advisors
Louisiana
+$6.83M
2
JP Morgan Chase
JP Morgan Chase
New York
+$3.98M
3
NWM
Napa Wealth Management
California
+$2.87M
4
OMC
Old Mission Capital
Illinois
+$1.8M
5
DBIA
Dumont & Blake Investment Advisors
New Jersey
+$796K

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$3.94M
2
LI
LVZ Inc
Michigan
-$855K
3
Citadel Advisors
Citadel Advisors
Florida
-$564K
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$554K
5
FFWA
FRG Family Wealth Advisors
Washington
-$393K
Name Holding Trade Value Shares
Change 		Change in
Stake
GWM
51
Geneos Wealth Management
Colorado
$442K -$35.2K -571 -7%
Cambridge Investment Research Advisors
52
Cambridge Investment Research Advisors
Iowa
$425K -$20.8K -337 -5%
PTC
53
Private Trust Company
Ohio
$420K -$22.7K -368 -5%
RJA
54
Raymond James & Associates
Florida
$408K -$81.7K -1,326 -17%
Corient Private Wealth
55
Corient Private Wealth
Florida
$397K +$6.16K +100 +2%
MOS
56
MGO One Seven
Ohio
$387K -$145K -2,354 -27%
SCM
57
Sebold Capital Management
Illinois
$374K -$9.61K -156 -2%
Envestnet Asset Management
58
Envestnet Asset Management
Illinois
$368K -$166K -2,696 -31%
MML Investors Services
59
MML Investors Services
Massachusetts
$320K -$41.3K -670 -11%
PI
60
PFG Investments
New York
$312K – – –
RIA
61
Regal Investment Advisors
Michigan
$308K – – –
National Bank of Canada
62
National Bank of Canada
Quebec, Canada
$290K +$7.39K +120 +3%
OCPWS
63
One Charles Private Wealth Services
Massachusetts
$266K – – –
MP
64
McDonald Partners
Ohio
$245K – – –
IAS
65
IMA Advisory Services
Colorado
$244K – – –
WAP
66
Wealthcare Advisory Partners
Pennsylvania
$242K -$7.58K -123 -3%
RC
67
Rovin Capital
Arizona
$234K -$32.1K -521 -12%
Ameriprise
68
Ameriprise
Minnesota
$233K -$1.42K -23 -0.6%
William Blair & Company
69
William Blair & Company
Illinois
$169K – – –
PS
70
Principal Securities
Iowa
$150K +$493 +8 +0.3%
HWA
71
HHM Wealth Advisors
Tennessee
$131K – – –
CAL
72
Capital Analysts LLC
Pennsylvania
$118K -$63.4K -1,029 -35%
Fidelity Investments
73
Fidelity Investments
Massachusetts
$97.4K +$11.5K +187 +13%
WIA
74
Wetzel Investment Advisors
Indiana
$89.9K – – –
AF
75
Allworth Financial
California
$75.9K +$739 +12 +1%
1 2
3
4 5

RSPF Hedge Fund Activity: Q2 2024 in Review

98 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Equal Weight Financials ETF (RSPF) for Q2 2024, worth a combined $131M — down 1.1% from $132M a quarter earlier.

Sellers outnumbered buyers: 9 funds closed out of RSPF and 7 opened new positions — a net loss of 2 holders — while 49 trimmed existing stakes and 19 added.

The largest buyer was NewEdge Advisors, adding an estimated $6.83M. The largest seller was Morgan Stanley, cutting an estimated $3.94M.

  • 98 institutional investors held Invesco S&P 500 Equal Weight Financials ETF (RSPF) as of Q2 2024, down from 101 in Q1 2024.
  • Funds reported $131M of Invesco S&P 500 Equal Weight Financials ETF stock for Q2 2024, down 1.1% quarter-over-quarter.
  • 7 funds opened new Invesco S&P 500 Equal Weight Financials ETF positions in Q2 2024 and 9 closed out, a net change of -2 holders.
  • The largest Invesco S&P 500 Equal Weight Financials ETF buyer in Q2 2024 was NewEdge Advisors, an estimated $6.83M added.
  • The largest Invesco S&P 500 Equal Weight Financials ETF seller in Q2 2024 was Morgan Stanley, an estimated $3.94M sold.

Based on aggregated 13F filings for Q2 2024.