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Invesco S&P 500 Equal Weight Financials ETF
RSPF

94 hedge funds and large institutions have $131M invested in Invesco S&P 500 Equal Weight Financials ETF in 2024 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 27 increasing their positions, 39 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

1% more capital invested

Capital invested by funds: $131M → $131M (+$709K)

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

2.52% less ownership

Funds ownership: 48.89% → 46.37% (-2.5%)

4% less funds holding

Funds holding: 98 → 94 (-4)

31% less repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 39

38% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 8

Holders
94
Holders Change
-4
Holders Change %
-4.08%
% of All Funds
1.35%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
5
Increased
27
Reduced
39
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$738K
2
NA
NewEdge Advisors
Louisiana
+$345K
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$252K
4
Citadel Advisors
Citadel Advisors
Florida
+$233K
5
JGCM
Joseph Group Capital Management
Ohio
+$228K

Top Sellers

1
KAS
Kestra Advisory Services
Texas
-$3.95M
2
NWM
Napa Wealth Management
California
-$2.85M
3
OMC
Old Mission Capital
Illinois
-$1.79M
4
LPL Financial
LPL Financial
California
-$1.55M
5
WI
Wintrust Investments
Illinois
-$1.12M
Name Holding Trade Value Shares
Change 		Change in
Stake
Cambridge Investment Research Advisors
51
Cambridge Investment Research Advisors
Iowa
$469K -$8.75K -133 -2%
MOS
52
MGO One Seven
Ohio
$428K -$6.58K -100 -2%
SCM
53
Sebold Capital Management
Illinois
$421K +$263 +4 +0.1%
Envestnet Asset Management
54
Envestnet Asset Management
Illinois
$379K -$34K -517 -9%
PI
55
PFG Investments
New York
$351K – – –
RIA
56
Regal Investment Advisors
Michigan
$347K – – –
MML Investors Services
57
MML Investors Services
Massachusetts
$345K -$14.9K -226 -4%
National Bank of Canada
58
National Bank of Canada
Quebec, Canada
$328K +$1.18K +18 +0.4%
OCPWS
59
One Charles Private Wealth Services
Massachusetts
$300K – – –
AWS
60
Atria Wealth Solutions
New York
$286K -$259K -3,931 -49%
IAS
61
IMA Advisory Services
Colorado
$275K – – –
WAP
62
Wealthcare Advisory Partners
Pennsylvania
$272K +$66 +1 +0%
MP
63
McDonald Partners
Ohio
$260K -$14.8K -225 -6%
RC
64
Rovin Capital
Arizona
$257K -$4.08K -62 -2%
SA
65
Sanctuary Advisors
Indiana
$254K +$217K +3,306 New
Ameriprise
66
Ameriprise
Minnesota
$248K -$12.9K -196 -5%
Citadel Advisors
67
Citadel Advisors
Florida
$244K +$233K +3,540 New
IWC
68
Integrated Wealth Concepts
Massachusetts
$218K +$208K +3,166 New
PS
69
Principal Securities
Iowa
$166K -$2.7K -41 -2%
William Blair & Company
70
William Blair & Company
Illinois
$162K -$26.3K -400 -15%
HWA
71
HHM Wealth Advisors
Tennessee
$148K – – –
Jones Financial Companies
72
Jones Financial Companies
Missouri
$147K +$91.7K +1,394 +190%
WI
73
Wintrust Investments
Illinois
$127K -$1.12M -16,996 -90%
Fidelity Investments
74
Fidelity Investments
Massachusetts
$98.8K -$10.3K -157 -10%
ACA
75
Aptus Capital Advisors
Alabama
$82.8K – – –
1 2
3
4 5

RSPF Hedge Fund Activity: Q3 2024 in Review

94 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Equal Weight Financials ETF (RSPF) for Q3 2024, worth a combined $131M — up 0.54% from $131M a quarter earlier.

Sellers outnumbered buyers: 8 funds closed out of RSPF and 5 opened new positions — a net loss of 3 holders — while 39 trimmed existing stakes and 27 added.

The largest buyer was Royal Bank of Canada, adding an estimated $738K. The largest seller was Kestra Advisory Services, cutting an estimated $3.95M.

  • 94 institutional investors held Invesco S&P 500 Equal Weight Financials ETF (RSPF) as of Q3 2024, down from 98 in Q2 2024.
  • Funds reported $131M of Invesco S&P 500 Equal Weight Financials ETF stock for Q3 2024, up 0.54% quarter-over-quarter.
  • 5 funds opened new Invesco S&P 500 Equal Weight Financials ETF positions in Q3 2024 and 8 closed out, a net change of -3 holders.
  • The largest Invesco S&P 500 Equal Weight Financials ETF buyer in Q3 2024 was Royal Bank of Canada, an estimated $738K added.
  • The largest Invesco S&P 500 Equal Weight Financials ETF seller in Q3 2024 was Kestra Advisory Services, an estimated $3.95M sold.

Based on aggregated 13F filings for Q3 2024.