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Invesco S&P 500 Equal Weight Financials ETF
RSPF

100 hedge funds and large institutions have $146M invested in Invesco S&P 500 Equal Weight Financials ETF in 2024 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 30 increasing their positions, 36 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

250% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 4

11% more capital invested

Capital invested by funds: $131M → $146M (+$15M)

6% more funds holding

Funds holding: 94 → 100 (+6)

0.87% more ownership

Funds ownership: 46.37% → 47.24% (+0.87%)

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

17% less repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 36

Holders
100
Holders Change
+6
Holders Change %
+6.38%
% of All Funds
1.32%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
14
Increased
30
Reduced
36
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Osaic Holdings
Osaic Holdings
Arizona
+$3.38M
2
BAAM
Baker Avenue Asset Management
California
+$2.99M
3
AFP
Ausdal Financial Partners
Iowa
+$1.16M
4
Bank of America
Bank of America
North Carolina
+$1.15M
5
LPL Financial
LPL Financial
California
+$1.07M

Top Sellers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$972K
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$659K
3
SAM
SignalPoint Asset Management
Missouri
-$319K
4
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
-$318K
5
FFN
Focus Financial Network
Minnesota
-$300K
Name Holding Trade Value Shares
Change 		Change in
Stake
GWM
51
Geneos Wealth Management
Colorado
$512K +$586 +8 +0.1%
Jones Financial Companies
52
Jones Financial Companies
Missouri
$496K +$346K +4,721 +222%
PTC
53
Private Trust Company
Ohio
$496K – – –
Cambridge Investment Research Advisors
54
Cambridge Investment Research Advisors
Iowa
$493K +$1.47K +20 +0.3%
Corient Private Wealth
55
Corient Private Wealth
Florida
$486K -$103K -1,412 -17%
MOS
56
MGO One Seven
Ohio
$426K -$23.4K -319 -5%
SCM
57
Sebold Capital Management
Illinois
$424K -$17.1K -233 -4%
Envestnet Asset Management
58
Envestnet Asset Management
Illinois
$396K -$1.54K -21 -0.4%
PI
59
PFG Investments
New York
$369K – – –
Envestnet Portfolio Solutions
60
Envestnet Portfolio Solutions
Illinois
$368K +$373K +5,090 New
RIA
61
Regal Investment Advisors
Michigan
$364K – – –
MML Investors Services
62
MML Investors Services
Massachusetts
$362K +$513 +7 +0.1%
WAP
63
Wealthcare Advisory Partners
Pennsylvania
$344K +$58.8K +802 +20%
Citadel Advisors
64
Citadel Advisors
Florida
$320K +$65K +887 +25%
OCPWS
65
One Charles Private Wealth Services
Massachusetts
$315K – – –
IAS
66
IMA Advisory Services
Colorado
$288K – – –
MP
67
McDonald Partners
Ohio
$273K – – –
SA
68
Sanctuary Advisors
Indiana
$249K -$7.55K -103 -3%
Ameriprise
69
Ameriprise
Minnesota
$247K -$13.8K -188 -5%
Susquehanna International Group
70
Susquehanna International Group
Pennsylvania
$232K -$659K -8,993 -74%
IWC
71
Integrated Wealth Concepts
Massachusetts
$230K +$1.03K +14 +0.4%
Wealth Enhancement Advisory Services
72
Wealth Enhancement Advisory Services
Minnesota
$202K +$204K +2,789 New
William Blair & Company
73
William Blair & Company
Illinois
$170K – – –
PS
74
Principal Securities
Iowa
$169K -$4.98K -68 -3%
HWA
75
HHM Wealth Advisors
Tennessee
$155K – – –
1 2
3
4 5

RSPF Hedge Fund Activity: Q4 2024 in Review

100 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Equal Weight Financials ETF (RSPF) for Q4 2024, worth a combined $146M — up 11% from $131M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new RSPF positions and 4 closed out — a net gain of 10 holders — while 30 added to existing stakes and 36 trimmed.

The largest buyer was Osaic Holdings, adding an estimated $3.38M. The largest seller was Royal Bank of Canada, cutting an estimated $972K.

  • 100 institutional investors held Invesco S&P 500 Equal Weight Financials ETF (RSPF) as of Q4 2024, up from 94 in Q3 2024.
  • Funds reported $146M of Invesco S&P 500 Equal Weight Financials ETF stock for Q4 2024, up 11% quarter-over-quarter.
  • 14 funds opened new Invesco S&P 500 Equal Weight Financials ETF positions in Q4 2024 and 4 closed out, a net change of +10 holders.
  • The largest Invesco S&P 500 Equal Weight Financials ETF buyer in Q4 2024 was Osaic Holdings, an estimated $3.38M added.
  • The largest Invesco S&P 500 Equal Weight Financials ETF seller in Q4 2024 was Royal Bank of Canada, an estimated $972K sold.

Based on aggregated 13F filings for Q4 2024.