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Invesco S&P 500 Equal Weight Financials ETF
RSPF

104 hedge funds and large institutions have $149M invested in Invesco S&P 500 Equal Weight Financials ETF in 2025 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 27 increasing their positions, 39 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

117% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 6

4% more funds holding

Funds holding: 100 → 104 (+4)

2% more capital invested

Capital invested by funds: $146M → $149M (+$2.33M)

0.98% more ownership

Funds ownership: 47.24% → 48.23% (+0.98%)

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

31% less repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 39

Holders
104
Holders Change
+4
Holders Change %
+4%
% of All Funds
1.39%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
13
Increased
27
Reduced
39
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$6.45M
2
FFA
Farther Finance Advisors
California
+$3.8M
3
SI
Shaker Investments
Ohio
+$1.9M
4
LOIP
Live Oak Investment Partners
Texas
+$1.5M
5
IWM
IHT Wealth Management
Illinois
+$1.32M

Top Sellers

1
Osaic Holdings
Osaic Holdings
Arizona
-$4.3M
2
BAAM
Baker Avenue Asset Management
California
-$2.95M
3
LPL Financial
LPL Financial
California
-$2.77M
4
PCH
PGIM Custom Harvest
New Jersey
-$996K
5
Citadel Advisors
Citadel Advisors
Florida
-$320K
Name Holding Trade Value Shares
Change 		Change in
Stake
FIM
51
Freedom Investment Management
Connecticut
$563K -$62.8K -853 -10%
EAM
52
Empirical Asset Management
Massachusetts
$559K – – –
SOS
53
Silver Oak Securities
Tennessee
$527K +$542K +7,365 New
SWM
54
SeaCrest Wealth Management
New York
$517K -$17.7K -240 -3%
PTC
55
Private Trust Company
Ohio
$497K – – –
Cambridge Investment Research Advisors
56
Cambridge Investment Research Advisors
Iowa
$495K +$957 +13 +0.2%
Corient Private Wealth
57
Corient Private Wealth
Florida
$487K – – –
BFG
58
Berger Financial Group
Minnesota
$485K -$30.8K -418 -6%
SCM
59
Sebold Capital Management
Illinois
$426K +$295 +4 +0.1%
CA
60
Clearstead Advisors
Ohio
$402K -$217K -2,951 -35%
MOS
61
MGO One Seven
Ohio
$397K -$30.4K -413 -7%
Envestnet Asset Management
62
Envestnet Asset Management
Illinois
$396K -$1.47K -20 -0.4%
RIA
63
Regal Investment Advisors
Michigan
$364K – – –
MML Investors Services
64
MML Investors Services
Massachusetts
$355K -$8.62K -117 -2%
WAP
65
Wealthcare Advisory Partners
Pennsylvania
$354K +$9.57K +130 +3%
OCPWS
66
One Charles Private Wealth Services
Massachusetts
$315K – – –
PI
67
PFG Investments
New York
$300K -$70.1K -952 -19%
IAS
68
IMA Advisory Services
Colorado
$289K – – –
Envestnet Portfolio Solutions
69
Envestnet Portfolio Solutions
Illinois
$266K -$105K -1,424 -28%
Ameriprise
70
Ameriprise
Minnesota
$261K +$13.8K +187 +5%
MP
71
McDonald Partners
Ohio
$259K -$14.7K -200 -5%
IWC
72
Integrated Wealth Concepts
Massachusetts
$232K +$1.1K +15 +0.5%
Susquehanna International Group
73
Susquehanna International Group
Pennsylvania
$232K -$957 -13 -0.4%
William Blair & Company
74
William Blair & Company
Illinois
$170K – – –
PS
75
Principal Securities
Iowa
$169K – – –
1 2
3
4 5

RSPF Hedge Fund Activity: Q1 2025 in Review

104 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Equal Weight Financials ETF (RSPF) for Q1 2025, worth a combined $149M — up 1.6% from $146M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new RSPF positions and 6 closed out — a net gain of 7 holders — while 27 added to existing stakes and 39 trimmed.

The largest buyer was Wealth Enhancement Advisory Services, adding an estimated $6.45M. The largest seller was Osaic Holdings, cutting an estimated $4.3M.

  • 104 institutional investors held Invesco S&P 500 Equal Weight Financials ETF (RSPF) as of Q1 2025, up from 100 in Q4 2024.
  • Funds reported $149M of Invesco S&P 500 Equal Weight Financials ETF stock for Q1 2025, up 1.6% quarter-over-quarter.
  • 13 funds opened new Invesco S&P 500 Equal Weight Financials ETF positions in Q1 2025 and 6 closed out, a net change of +7 holders.
  • The largest Invesco S&P 500 Equal Weight Financials ETF buyer in Q1 2025 was Wealth Enhancement Advisory Services, an estimated $6.45M added.
  • The largest Invesco S&P 500 Equal Weight Financials ETF seller in Q1 2025 was Osaic Holdings, an estimated $4.3M sold.

Based on aggregated 13F filings for Q1 2025.