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Invesco S&P 500 Equal Weight Financials ETF

87 hedge funds and large institutions have $114M invested in Invesco S&P 500 Equal Weight Financials ETF in 2019 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 22 increasing their positions, 31 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

6% more capital invested

Capital invested by funds: $107M → $114M (+$6.91M)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0.06% less ownership

Funds ownership: 41.11%41.05% (-0.06%)

8% less first-time investments, than exits

New positions opened: 11 | Existing positions closed: 12

1% less funds holding

Funds holding: 8887 (-1)

29% less repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 31

Holders
87
Holders Change
-1
Holders Change %
-1.14%
% of All Funds
1.71%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
11
Increased
22
Reduced
31
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FRA
76
Front Row Advisors
California
$11K
FDCDDQ
77
Federation des caisses Desjardins du Quebec
Quebec, Canada
$9.19K
EFSCE
78
Enterprise Financial Services Corp (EFSC)
Missouri
$7K +$6.31K +140 New
BFEC
79
Benjamin F. Edwards & Company
Missouri
$6K
FWM
80
FSA Wealth Management
Massachusetts
$5K +$4.51K +100 New
PCG
81
Private Capital Group
Connecticut
$2K -$2.61K -58 -56%
AA
82
Advisory Alpha
Michigan
$1.98K +$586 +13 +45%
GEA
83
Glen Eagle Advisors
New Jersey
$1.17K
FGAM
84
Financial Gravity Asset Management
Texas
$1K -$1.21M -26,769 -100%
S
85
SignatureFD
Georgia
$1K
VNA
86
Valley National Advisers
Pennsylvania
$1K
AWM
87
Atticus Wealth Management
Florida
$1K +$1.22K +27 New
Susquehanna International Group
88
Susquehanna International Group
Pennsylvania
-$3.68M -84,340 Closed
Lido Advisors
89
Lido Advisors
California
-$1.27M -29,149 Closed
FWM
90
Focused Wealth Management
New York
-$957K -21,924 Closed
BFG
91
Bouchey Financial Group
New York
-$842K -19,292 Closed
HIM
92
Harbour Investment Management
Washington
-$306K -7,000 Closed
SWP
93
Stratos Wealth Partners
Ohio
-$297K -6,811 Closed
DP
94
Denver PWM
Colorado
-$136K -3,146 Closed
FAAS
95
First Allied Advisory Services
California
-$51K -1,149 Closed
QCIG
96
Quad-Cities Investment Group
Iowa
-$41K -928 Closed
PW
97
Price Wealth
Texas
-$39K -887 Closed
IWA
98
Intercontinental Wealth Advisors
Texas
-$33K -745 Closed
MAM
99
Meeder Asset Management
Ohio
-$7K -150 Closed

RSPF Hedge Fund Activity: Q4 2019 in Review

87 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Equal Weight Financials ETF (RSPF) for Q4 2019, worth a combined $114M — up 6.5% from $107M a quarter earlier.

Sellers outnumbered buyers: 12 funds closed out of RSPF and 11 opened new positions — a net loss of 1 holder — while 31 trimmed existing stakes and 22 added.

The largest buyer was Harvest Group Wealth Management, opening a new position worth an estimated $6.22M. The largest seller was Susquehanna International Group, exiting entirely with an estimated $3.68M sold.

  • 87 institutional investors held Invesco S&P 500 Equal Weight Financials ETF (RSPF) as of Q4 2019, down from 88 in Q3 2019.
  • Funds reported $114M of Invesco S&P 500 Equal Weight Financials ETF stock for Q4 2019, up 6.5% quarter-over-quarter.
  • 11 funds opened new Invesco S&P 500 Equal Weight Financials ETF positions in Q4 2019 and 12 closed out, a net change of -1 holder.
  • The largest Invesco S&P 500 Equal Weight Financials ETF buyer in Q4 2019 was Harvest Group Wealth Management, an estimated $6.22M added.
  • The largest Invesco S&P 500 Equal Weight Financials ETF seller in Q4 2019 was Susquehanna International Group, an estimated $3.68M sold.

Based on aggregated 13F filings for Q4 2019.