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Invesco S&P 500 Equal Weight Financials ETF

76 hedge funds and large institutions have $69.2M invested in Invesco S&P 500 Equal Weight Financials ETF in 2020 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 16 increasing their positions, 32 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

2.65% more ownership

Funds ownership: 41.05%43.7% (+2.6%)

13% less funds holding

Funds holding: 8776 (-11)

39% less capital invested

Capital invested by funds: $114M → $69.2M (-$44.3M)

40% less first-time investments, than exits

New positions opened: 12 | Existing positions closed: 20

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

50% less repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 32

Holders
76
Holders Change
-11
Holders Change %
-12.64%
% of All Funds
1.67%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
12
Increased
16
Reduced
32
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SFSG
76
Sound Financial Strategies Group
Mississippi
-$2.02M -43,061 Closed
PMG
77
ProVise Management Group
Florida
-$1.87M -39,970 Closed
FPGK
78
Financial Partners Group (Kansas)
Kansas
-$639K -13,806 Closed
RWM
79
RBA Wealth Management
California
-$611K -13,062 Closed
FHC
80
First Heartland Consultants
Missouri
-$608K -12,973 Closed
FCA
81
FLC Capital Advisors
California
-$380K -8,110 Closed
AFG
82
Arkansas Financial Group
Arkansas
-$243K -5,196 Closed
GAM
83
Garrison Asset Management
Arkansas
-$242K -5,169 Closed
MML Investors Services
84
MML Investors Services
Massachusetts
-$241K -5,133 Closed
Janney Montgomery Scott
85
Janney Montgomery Scott
Pennsylvania
-$238K -5,070 Closed
RIA
86
Regal Investment Advisors
Michigan
-$221K -4,725 Closed
BCI
87
Brinker Capital Investments
Pennsylvania
-$179K -3,817 Closed
SPIA
88
Steward Partners Investment Advisory
New York
-$48.3K -1,147 -99%
IFWM
89
Institute for Wealth Management
Colorado
-$45K -966 Closed
MWP
90
MYCIO Wealth Partners
Pennsylvania
-$39K -838 Closed
Northwestern Mutual Wealth Management
91
Northwestern Mutual Wealth Management
Wisconsin
-$25K -532 Closed
EFSCE
92
Enterprise Financial Services Corp (EFSC)
Missouri
-$7K -140 Closed
BFEC
93
Benjamin F. Edwards & Company
Missouri
-$6K -125 Closed
FWM
94
FSA Wealth Management
Massachusetts
-$5K -100 Closed
AA
95
Advisory Alpha
Michigan
-$1.98K -42 Closed
AWM
96
Atticus Wealth Management
Florida
-$1K -27 Closed

RSPF Hedge Fund Activity: Q1 2020 in Review

76 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Equal Weight Financials ETF (RSPF) for Q1 2020, worth a combined $69.2M — down 39% from $114M a quarter earlier.

Sellers outnumbered buyers: 20 funds closed out of RSPF and 12 opened new positions — a net loss of 8 holders — while 32 trimmed existing stakes and 16 added.

The largest buyer was Susquehanna International Group, opening a new position worth an estimated $2.63M. The largest seller was Harvest Group Wealth Management, cutting an estimated $5.68M.

  • 76 institutional investors held Invesco S&P 500 Equal Weight Financials ETF (RSPF) as of Q1 2020, down from 87 in Q4 2019.
  • Funds reported $69.2M of Invesco S&P 500 Equal Weight Financials ETF stock for Q1 2020, down 39% quarter-over-quarter.
  • 12 funds opened new Invesco S&P 500 Equal Weight Financials ETF positions in Q1 2020 and 20 closed out, a net change of -8 holders.
  • The largest Invesco S&P 500 Equal Weight Financials ETF buyer in Q1 2020 was Susquehanna International Group, an estimated $2.63M added.
  • The largest Invesco S&P 500 Equal Weight Financials ETF seller in Q1 2020 was Harvest Group Wealth Management, an estimated $5.68M sold.

Based on aggregated 13F filings for Q1 2020.