Invesco S&P 500 Equal Weight Financials ETF
RSPF
78 hedge funds and large institutions have $171M invested in Invesco S&P 500 Equal Weight Financials ETF in 2021 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 26 increasing their positions, 21 reducing their positions, and 9 closing their positions.
150% more capital invested
Capital invested by funds: $68.4M → $171M (+$103M)
144% more first-time investments, than exits
New positions opened: 22 | Existing positions closed: 9
50% more funds holding in top 10
Funds holding in top 10: 2 → 3 (+1)
24% more repeat investments, than reductions
Existing positions increased: 26 | Existing positions reduced: 21
18% more funds holding
Funds holding: 66 → 78 (+12)
13.67% more ownership
Funds ownership: 39.56% → 53.24% (+14%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GI
Gradient Investments
Arden Hills,
Minnesota
|
+$53.1M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$6.64M |
| 3 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$6.58M |
| 4 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$3.05M |
| 5 |
Goldman Sachs
New York
|
+$2.67M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FFN
Focus Financial Network
Minneapolis,
Minnesota
|
-$2.36M |
| 2 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
-$1.18M |
| 3 |
FFWA
FRG Family Wealth Advisors
Bellevue,
Washington
|
-$492K |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
-$472K |
| 5 |
SAM
SignalPoint Asset Management
Springfield,
Missouri
|
-$459K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
GRP
76
Global Retirement Partners
San Rafael,
California
| $1K | -$3.16K | -60 | -75% |
|
|
MA
77
Montag & Associates
Atlanta,
Georgia
| $1K | +$1.32K | +25 | New |
|
|
GEA
78
Glen Eagle Advisors
Kingston,
New Jersey
| $558 | – | – | – |
|
|
FFN
79
Focus Financial Network
Minneapolis,
Minnesota
| – | -$2.36M | -49,247 | Closed |
|
|
80
Janney Montgomery Scott
Philadelphia,
Pennsylvania
| – | -$1.18M | -24,658 | Closed |
|
|
RIA
81
Regal Investment Advisors
Kentwood,
Michigan
| – | -$227K | -4,725 | Closed |
|
|
KAS
82
Kestra Advisory Services
Austin,
Texas
| – | -$221K | -4,663 | Closed |
|
|
ASN
83
Advisory Services Network
Atlanta,
Georgia
| – | -$21K | -433 | Closed |
|
|
HGWM
84
Harvest Group Wealth Management
Waltham,
Massachusetts
| – | -$9K | -196 | Closed |
|
|
AWG
85
Altus Wealth Group
Colorado Springs,
Colorado
| – | -$8K | -176 | Closed |
|
|
VNA
86
Valley National Advisers
Bethlehem,
Pennsylvania
| – | -$1K | -21 | Closed |
|
RSPF Hedge Fund Activity: Q1 2021 in Review
78 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Equal Weight Financials ETF (RSPF) for Q1 2021, worth a combined $171M — up 150% from $68.4M a quarter earlier.
Buyers outnumbered sellers: 22 funds opened new RSPF positions and 9 closed out — a net gain of 13 holders — while 26 added to existing stakes and 21 trimmed.
The largest buyer was Gradient Investments, opening a new position worth an estimated $53.1M. The largest seller was Focus Financial Network, exiting entirely with an estimated $2.36M sold.
- 78 institutional investors held Invesco S&P 500 Equal Weight Financials ETF (RSPF) as of Q1 2021, up from 66 in Q4 2020.
- Funds reported $171M of Invesco S&P 500 Equal Weight Financials ETF stock for Q1 2021, up 150% quarter-over-quarter.
- 22 funds opened new Invesco S&P 500 Equal Weight Financials ETF positions in Q1 2021 and 9 closed out, a net change of +13 holders.
- The largest Invesco S&P 500 Equal Weight Financials ETF buyer in Q1 2021 was Gradient Investments, an estimated $53.1M added.
- The largest Invesco S&P 500 Equal Weight Financials ETF seller in Q1 2021 was Focus Financial Network, an estimated $2.36M sold.
Based on aggregated 13F filings for Q1 2021.