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Invesco S&P 500 Equal Weight Financials ETF
RSPF

113 hedge funds and large institutions have $266M invested in Invesco S&P 500 Equal Weight Financials ETF in 2021 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 42 increasing their positions, 25 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

317% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 6

68% more repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 25

50% more funds holding in top 10

Funds holding in top 10: 2 → 3 (+1)

30% more capital invested

Capital invested by funds: $205M → $266M (+$61.6M)

18% more funds holding

Funds holding: 96 → 113 (+17)

3.28% more ownership

Funds ownership: 50.33% → 53.61% (+3.3%)

Holders
113
Holders Change
+17
Holders Change %
+17.71%
% of All Funds
1.74%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
25
Increased
42
Reduced
25
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PF
Phoenix Financial
Israel
+$20.2M
2
LPL Financial
LPL Financial
California
+$8.9M
3
Bank of America
Bank of America
North Carolina
+$6.42M
4
FMC
Financial Management Concepts
Florida
+$6.19M
5
CAN
Cetera Advisor Networks
California
+$4.6M

Top Sellers

1
FC
Financial Consulate
Maryland
-$13.3M
2
FHC
First Heartland Consultants
Missouri
-$3.58M
3
FTUS
Flow Traders U.S.
New York
-$2.33M
4
Ameriprise
Ameriprise
Minnesota
-$1.89M
5
SAM
SignalPoint Asset Management
Missouri
-$1.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
BRWA
76
B. Riley Wealth Advisors
Florida
$236K +$236K +3,666 New
ACM
77
AlphaStar Capital Management
North Carolina
$232K -$5.54K -86 -2%
AP
78
Advisors Preferred
Maryland
$223K +$222K +3,449 New
RJT
79
Raymond James Trust
Florida
$222K – – –
ACA
80
Atlas Capital Advisors
Wyoming
$172K -$26K -404 -13%
PNC Financial Services Group
81
PNC Financial Services Group
Pennsylvania
$168K – – –
HWA
82
HHM Wealth Advisors
Tennessee
$116K – – –
BAM
83
Belpointe Asset Management
Nevada
$116K +$838 +13 +0.7%
MCC
84
Money Concepts Capital
Florida
$97K +$97.6K +1,513 New
GI
85
Gradient Investments
Minnesota
$75K -$79.2K -1,228 -51%
SBL
86
Sargent Bickham Lagudis
Colorado
$75K – – –
Koshinski Asset Management
87
Koshinski Asset Management
Illinois
$72.5K +$24.6K +382 +51%
FDCDDQ
88
Federation des caisses Desjardins du Quebec
Quebec, Canada
$71.3K – – –
EVM
89
Eaton Vance Management
Massachusetts
$69K +$3.35K +52 +5%
RG
90
Retirement Group
California
$64K +$64.5K +1,000 New
SWM
91
Spire Wealth Management
Virginia
$58K – – –
Fidelity Investments
92
Fidelity Investments
Massachusetts
$41K +$6.71K +104 +20%
Bank of Montreal
93
Bank of Montreal
Ontario, Canada
$40K +$39.7K +615 New
IA
94
IFP Advisors
Florida
$39K +$64 +1 +0.2%
NFSG
95
Newbridge Financial Services Group
Florida
$38K +$12K +186 +46%
EIP
96
Ellis Investment Partners
Pennsylvania
$32K +$32.4K +502 New
1IA
97
1834 Investment Advisors
Wisconsin
$31K – – –
WT
98
Whittier Trust
California
$29K – – –
CA
99
Clearstead Advisors
Ohio
$24K +$24.1K +373 New
GWMI
100
Guardian Wealth Management (Illinois)
Illinois
$20K +$19.6K +304 New
1 2 3
4
5

RSPF Hedge Fund Activity: Q4 2021 in Review

113 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Equal Weight Financials ETF (RSPF) for Q4 2021, worth a combined $266M — up 30% from $205M a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new RSPF positions and 6 closed out — a net gain of 19 holders — while 42 added to existing stakes and 25 trimmed.

The largest buyer was Phoenix Financial, opening a new position worth an estimated $20.2M. The largest seller was Financial Consulate, cutting an estimated $13.3M.

  • 113 institutional investors held Invesco S&P 500 Equal Weight Financials ETF (RSPF) as of Q4 2021, up from 96 in Q3 2021.
  • Funds reported $266M of Invesco S&P 500 Equal Weight Financials ETF stock for Q4 2021, up 30% quarter-over-quarter.
  • 25 funds opened new Invesco S&P 500 Equal Weight Financials ETF positions in Q4 2021 and 6 closed out, a net change of +19 holders.
  • The largest Invesco S&P 500 Equal Weight Financials ETF buyer in Q4 2021 was Phoenix Financial, an estimated $20.2M added.
  • The largest Invesco S&P 500 Equal Weight Financials ETF seller in Q4 2021 was Financial Consulate, an estimated $13.3M sold.

Based on aggregated 13F filings for Q4 2021.