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Invesco S&P 500 Equal Weight Financials ETF

126 hedge funds and large institutions have $273M invested in Invesco S&P 500 Equal Weight Financials ETF in 2022 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 42 increasing their positions, 30 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

136% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 11

40% more repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 30

12% more funds holding

Funds holding: 113126 (+13)

3% more capital invested

Capital invested by funds: $266M → $273M (+$7.11M)

2.77% less ownership

Funds ownership: 53.61%50.83% (-2.8%)

67% less funds holding in top 10

Funds holding in top 10: 31 (-2)

Holders
126
Holders Change
+13
Holders Change %
+11.5%
% of All Funds
1.99%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.02%
New
26
Increased
42
Reduced
30
Closed
11
Calls
$214K
Puts
Net Calls
+$214K
Net Calls Change
+$214K
Name Holding Trade Value Shares
Change
Change in
Stake
SS
76
Sunbelt Securities
Texas
$287K +$20K +310 +8%
LWM
77
Laidlaw Wealth Management
New York
$284K
SIA
78
SkyView Investment Advisors
New Jersey
$269K -$22.4K -347 -7%
MOS
79
MGO One Seven
Ohio
$267K -$19.3K -300 -7%
FEM
80
Fulcrum Equity Management
Texas
$264K -$59.9K -929 -18%
MCC
81
Money Concepts Capital
Florida
$236K +$141K +2,187 +145%
BRWA
82
B. Riley Wealth Advisors
Florida
$234K
JIR
83
James Investment Research
Ohio
$234K
WAP
84
Wealthcare Advisory Partners
Pennsylvania
$227K +$230K +3,571 New
FHC
85
First Heartland Consultants
Missouri
$219K -$53.4K -828 -19%
ACM
86
AlphaStar Capital Management
North Carolina
$216K -$2.45K -38 -1%
GIA
87
Gladstone Institutional Advisory
Florida
$215K +$217K +3,370 New
Truist Financial
88
Truist Financial
North Carolina
$212K +$215K +3,326 New
RJT
89
Raymond James Trust
Florida
$205K -$14.8K -230 -7%
CF
90
Centaurus Financial
California
$203K +$205K +3,183 New
ACA
91
Atlas Capital Advisors
Wyoming
$171K
William Blair & Company
92
William Blair & Company
Illinois
$169K +$171K +2,650 New
PNC Financial Services Group
93
PNC Financial Services Group
Pennsylvania
$166K
BAM
94
Belpointe Asset Management
Nevada
$117K +$1.94K +30 +2%
HWA
95
HHM Wealth Advisors
Tennessee
$115K
Fidelity Investments
96
Fidelity Investments
Massachusetts
$77K +$37.7K +584 +93%
SBL
97
Sargent Bickham Lagudis
Colorado
$74K
Simplex Trading
98
Simplex Trading
Illinois
$74K +$75K +1,163 New
Koshinski Asset Management
99
Koshinski Asset Management
Illinois
$71.9K +$129 +2 +0.2%
FDCDDQ
100
Federation des caisses Desjardins du Quebec
Quebec, Canada
$70.5K

RSPF Hedge Fund Activity: Q1 2022 in Review

126 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Equal Weight Financials ETF (RSPF) for Q1 2022, worth a combined $273M — up 2.7% from $266M a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new RSPF positions and 11 closed out — a net gain of 15 holders — while 42 added to existing stakes and 30 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $15.6M. The largest seller was Phoenix Financial, exiting entirely with an estimated $20.2M sold.

  • 126 institutional investors held Invesco S&P 500 Equal Weight Financials ETF (RSPF) as of Q1 2022, up from 113 in Q4 2021.
  • Funds reported $273M of Invesco S&P 500 Equal Weight Financials ETF stock for Q1 2022, up 2.7% quarter-over-quarter.
  • 26 funds opened new Invesco S&P 500 Equal Weight Financials ETF positions in Q1 2022 and 11 closed out, a net change of +15 holders.
  • The largest Invesco S&P 500 Equal Weight Financials ETF buyer in Q1 2022 was Morgan Stanley, an estimated $15.6M added.
  • The largest Invesco S&P 500 Equal Weight Financials ETF seller in Q1 2022 was Phoenix Financial, an estimated $20.2M sold.

Based on aggregated 13F filings for Q1 2022.