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Invesco S&P 500 Equal Weight Financials ETF

113 hedge funds and large institutions have $212M invested in Invesco S&P 500 Equal Weight Financials ETF in 2022 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 45 increasing their positions, 34 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

32% more repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 34

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

1.5% less ownership

Funds ownership: 50.83%49.33% (-1.5%)

10% less funds holding

Funds holding: 126113 (-13)

22% less capital invested

Capital invested by funds: $273M → $212M (-$60.7M)

46% less first-time investments, than exits

New positions opened: 15 | Existing positions closed: 28

Holders
113
Holders Change
-13
Holders Change %
-10.32%
% of All Funds
1.9%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
15
Increased
45
Reduced
34
Closed
28
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Janney Montgomery Scott
76
Janney Montgomery Scott
Pennsylvania
$213K -$318K -5,512 -58%
KPW
77
Kore Private Wealth
New York
$207K +$225K +3,901 New
RJT
78
Raymond James Trust
Florida
$205K +$36.9K +640 +20%
WAP
79
Wealthcare Advisory Partners
Pennsylvania
$203K +$14K +242 +7%
JIR
80
James Investment Research
Ohio
$195K
ACA
81
Atlas Capital Advisors
Wyoming
$142K
HWA
82
HHM Wealth Advisors
Tennessee
$96K
PNC Financial Services Group
83
PNC Financial Services Group
Pennsylvania
$86K -$57.7K -1,000 -38%
SBL
84
Sargent Bickham Lagudis
Colorado
$62K
GRP
85
Global Retirement Partners
California
$62K +$38.8K +673 +137%
FDCDDQ
86
Federation des caisses Desjardins du Quebec
Quebec, Canada
$58.9K
RG
87
Retirement Group
California
$54K +$231 +4 +0.4%
William Blair & Company
88
William Blair & Company
Illinois
$53K -$95.2K -1,650 -62%
PTC
89
Private Trust Company
Ohio
$52K +$56.8K +984 New
Fidelity Investments
90
Fidelity Investments
Massachusetts
$43K -$23.5K -407 -34%
IA
91
IFP Advisors
Florida
$37K
GI
92
Gradient Investments
Minnesota
$31K -$13.6K -235 -29%
NFSG
93
Newbridge Financial Services Group
Florida
$31K
Simplex Trading
94
Simplex Trading
Illinois
$26K -$38.7K -670 -58%
SWM
95
Spire Wealth Management
Virginia
$24K -$26K -450 -50%
WT
96
Whittier Trust
California
$24K
CA
97
Clearstead Advisors
Ohio
$20K
GWMI
98
Guardian Wealth Management (Illinois)
Illinois
$16K +$58 +1 +0.3%
VVP
99
Venture Visionary Partners
Ohio
$15.7K +$17K +295 New
MCC
100
Money Concepts Capital
Florida
$11K -$202K -3,497 -95%

RSPF Hedge Fund Activity: Q2 2022 in Review

113 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Equal Weight Financials ETF (RSPF) for Q2 2022, worth a combined $212M — down 22% from $273M a quarter earlier.

Sellers outnumbered buyers: 28 funds closed out of RSPF and 15 opened new positions — a net loss of 13 holders — while 34 trimmed existing stakes and 45 added.

The largest buyer was Morgan Stanley, adding an estimated $4.32M. The largest seller was Bank of America, cutting an estimated $12.5M.

  • 113 institutional investors held Invesco S&P 500 Equal Weight Financials ETF (RSPF) as of Q2 2022, down from 126 in Q1 2022.
  • Funds reported $212M of Invesco S&P 500 Equal Weight Financials ETF stock for Q2 2022, down 22% quarter-over-quarter.
  • 15 funds opened new Invesco S&P 500 Equal Weight Financials ETF positions in Q2 2022 and 28 closed out, a net change of -13 holders.
  • The largest Invesco S&P 500 Equal Weight Financials ETF buyer in Q2 2022 was Morgan Stanley, an estimated $4.32M added.
  • The largest Invesco S&P 500 Equal Weight Financials ETF seller in Q2 2022 was Bank of America, an estimated $12.5M sold.

Based on aggregated 13F filings for Q2 2022.