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Invesco S&P 500 Equal Weight Financials ETF

109 hedge funds and large institutions have $217M invested in Invesco S&P 500 Equal Weight Financials ETF in 2022 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 25 increasing their positions, 41 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more funds holding in top 10

Funds holding in top 10: 13 (+2)

92% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 12

22% more capital invested

Capital invested by funds: $177M → $217M (+$39.7M)

10% more funds holding

Funds holding: 99109 (+10)

4.29% more ownership

Funds ownership: 48.07%52.36% (+4.3%)

39% less repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 41

Holders
109
Holders Change
+10
Holders Change %
+10.1%
% of All Funds
1.75%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.05%
New
23
Increased
25
Reduced
41
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HNB
76
Huntington National Bank
Ohio
$120K
HWA
77
HHM Wealth Advisors
Tennessee
$102K
Qube Research & Technologies (QRT)
78
Qube Research & Technologies (QRT)
United Kingdom
$94.4K +$40K +713 +74%
USCWA
79
U.S. Capital Wealth Advisors
Texas
$93K +$92.5K +1,648 New
TWM
80
Tradition Wealth Management
Minnesota
$78K +$77.6K +1,384 New
SBL
81
Sargent Bickham Lagudis
Colorado
$65.5K
GRP
82
Global Retirement Partners
California
$60.1K +$56 +1 +0.1%
FDCDDQ
83
Federation des caisses Desjardins du Quebec
Quebec, Canada
$58.2K
William Blair & Company
84
William Blair & Company
Illinois
$56.4K
PNC Financial Services Group
85
PNC Financial Services Group
Pennsylvania
$50.8K
FGAM
86
Financial Gravity Asset Management
Texas
$46K -$16.9K -301 -84%
MIM
87
Macroview Investment Management
Maryland
$40.6K +$112 +2 +0.3%
Fidelity Investments
88
Fidelity Investments
Massachusetts
$38.8K -$20.9K -372 -35%
Bank of Montreal
89
Bank of Montreal
Ontario, Canada
$35.6K
ASN
90
Advisory Services Network
Georgia
$30.5K +$30.3K +540 New
PTC
91
Private Trust Company
Ohio
$30K +$20.6K +368 +215%
IA
92
IFP Advisors
Florida
$26K -$13.1K -233 -29%
NFSG
93
Newbridge Financial Services Group
Florida
$19.9K -$4.26K -76 -18%
GI
94
Gradient Investments
Minnesota
$19.5K -$2.19K -39 -10%
BWL
95
Bogart Wealth LLC
Virginia
$12.1K
KM
96
Kalos Management
Georgia
$8.86K +$8.81K +157 New
CFO
97
CVA Family Office
Colorado
$8.46K
AC
98
AlphaCore Capital
California
$8.35K
EE
99
EWG Elevate
California
$7.45K +$7.41K +132 New
NA
100
NewEdge Advisors
Louisiana
$7.09K +$49.3K +878 New

RSPF Hedge Fund Activity: Q4 2022 in Review

109 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Equal Weight Financials ETF (RSPF) for Q4 2022, worth a combined $217M — up 22% from $177M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new RSPF positions and 12 closed out — a net gain of 11 holders — while 25 added to existing stakes and 41 trimmed.

The largest buyer was Bank of America, adding an estimated $9.44M. The largest seller was LPL Financial, cutting an estimated $3.58M.

  • 109 institutional investors held Invesco S&P 500 Equal Weight Financials ETF (RSPF) as of Q4 2022, up from 99 in Q3 2022.
  • Funds reported $217M of Invesco S&P 500 Equal Weight Financials ETF stock for Q4 2022, up 22% quarter-over-quarter.
  • 23 funds opened new Invesco S&P 500 Equal Weight Financials ETF positions in Q4 2022 and 12 closed out, a net change of +11 holders.
  • The largest Invesco S&P 500 Equal Weight Financials ETF buyer in Q4 2022 was Bank of America, an estimated $9.44M added.
  • The largest Invesco S&P 500 Equal Weight Financials ETF seller in Q4 2022 was LPL Financial, an estimated $3.58M sold.

Based on aggregated 13F filings for Q4 2022.