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Invesco S&P 500 Equal Weight Financials ETF
RSPF

98 hedge funds and large institutions have $131M invested in Invesco S&P 500 Equal Weight Financials ETF in 2024 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 19 increasing their positions, 49 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.78% more ownership

Funds ownership: 47.11% → 48.89% (+1.8%)

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

1% less capital invested

Capital invested by funds: $132M → $131M (-$1.42M)

3% less funds holding

Funds holding: 101 → 98 (-3)

22% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 9

61% less repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 49

Holders
98
Holders Change
-3
Holders Change %
-2.97%
% of All Funds
1.42%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
7
Increased
19
Reduced
49
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
NA
NewEdge Advisors
Louisiana
+$6.83M
2
JP Morgan Chase
JP Morgan Chase
New York
+$3.98M
3
NWM
Napa Wealth Management
California
+$2.87M
4
OMC
Old Mission Capital
Illinois
+$1.8M
5
DBIA
Dumont & Blake Investment Advisors
New Jersey
+$796K

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$3.94M
2
LI
LVZ Inc
Michigan
-$855K
3
Citadel Advisors
Citadel Advisors
Florida
-$564K
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$554K
5
FFWA
FRG Family Wealth Advisors
Washington
-$393K
Name Holding Trade Value Shares
Change 		Change in
Stake
ACA
76
Aptus Capital Advisors
Alabama
$73.6K – – –
Northwestern Mutual Wealth Management
77
Northwestern Mutual Wealth Management
Wisconsin
$70.1K – – –
CA
78
Clearstead Advisors
Ohio
$56.1K +$246 +4 +0.4%
Jones Financial Companies
79
Jones Financial Companies
Missouri
$45K +$41.5K +674 +1,123%
Bank of Montreal
80
Bank of Montreal
Ontario, Canada
$34.4K -$3.7K -60 -10%
CFD
81
Creative Financial Designs
Indiana
$33.9K -$9.98K -162 -23%
MG
82
Mather Group
Illinois
$32.1K +$30.8K +500 New
SWM
83
Spire Wealth Management
Virginia
$27.6K – – –
FDCDDQ
84
Federation des caisses Desjardins du Quebec
Quebec, Canada
$24.9K – – –
CIBC Private Wealth Group
85
CIBC Private Wealth Group
Georgia
$24.5K +$24.6K +400 New
GT
86
Glenmede Trust
Pennsylvania
$22.6K +$22.7K +368 New
T
87
Tidemark
California
$22.1K +$123 +2 +0.6%
DFA
88
DHJJ Financial Advisors
Illinois
$16.6K – – –
CPA
89
Cardiff Park Advisors
California
$12.3K – – –
NFSG
90
Newbridge Financial Services Group
Florida
$12K -$4.99K -81 -29%
CFO
91
CVA Family Office
Colorado
$9.2K – – –
CPG
92
Custom Portfolio Group
Colorado
$7.66K – – –
GWMI
93
Guardian Wealth Management (Illinois)
Illinois
$6.57K – – –
GLR
94
Great Lakes Retirement
Ohio
$5.46K +$5.48K +89 New
AA
95
Ancora Advisors
Ohio
$5.03K +$5.05K +82 New
SA
96
Scarborough Advisors
Maryland
$4.05K – – –
Qube Research & Technologies (QRT)
97
Qube Research & Technologies (QRT)
United Kingdom
$2.76K -$7.95K -129 -74%
MRCM
98
M&R Capital Management
New Jersey
$1.23K – – –
NP
99
NorthRock Partners
Minnesota
$1.23K – – –
LI
100
LVZ Inc
Michigan
– -$855K -13,307 Closed
1 2 3
4
5

RSPF Hedge Fund Activity: Q2 2024 in Review

98 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Equal Weight Financials ETF (RSPF) for Q2 2024, worth a combined $131M — down 1.1% from $132M a quarter earlier.

Sellers outnumbered buyers: 9 funds closed out of RSPF and 7 opened new positions — a net loss of 2 holders — while 49 trimmed existing stakes and 19 added.

The largest buyer was NewEdge Advisors, adding an estimated $6.83M. The largest seller was Morgan Stanley, cutting an estimated $3.94M.

  • 98 institutional investors held Invesco S&P 500 Equal Weight Financials ETF (RSPF) as of Q2 2024, down from 101 in Q1 2024.
  • Funds reported $131M of Invesco S&P 500 Equal Weight Financials ETF stock for Q2 2024, down 1.1% quarter-over-quarter.
  • 7 funds opened new Invesco S&P 500 Equal Weight Financials ETF positions in Q2 2024 and 9 closed out, a net change of -2 holders.
  • The largest Invesco S&P 500 Equal Weight Financials ETF buyer in Q2 2024 was NewEdge Advisors, an estimated $6.83M added.
  • The largest Invesco S&P 500 Equal Weight Financials ETF seller in Q2 2024 was Morgan Stanley, an estimated $3.94M sold.

Based on aggregated 13F filings for Q2 2024.