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Invesco S&P 500 Equal Weight Financials ETF
RSPF

94 hedge funds and large institutions have $131M invested in Invesco S&P 500 Equal Weight Financials ETF in 2024 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 27 increasing their positions, 39 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

1% more capital invested

Capital invested by funds: $131M → $131M (+$709K)

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

2.52% less ownership

Funds ownership: 48.89% → 46.37% (-2.5%)

4% less funds holding

Funds holding: 98 → 94 (-4)

31% less repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 39

38% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 8

Holders
94
Holders Change
-4
Holders Change %
-4.08%
% of All Funds
1.35%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
5
Increased
27
Reduced
39
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$738K
2
NA
NewEdge Advisors
Louisiana
+$345K
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$252K
4
Citadel Advisors
Citadel Advisors
Florida
+$233K
5
JGCM
Joseph Group Capital Management
Ohio
+$228K

Top Sellers

1
KAS
Kestra Advisory Services
Texas
-$3.95M
2
NWM
Napa Wealth Management
California
-$2.85M
3
OMC
Old Mission Capital
Illinois
-$1.79M
4
LPL Financial
LPL Financial
California
-$1.55M
5
WI
Wintrust Investments
Illinois
-$1.12M
Name Holding Trade Value Shares
Change 		Change in
Stake
AF
76
Allworth Financial
California
$81.4K – – –
CA
77
Clearstead Advisors
Ohio
$63.4K +$263 +4 +0.4%
CFD
78
Creative Financial Designs
Indiana
$38.3K +$132 +2 +0.4%
Bank of Montreal
79
Bank of Montreal
Ontario, Canada
$38.2K – – –
SWM
80
Spire Wealth Management
Virginia
$31K – – –
FDCDDQ
81
Federation des caisses Desjardins du Quebec
Quebec, Canada
$28.1K – – –
GT
82
Glenmede Trust
Pennsylvania
$25.4K – – –
T
83
Tidemark
California
$24.9K +$66 +1 +0.3%
Northwestern Mutual Wealth Management
84
Northwestern Mutual Wealth Management
Wisconsin
$20.4K -$55.7K -847 -74%
DFA
85
DHJJ Financial Advisors
Illinois
$18.6K – – –
CPA
86
Cardiff Park Advisors
California
$13.8K – – –
NFSG
87
Newbridge Financial Services Group
Florida
$13.5K – – –
CFO
88
CVA Family Office
Colorado
$10.3K – – –
GWMI
89
Guardian Wealth Management (Illinois)
Illinois
$7.45K +$66 +1 +0.9%
AA
90
Ancora Advisors
Ohio
$5.66K – – –
FGC
91
Financial Gravity Companies
Texas
$4.83K +$4.6K +70 New
Qube Research & Technologies (QRT)
92
Qube Research & Technologies (QRT)
United Kingdom
$3.1K – – –
MRCM
93
M&R Capital Management
New Jersey
$1.38K – – –
NP
94
NorthRock Partners
Minnesota
$1.38K – – –
TRCT
95
Tower Research Capital (TRC)
New York
$69 +$66 +1 New
NWM
96
Napa Wealth Management
California
– -$2.85M -46,561 Closed
OMC
97
Old Mission Capital
Illinois
– -$1.79M -29,149 Closed
CAL
98
Capital Analysts LLC
Pennsylvania
– -$118K -1,926 Closed
WIA
99
Wetzel Investment Advisors
Indiana
– -$89.9K -1,400 Closed
MG
100
Mather Group
Illinois
– -$32.1K -500 Closed
1 2 3
4
5

RSPF Hedge Fund Activity: Q3 2024 in Review

94 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Equal Weight Financials ETF (RSPF) for Q3 2024, worth a combined $131M — up 0.54% from $131M a quarter earlier.

Sellers outnumbered buyers: 8 funds closed out of RSPF and 5 opened new positions — a net loss of 3 holders — while 39 trimmed existing stakes and 27 added.

The largest buyer was Royal Bank of Canada, adding an estimated $738K. The largest seller was Kestra Advisory Services, cutting an estimated $3.95M.

  • 94 institutional investors held Invesco S&P 500 Equal Weight Financials ETF (RSPF) as of Q3 2024, down from 98 in Q2 2024.
  • Funds reported $131M of Invesco S&P 500 Equal Weight Financials ETF stock for Q3 2024, up 0.54% quarter-over-quarter.
  • 5 funds opened new Invesco S&P 500 Equal Weight Financials ETF positions in Q3 2024 and 8 closed out, a net change of -3 holders.
  • The largest Invesco S&P 500 Equal Weight Financials ETF buyer in Q3 2024 was Royal Bank of Canada, an estimated $738K added.
  • The largest Invesco S&P 500 Equal Weight Financials ETF seller in Q3 2024 was Kestra Advisory Services, an estimated $3.95M sold.

Based on aggregated 13F filings for Q3 2024.