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Invesco S&P 500 Equal Weight Financials ETF
RSPF

100 hedge funds and large institutions have $146M invested in Invesco S&P 500 Equal Weight Financials ETF in 2024 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 30 increasing their positions, 36 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

250% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 4

11% more capital invested

Capital invested by funds: $131M → $146M (+$15M)

6% more funds holding

Funds holding: 94 → 100 (+6)

0.87% more ownership

Funds ownership: 46.37% → 47.24% (+0.87%)

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

17% less repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 36

Holders
100
Holders Change
+6
Holders Change %
+6.38%
% of All Funds
1.32%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
14
Increased
30
Reduced
36
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Osaic Holdings
Osaic Holdings
Arizona
+$3.38M
2
BAAM
Baker Avenue Asset Management
California
+$2.99M
3
AFP
Ausdal Financial Partners
Iowa
+$1.16M
4
Bank of America
Bank of America
North Carolina
+$1.15M
5
LPL Financial
LPL Financial
California
+$1.07M

Top Sellers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$972K
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$659K
3
SAM
SignalPoint Asset Management
Missouri
-$319K
4
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
-$318K
5
FFN
Focus Financial Network
Minnesota
-$300K
Name Holding Trade Value Shares
Change 		Change in
Stake
PC
76
Promus Capital
Illinois
$147K +$149K +2,028 New
Fidelity Investments
77
Fidelity Investments
Massachusetts
$104K +$806 +11 +0.8%
AF
78
Allworth Financial
California
$88.2K +$73 +1 +0.1%
ACA
79
Aptus Capital Advisors
Alabama
$86.8K – – –
Bank of Montreal
80
Bank of Montreal
Ontario, Canada
$76K +$36.3K +495 +89%
OP
81
ORG Partners
Indiana
$47K +$47.5K +648 New
AWM
82
AE Wealth Management
Kansas
$46.3K +$46.9K +640 New
CFD
83
Creative Financial Designs
Indiana
$40.3K +$147 +2 +0.4%
SWM
84
Spire Wealth Management
Virginia
$32.6K – – –
WI
85
Wintrust Investments
Illinois
$29K -$105K -1,435 -78%
GT
86
Glenmede Trust
Pennsylvania
$26.6K – – –
T
87
Tidemark
California
$26.3K +$147 +2 +0.6%
CA
88
CoreCap Advisors
Michigan
$25.8K +$26.2K +357 New
FDCDDQ
89
Federation des caisses Desjardins du Quebec
Quebec, Canada
$24K -$5.5K -75 -18%
Northwestern Mutual Wealth Management
90
Northwestern Mutual Wealth Management
Wisconsin
$21.4K – – –
DFA
91
DHJJ Financial Advisors
Illinois
$19.5K – – –
CPA
92
Cardiff Park Advisors
California
$14.5K – – –
MCA
93
Midwest Capital Advisors
Michigan
$14.5K +$14.7K +200 New
CFO
94
CVA Family Office
Colorado
$10.9K – – –
SFGP
95
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$10.7K +$10.8K +148 New
GWMI
96
Guardian Wealth Management (Illinois)
Illinois
$7.83K – – –
CFP
97
Comprehensive Financial Planning
Pennsylvania
$7.82K +$7.91K +108 New
FGC
98
Financial Gravity Companies
Texas
$7.24K +$2.2K +30 +43%
AA
99
Ancora Advisors
Ohio
$5.93K – – –
Qube Research & Technologies (QRT)
100
Qube Research & Technologies (QRT)
United Kingdom
$3.26K – – –
1 2 3
4
5

RSPF Hedge Fund Activity: Q4 2024 in Review

100 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Equal Weight Financials ETF (RSPF) for Q4 2024, worth a combined $146M — up 11% from $131M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new RSPF positions and 4 closed out — a net gain of 10 holders — while 30 added to existing stakes and 36 trimmed.

The largest buyer was Osaic Holdings, adding an estimated $3.38M. The largest seller was Royal Bank of Canada, cutting an estimated $972K.

  • 100 institutional investors held Invesco S&P 500 Equal Weight Financials ETF (RSPF) as of Q4 2024, up from 94 in Q3 2024.
  • Funds reported $146M of Invesco S&P 500 Equal Weight Financials ETF stock for Q4 2024, up 11% quarter-over-quarter.
  • 14 funds opened new Invesco S&P 500 Equal Weight Financials ETF positions in Q4 2024 and 4 closed out, a net change of +10 holders.
  • The largest Invesco S&P 500 Equal Weight Financials ETF buyer in Q4 2024 was Osaic Holdings, an estimated $3.38M added.
  • The largest Invesco S&P 500 Equal Weight Financials ETF seller in Q4 2024 was Royal Bank of Canada, an estimated $972K sold.

Based on aggregated 13F filings for Q4 2024.