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Invesco S&P 500 Equal Weight Financials ETF
RSPF

104 hedge funds and large institutions have $149M invested in Invesco S&P 500 Equal Weight Financials ETF in 2025 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 27 increasing their positions, 39 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

117% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 6

4% more funds holding

Funds holding: 100 → 104 (+4)

2% more capital invested

Capital invested by funds: $146M → $149M (+$2.33M)

0.98% more ownership

Funds ownership: 47.24% → 48.23% (+0.98%)

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

31% less repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 39

Holders
104
Holders Change
+4
Holders Change %
+4%
% of All Funds
1.39%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
13
Increased
27
Reduced
39
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$6.45M
2
FFA
Farther Finance Advisors
California
+$3.8M
3
SI
Shaker Investments
Ohio
+$1.9M
4
LOIP
Live Oak Investment Partners
Texas
+$1.5M
5
IWM
IHT Wealth Management
Illinois
+$1.32M

Top Sellers

1
Osaic Holdings
Osaic Holdings
Arizona
-$4.3M
2
BAAM
Baker Avenue Asset Management
California
-$2.95M
3
LPL Financial
LPL Financial
California
-$2.77M
4
PCH
PGIM Custom Harvest
New Jersey
-$996K
5
Citadel Advisors
Citadel Advisors
Florida
-$320K
Name Holding Trade Value Shares
Change 		Change in
Stake
HWA
76
HHM Wealth Advisors
Tennessee
$156K – – –
PC
77
Promus Capital
Illinois
$147K – – –
Fidelity Investments
78
Fidelity Investments
Massachusetts
$115K +$10.5K +142 +10%
AF
79
Allworth Financial
California
$81K -$957 -13 -1%
AC
80
AlphaCore Capital
California
$61.5K +$62.4K +848 New
OP
81
ORG Partners
Indiana
$47.3K +$221 +3 +0.5%
AWM
82
AE Wealth Management
Kansas
$46.6K +$221 +3 +0.5%
Bank of Montreal
83
Bank of Montreal
Ontario, Canada
$40.3K -$36.5K -495 -47%
SWM
84
Spire Wealth Management
Virginia
$32.6K – – –
AAP
85
Arax Advisory Partners
Colorado
$29K +$29.5K +400 New
CCM
86
Coldstream Capital Management
Washington
$27.2K +$27.6K +375 New
GT
87
Glenmede Trust
Pennsylvania
$26.7K – – –
T
88
Tidemark
California
$26.4K +$74 +1 +0.3%
FDCDDQ
89
Federation des caisses Desjardins du Quebec
Quebec, Canada
$24.1K – – –
NC
90
North Capital
Utah
$23.2K +$23.6K +320 New
DFA
91
DHJJ Financial Advisors
Illinois
$19.6K – – –
Comerica Bank
92
Comerica Bank
Texas
$19.6K +$19.9K +270 New
Northwestern Mutual Wealth Management
93
Northwestern Mutual Wealth Management
Wisconsin
$17.6K -$3.9K -53 -18%
CPA
94
Cardiff Park Advisors
California
$14.5K – – –
MCA
95
Midwest Capital Advisors
Michigan
$14.5K – – –
CFO
96
CVA Family Office
Colorado
$10.9K – – –
SFGP
97
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$10.7K – – –
GWMI
98
Guardian Wealth Management (Illinois)
Illinois
$7.88K – – –
CFP
99
Comprehensive Financial Planning
Pennsylvania
$7.83K – – –
FGAM
100
Financial Gravity Asset Management
Texas
$7.25K +$7.36K +100 New
1 2 3
4
5

RSPF Hedge Fund Activity: Q1 2025 in Review

104 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Equal Weight Financials ETF (RSPF) for Q1 2025, worth a combined $149M — up 1.6% from $146M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new RSPF positions and 6 closed out — a net gain of 7 holders — while 27 added to existing stakes and 39 trimmed.

The largest buyer was Wealth Enhancement Advisory Services, adding an estimated $6.45M. The largest seller was Osaic Holdings, cutting an estimated $4.3M.

  • 104 institutional investors held Invesco S&P 500 Equal Weight Financials ETF (RSPF) as of Q1 2025, up from 100 in Q4 2024.
  • Funds reported $149M of Invesco S&P 500 Equal Weight Financials ETF stock for Q1 2025, up 1.6% quarter-over-quarter.
  • 13 funds opened new Invesco S&P 500 Equal Weight Financials ETF positions in Q1 2025 and 6 closed out, a net change of +7 holders.
  • The largest Invesco S&P 500 Equal Weight Financials ETF buyer in Q1 2025 was Wealth Enhancement Advisory Services, an estimated $6.45M added.
  • The largest Invesco S&P 500 Equal Weight Financials ETF seller in Q1 2025 was Osaic Holdings, an estimated $4.3M sold.

Based on aggregated 13F filings for Q1 2025.