Invesco S&P 500 Equal Weight Financials ETF
RSPF
89 hedge funds and large institutions have $109M invested in Invesco S&P 500 Equal Weight Financials ETF in 2019 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 20 increasing their positions, 35 reducing their positions, and 15 closing their positions.
50% more funds holding in top 10
Funds holding in top 10: 2 → 3 (+1)
37.62% more ownership
Funds ownership: 44.89% → 82.52% (+38%)
7% more first-time investments, than exits
New positions opened: 16 | Existing positions closed: 15
1% less funds holding
Funds holding: 90 → 89 (-1)
11% less capital invested
Capital invested by funds: $123M → $109M (-$13.9M)
43% less repeat investments, than reductions
Existing positions increased: 20 | Existing positions reduced: 35
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$3.32M |
| 2 |
Lido Advisors
Los Angeles,
California
|
+$1.06M |
| 3 |
XS
XR Securities
Chicago,
Illinois
|
+$472K |
| 4 |
Citadel Advisors
Miami,
Florida
|
+$308K |
| 5 |
Jane Street
New York
|
+$298K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TCM
Tradewinds Capital Management
Bellingham,
Washington
|
-$11M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$6.79M |
| 3 |
WCM
Weatherstone Capital Management
Denver,
Colorado
|
-$3.82M |
| 4 |
FI
FormulaFolio Investments
Grand Rapids,
Michigan
|
-$2.9M |
| 5 |
FCA
FLC Capital Advisors
Palm Desert,
California
|
-$1.62M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
WAM
101
Wealthspire Advisors (Maryland)
Potomac,
Maryland
| – | -$4K | -119 | Closed |
|
|
RCG
102
Ruggie Capital Group
Tavares,
Florida
| – | -$4K | -97 | Closed |
|
103
Fidelity Investments
Boston,
Massachusetts
| – | +$40 | +1 | New |
|
RSPF Hedge Fund Activity: Q1 2019 in Review
89 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Equal Weight Financials ETF (RSPF) for Q1 2019, worth a combined $109M — down 11% from $123M a quarter earlier.
Buyers outnumbered sellers: 16 funds opened new RSPF positions and 15 closed out — a net gain of 1 holder — while 20 added to existing stakes and 35 trimmed.
The largest buyer was Bank of America, adding an estimated $3.32M. The largest seller was Tradewinds Capital Management, cutting an estimated $11M.
- 89 institutional investors held Invesco S&P 500 Equal Weight Financials ETF (RSPF) as of Q1 2019, down from 90 in Q4 2018.
- Funds reported $109M of Invesco S&P 500 Equal Weight Financials ETF stock for Q1 2019, down 11% quarter-over-quarter.
- 16 funds opened new Invesco S&P 500 Equal Weight Financials ETF positions in Q1 2019 and 15 closed out, a net change of +1 holder.
- The largest Invesco S&P 500 Equal Weight Financials ETF buyer in Q1 2019 was Bank of America, an estimated $3.32M added.
- The largest Invesco S&P 500 Equal Weight Financials ETF seller in Q1 2019 was Tradewinds Capital Management, an estimated $11M sold.
Based on aggregated 13F filings for Q1 2019.