Invesco S&P 500 Equal Weight Financials ETF
RSPF
96 hedge funds and large institutions have $205M invested in Invesco S&P 500 Equal Weight Financials ETF in 2021 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 33 increasing their positions, 32 reducing their positions, and 7 closing their positions.
100% more first-time investments, than exits
New positions opened: 14 | Existing positions closed: 7
7% more funds holding
Funds holding: 90 → 96 (+6)
3% more repeat investments, than reductions
Existing positions increased: 33 | Existing positions reduced: 32
8.74% less ownership
Funds ownership: 59.07% → 50.33% (-8.7%)
21% less capital invested
Capital invested by funds: $260M → $205M (-$55.3M)
50% less funds holding in top 10
Funds holding in top 10: 4 → 2 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$3.8M |
| 2 |
LPL Financial
San Diego,
California
|
+$2.74M |
| 3 |
Morgan Stanley
New York
|
+$1.53M |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
+$1.06M |
| 5 |
Wells Fargo
San Francisco,
California
|
+$902K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GI
Gradient Investments
Arden Hills,
Minnesota
|
-$65.7M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
-$2.79M |
| 3 |
LHC
Little House Capital
Braintree,
Massachusetts
|
-$2.34M |
| 4 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$1.51M |
| 5 |
Goldman Sachs
New York
|
-$1.43M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
101
JP Morgan Chase
New York
| – | -$36K | -600 | Closed |
|
102
Citigroup
New York
| – | -$30K | -500 | Closed |
|
|
EVM
103
Eaton Vance Management
Boston,
Massachusetts
| – | +$5.54K | +91 | +10% |
|
RSPF Hedge Fund Activity: Q3 2021 in Review
96 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Equal Weight Financials ETF (RSPF) for Q3 2021, worth a combined $205M — down 21% from $260M a quarter earlier.
Buyers outnumbered sellers: 14 funds opened new RSPF positions and 7 closed out — a net gain of 7 holders — while 33 added to existing stakes and 32 trimmed.
The largest buyer was Bank of America, adding an estimated $3.8M. The largest seller was Gradient Investments, cutting an estimated $65.7M.
- 96 institutional investors held Invesco S&P 500 Equal Weight Financials ETF (RSPF) as of Q3 2021, up from 90 in Q2 2021.
- Funds reported $205M of Invesco S&P 500 Equal Weight Financials ETF stock for Q3 2021, down 21% quarter-over-quarter.
- 14 funds opened new Invesco S&P 500 Equal Weight Financials ETF positions in Q3 2021 and 7 closed out, a net change of +7 holders.
- The largest Invesco S&P 500 Equal Weight Financials ETF buyer in Q3 2021 was Bank of America, an estimated $3.8M added.
- The largest Invesco S&P 500 Equal Weight Financials ETF seller in Q3 2021 was Gradient Investments, an estimated $65.7M sold.
Based on aggregated 13F filings for Q3 2021.