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Invesco S&P 500 Equal Weight Financials ETF

126 hedge funds and large institutions have $273M invested in Invesco S&P 500 Equal Weight Financials ETF in 2022 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 42 increasing their positions, 30 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

136% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 11

40% more repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 30

12% more funds holding

Funds holding: 113126 (+13)

3% more capital invested

Capital invested by funds: $266M → $273M (+$7.11M)

2.77% less ownership

Funds ownership: 53.61%50.83% (-2.8%)

67% less funds holding in top 10

Funds holding in top 10: 31 (-2)

Holders
126
Holders Change
+13
Holders Change %
+11.5%
% of All Funds
1.99%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.02%
New
26
Increased
42
Reduced
30
Closed
11
Calls
$214K
Puts
Net Calls
+$214K
Net Calls Change
+$214K
Name Holding Trade Value Shares
Change
Change in
Stake
RG
101
Retirement Group
California
$64K +$258 +4 +0.4%
SWM
102
Spire Wealth Management
Virginia
$57K
GI
103
Gradient Investments
Minnesota
$52K -$23K -357 -30%
Bank of Montreal
104
Bank of Montreal
Ontario, Canada
$40K
NFSG
105
Newbridge Financial Services Group
Florida
$37K
IA
106
IFP Advisors
Florida
$37K +$11.9K +185 +30%
1IA
107
1834 Investment Advisors
Wisconsin
$31K
WT
108
Whittier Trust
California
$29K
GRP
109
Global Retirement Partners
California
$28K +$31.6K +490 New
CA
110
Clearstead Advisors
Ohio
$24K
GWMI
111
Guardian Wealth Management (Illinois)
Illinois
$19K +$64 +1 +0.3%
PFS
112
Prospera Financial Services
Texas
$19K +$19.3K +300 New
BWL
113
Bogart Wealth LLC
Virginia
$14K
CAPTRUST Financial Advisors
114
CAPTRUST Financial Advisors
North Carolina
$14K +$14.2K +220 New
EIP
115
Ellis Investment Partners
Pennsylvania
$12K -$19.4K -301 -60%
CFO
116
CVA Family Office
Colorado
$10K
DI
117
Disciplined Investments
Oklahoma
$9K +$8.9K +138 New
Rockefeller Capital Management
118
Rockefeller Capital Management
New York
$8K
FWP
119
FAS Wealth Partners
Kansas
$6K
PO
120
Private Ocean
California
$6K
Carson Wealth (CWM LLC)
121
Carson Wealth (CWM LLC)
Nebraska
$5K
FGAM
122
Financial Gravity Asset Management
Texas
$4.72K -$37.1K -576 -56%
HR
123
Howe & Rusling
New York
$4K
BW
124
Bison Wealth
Georgia
$3K
MA
125
Montag & Associates
Georgia
$2K

RSPF Hedge Fund Activity: Q1 2022 in Review

126 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Equal Weight Financials ETF (RSPF) for Q1 2022, worth a combined $273M — up 2.7% from $266M a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new RSPF positions and 11 closed out — a net gain of 15 holders — while 42 added to existing stakes and 30 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $15.6M. The largest seller was Phoenix Financial, exiting entirely with an estimated $20.2M sold.

  • 126 institutional investors held Invesco S&P 500 Equal Weight Financials ETF (RSPF) as of Q1 2022, up from 113 in Q4 2021.
  • Funds reported $273M of Invesco S&P 500 Equal Weight Financials ETF stock for Q1 2022, up 2.7% quarter-over-quarter.
  • 26 funds opened new Invesco S&P 500 Equal Weight Financials ETF positions in Q1 2022 and 11 closed out, a net change of +15 holders.
  • The largest Invesco S&P 500 Equal Weight Financials ETF buyer in Q1 2022 was Morgan Stanley, an estimated $15.6M added.
  • The largest Invesco S&P 500 Equal Weight Financials ETF seller in Q1 2022 was Phoenix Financial, an estimated $20.2M sold.

Based on aggregated 13F filings for Q1 2022.