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Invesco S&P 500 Equal Weight Financials ETF
RSPF

113 hedge funds and large institutions have $212M invested in Invesco S&P 500 Equal Weight Financials ETF in 2022 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 45 increasing their positions, 34 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

32% more repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 34

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

1.5% less ownership

Funds ownership: 50.83% → 49.33% (-1.5%)

10% less funds holding

Funds holding: 126 → 113 (-13)

22% less capital invested

Capital invested by funds: $273M → $212M (-$60.7M)

46% less first-time investments, than exits

New positions opened: 15 | Existing positions closed: 28

Holders
113
Holders Change
-13
Holders Change %
-10.32%
% of All Funds
1.9%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
15
Increased
45
Reduced
34
Closed
28
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$4.32M
2
CAG
Csenge Advisory Group
Florida
+$2.98M
3
MWPCG
Measured Wealth Private Client Group
New Hampshire
+$2.93M
4
NA
NewEdge Advisors
Louisiana
+$1.55M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$1.19M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$12.5M
2
Osaic Holdings
Osaic Holdings
Arizona
-$5.51M
3
Ameriprise
Ameriprise
Minnesota
-$5.24M
4
MML Investors Services
MML Investors Services
Massachusetts
-$3.99M
5
WWM
WJ Wealth Management
Arizona
-$3.03M
Name Holding Trade Value Shares
Change 		Change in
Stake
BWL
101
Bogart Wealth LLC
Virginia
$11K – – –
CFO
102
CVA Family Office
Colorado
$8K – – –
AC
103
AlphaCore Capital
California
$8K +$8.54K +148 New
DI
104
Disciplined Investments
Oklahoma
$7K +$58 +1 +0.7%
LDFR
105
Lehman & Derafelo Financial Resources
Pennsylvania
$6K +$6.98K +121 New
Carson Wealth (CWM LLC)
106
Carson Wealth (CWM LLC)
Nebraska
$5K – – –
FWP
107
FAS Wealth Partners
Kansas
$5K – – –
PO
108
Private Ocean
California
$4K – – –
FGAM
109
Financial Gravity Asset Management
Texas
$3.95K -$4.44K -77 -17%
FFA
110
Founders Financial Alliance
North Carolina
$2K +$1.73K +30 New
GEA
111
Glen Eagle Advisors
New Jersey
$1.06K +$577 +10 +100%
MA
112
Montag & Associates
Georgia
$1K – – –
Bank of Montreal
113
Bank of Montreal
Ontario, Canada
$34 – – –
WWM
114
WJ Wealth Management
Arizona
– -$3.03M -47,594 Closed
HWM
115
Horizon Wealth Management
Illinois
– -$1.36M -21,387 Closed
FA
116
Fermata Advisors
California
– -$1.2M -18,867 Closed
MWM
117
MinichMacGregor Wealth Management
New York
– -$852K -13,383 Closed
SA
118
Stewardship Advisors
Pennsylvania
– -$688K -10,806 Closed
FANJ
119
Financial Architects (New Jersey)
New Jersey
– -$607K -9,538 Closed
BCA
120
Bay Colony Advisors
Massachusetts
– -$553K -8,683 Closed
Baird Financial Group
121
Baird Financial Group
Wisconsin
– -$413K -6,486 Closed
CA
122
Cetera Advisors
Colorado
– -$353K -5,546 Closed
FFS
123
Founders Financial Securities
Maryland
– -$312K -4,901 Closed
PAG
124
Private Advisory Group
Washington
– -$296K -4,645 Closed
LWM
125
Laidlaw Wealth Management
New York
– -$284K -4,459 Closed
2 3 4
5
6

RSPF Hedge Fund Activity: Q2 2022 in Review

113 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Equal Weight Financials ETF (RSPF) for Q2 2022, worth a combined $212M — down 22% from $273M a quarter earlier.

Sellers outnumbered buyers: 28 funds closed out of RSPF and 15 opened new positions — a net loss of 13 holders — while 34 trimmed existing stakes and 45 added.

The largest buyer was Morgan Stanley, adding an estimated $4.32M. The largest seller was Bank of America, cutting an estimated $12.5M.

  • 113 institutional investors held Invesco S&P 500 Equal Weight Financials ETF (RSPF) as of Q2 2022, down from 126 in Q1 2022.
  • Funds reported $212M of Invesco S&P 500 Equal Weight Financials ETF stock for Q2 2022, down 22% quarter-over-quarter.
  • 15 funds opened new Invesco S&P 500 Equal Weight Financials ETF positions in Q2 2022 and 28 closed out, a net change of -13 holders.
  • The largest Invesco S&P 500 Equal Weight Financials ETF buyer in Q2 2022 was Morgan Stanley, an estimated $4.32M added.
  • The largest Invesco S&P 500 Equal Weight Financials ETF seller in Q2 2022 was Bank of America, an estimated $12.5M sold.

Based on aggregated 13F filings for Q2 2022.