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Invesco S&P 500 Equal Weight Financials ETF

99 hedge funds and large institutions have $177M invested in Invesco S&P 500 Equal Weight Financials ETF in 2022 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 31 increasing their positions, 43 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

1.27% less ownership

Funds ownership: 49.33%48.07% (-1.3%)

12% less funds holding

Funds holding: 11399 (-14)

16% less capital invested

Capital invested by funds: $212M → $177M (-$35M)

28% less repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 43

65% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 20

Holders
99
Holders Change
-14
Holders Change %
-12.39%
% of All Funds
1.71%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
7
Increased
31
Reduced
43
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WWM
101
Western Wealth Management
Colorado
-$2.24M -42,064 Closed
NA
102
NewEdge Advisors
Louisiana
-$1.43M -26,877 Closed
ETIA
103
Epic Trust Investment Advisors
Washington
-$852K -16,020 Closed
JP Morgan Chase
104
JP Morgan Chase
New York
-$750K -14,110 Closed
FTUS
105
Flow Traders U.S.
New York
-$317K -5,957 Closed
USCWA
106
U.S. Capital Wealth Advisors
Texas
-$247K -4,649 Closed
SIA
107
SkyView Investment Advisors
New Jersey
-$232K -4,366 Closed
Janney Montgomery Scott
108
Janney Montgomery Scott
Pennsylvania
-$213K -3,942 Closed
KPW
109
Kore Private Wealth
New York
-$207K -3,901 Closed
RJT
110
Raymond James Trust
Florida
-$205K -3,855 Closed
WAP
111
Wealthcare Advisory Partners
Pennsylvania
-$203K -3,813 Closed
RG
112
Retirement Group
California
-$54K -1,008 Closed
Simplex Trading
113
Simplex Trading
Illinois
-$26K -493 Closed
SWM
114
Spire Wealth Management
Virginia
-$24K -450 Closed
CA
115
Clearstead Advisors
Ohio
-$20K -373 Closed
VVP
116
Venture Visionary Partners
Ohio
-$15.7K -295 Closed
MCC
117
Money Concepts Capital
Florida
-$11K -203 Closed
DI
118
Disciplined Investments
Oklahoma
-$7K -139 Closed
FFA
119
Founders Financial Alliance
North Carolina
-$2K -30 Closed
Citigroup
120
Citigroup
New York
+$56 +1 New

RSPF Hedge Fund Activity: Q3 2022 in Review

99 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Equal Weight Financials ETF (RSPF) for Q3 2022, worth a combined $177M — down 16% from $212M a quarter earlier.

Sellers outnumbered buyers: 20 funds closed out of RSPF and 7 opened new positions — a net loss of 13 holders — while 43 trimmed existing stakes and 31 added.

The largest buyer was MGO One Seven, adding an estimated $8.31M. The largest seller was Bank of America, cutting an estimated $12M.

  • 99 institutional investors held Invesco S&P 500 Equal Weight Financials ETF (RSPF) as of Q3 2022, down from 113 in Q2 2022.
  • Funds reported $177M of Invesco S&P 500 Equal Weight Financials ETF stock for Q3 2022, down 16% quarter-over-quarter.
  • 7 funds opened new Invesco S&P 500 Equal Weight Financials ETF positions in Q3 2022 and 20 closed out, a net change of -13 holders.
  • The largest Invesco S&P 500 Equal Weight Financials ETF buyer in Q3 2022 was MGO One Seven, an estimated $8.31M added.
  • The largest Invesco S&P 500 Equal Weight Financials ETF seller in Q3 2022 was Bank of America, an estimated $12M sold.

Based on aggregated 13F filings for Q3 2022.