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Invesco S&P 500 Equal Weight Financials ETF

109 hedge funds and large institutions have $217M invested in Invesco S&P 500 Equal Weight Financials ETF in 2022 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 25 increasing their positions, 41 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more funds holding in top 10

Funds holding in top 10: 13 (+2)

92% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 12

22% more capital invested

Capital invested by funds: $177M → $217M (+$39.7M)

10% more funds holding

Funds holding: 99109 (+10)

4.29% more ownership

Funds ownership: 48.07%52.36% (+4.3%)

39% less repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 41

Holders
109
Holders Change
+10
Holders Change %
+10.1%
% of All Funds
1.75%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.05%
New
23
Increased
25
Reduced
41
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MWM
101
MinichMacGregor Wealth Management
New York
$6.34K +$6.28K +112 New
GWMI
102
Guardian Wealth Management (Illinois)
Illinois
$5.85K -$11.6K -206 -66%
FWP
103
FAS Wealth Partners
Kansas
$5.64K
PO
104
Private Ocean
California
$5.08K
Carson Wealth (CWM LLC)
105
Carson Wealth (CWM LLC)
Nebraska
$5K
PAG
106
Private Advisor Group
New Jersey
$4.73K +$3.47M +61,840 +282%
HGWM
107
Harvest Group Wealth Management
Massachusetts
$3.55K +$3.53K +63 New
MA
108
Montag & Associates
Georgia
$1.41K
PA
109
Parallel Advisors
California
$1.13K
MRCM
110
M&R Capital Management
New Jersey
$1.13K +$1.12K +20 New
GEA
111
Glen Eagle Advisors
New Jersey
$564
ACG
112
Allen Capital Group
Nebraska
-$3.38M -65,922 Closed
Prudential Financial
113
Prudential Financial
New Jersey
-$1.69M -32,657 Closed
Citadel Advisors
114
Citadel Advisors
Florida
-$1.28M -25,010 Closed
TRCT
115
Tower Research Capital (TRC)
New York
-$746K -14,573 Closed
MW
116
MBL Wealth
North Carolina
-$568K -11,096 Closed
Susquehanna International Group
117
Susquehanna International Group
Pennsylvania
-$262K -5,112 Closed
EH
118
Equitable Holdings
New York
-$218K -4,258 Closed
WT
119
Whittier Trust
California
-$23K -449 Closed
LDFR
120
Lehman & Derafelo Financial Resources
Pennsylvania
-$6K -121 Closed
PMFA
121
Plante Moran Financial Advisors
Michigan
-$6K -121 Closed
BFEC
122
Benjamin F. Edwards & Company
Missouri
-$3K -65 Closed

RSPF Hedge Fund Activity: Q4 2022 in Review

109 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Equal Weight Financials ETF (RSPF) for Q4 2022, worth a combined $217M — up 22% from $177M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new RSPF positions and 12 closed out — a net gain of 11 holders — while 25 added to existing stakes and 41 trimmed.

The largest buyer was Bank of America, adding an estimated $9.44M. The largest seller was LPL Financial, cutting an estimated $3.58M.

  • 109 institutional investors held Invesco S&P 500 Equal Weight Financials ETF (RSPF) as of Q4 2022, up from 99 in Q3 2022.
  • Funds reported $217M of Invesco S&P 500 Equal Weight Financials ETF stock for Q4 2022, up 22% quarter-over-quarter.
  • 23 funds opened new Invesco S&P 500 Equal Weight Financials ETF positions in Q4 2022 and 12 closed out, a net change of +11 holders.
  • The largest Invesco S&P 500 Equal Weight Financials ETF buyer in Q4 2022 was Bank of America, an estimated $9.44M added.
  • The largest Invesco S&P 500 Equal Weight Financials ETF seller in Q4 2022 was LPL Financial, an estimated $3.58M sold.

Based on aggregated 13F filings for Q4 2022.