Invesco S&P 500 Equal Weight Financials ETF
RSPF
100 hedge funds and large institutions have $125M invested in Invesco S&P 500 Equal Weight Financials ETF in 2023 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 19 increasing their positions, 45 reducing their positions, and 4 closing their positions.
250% more first-time investments, than exits
New positions opened: 14 | Existing positions closed: 4
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
10% more funds holding
Funds holding: 91 → 100 (+9)
10% more capital invested
Capital invested by funds: $114M → $125M (+$11M)
2.26% more ownership
Funds ownership: 45.03% → 47.29% (+2.3%)
58% less repeat investments, than reductions
Existing positions increased: 19 | Existing positions reduced: 45
Top Buyers
Top Sellers
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
-$3.56M |
| 2 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$1.82M |
| 3 |
FFN
Focus Financial Network
Minneapolis,
Minnesota
|
-$1.57M |
| 4 |
Lido Advisors
Los Angeles,
California
|
-$1.52M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$1.22M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
101
JP Morgan Chase
New York
| $58 | – | – | – |
|
|
FTUS
102
Flow Traders U.S.
New York
| – | -$709K | -13,981 | Closed |
|
|
SPIA
103
Steward Partners Investment Advisory
New York
| – | -$239K | -4,721 | Closed |
|
|
BW
104
Bison Wealth
Atlanta,
Georgia
| – | -$209K | -4,130 | Closed |
|
|
CWC
105
Carolinas Wealth Consulting
Charlotte,
North Carolina
| – | -$3.46K | -70 | Closed |
|
RSPF Hedge Fund Activity: Q4 2023 in Review
100 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Equal Weight Financials ETF (RSPF) for Q4 2023, worth a combined $125M — up 9.6% from $114M a quarter earlier.
Buyers outnumbered sellers: 14 funds opened new RSPF positions and 4 closed out — a net gain of 10 holders — while 19 added to existing stakes and 45 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $6.17M. The largest seller was Ameriprise, cutting an estimated $3.56M.
- 100 institutional investors held Invesco S&P 500 Equal Weight Financials ETF (RSPF) as of Q4 2023, up from 91 in Q3 2023.
- Funds reported $125M of Invesco S&P 500 Equal Weight Financials ETF stock for Q4 2023, up 9.6% quarter-over-quarter.
- 14 funds opened new Invesco S&P 500 Equal Weight Financials ETF positions in Q4 2023 and 4 closed out, a net change of +10 holders.
- The largest Invesco S&P 500 Equal Weight Financials ETF buyer in Q4 2023 was Morgan Stanley, an estimated $6.17M added.
- The largest Invesco S&P 500 Equal Weight Financials ETF seller in Q4 2023 was Ameriprise, an estimated $3.56M sold.
Based on aggregated 13F filings for Q4 2023.