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Invesco S&P 500 Equal Weight Financials ETF

66 hedge funds and large institutions have $68.4M invested in Invesco S&P 500 Equal Weight Financials ETF in 2020 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 21 increasing their positions, 22 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

88% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 8

20% more capital invested

Capital invested by funds: $56.9M → $68.4M (+$11.5M)

10% more funds holding

Funds holding: 6066 (+6)

0.17% less ownership

Funds ownership: 39.73%39.56% (-0.17%)

5% less repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 22

Holders
66
Holders Change
+6
Holders Change %
+10%
% of All Funds
1.17%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
15
Increased
21
Reduced
22
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$7.5M +$898K +20,649 +15%
Morgan Stanley
2
Morgan Stanley
New York
$6.84M +$2.55M +58,528 +70%
Osaic Holdings
3
Osaic Holdings
Arizona
$4.26M +$102K +2,348 +3%
SAM
4
SignalPoint Asset Management
Missouri
$4.19M -$427K -9,807 -10%
JPLA
5
Joseph P. Lucia & Associates
New York
$3.55M -$147K -3,388 -4%
ACG
6
Allen Capital Group
Nebraska
$3.5M -$28.9K -665 -0.9%
FFWA
7
FRG Family Wealth Advisors
Washington
$3.02M -$411K -9,440 -13%
UCFA
8
United Capital Financial Advisors
Texas
$2.99M +$2.83K +65 +0.1%
UBS Group
9
UBS Group
Switzerland
$2.83M +$37.5K +863 +1%
FFN
10
Focus Financial Network
Minnesota
$2.36M +$98.6K +2,267 +5%
Ameriprise
11
Ameriprise
Minnesota
$2.02M -$107K -2,456 -6%
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$1.96M +$339K +7,795 +24%
RJA
13
Raymond James & Associates
Florida
$1.88M -$369K -8,487 -18%
LPL Financial
14
LPL Financial
California
$1.65M -$23.8K -546 -2%
FWM
15
ForthRight Wealth Management
Georgia
$1.39M +$1.26M +28,899 New
Wells Fargo
16
Wells Fargo
California
$1.39M -$53K -1,219 -4%
CAL
17
Capital Analysts LLC
Pennsylvania
$1.25M -$5.92K -136 -0.5%
RJFSA
18
Raymond James Financial Services Advisors
Florida
$1.2M +$47.2K +1,084 +5%
HighTower Advisors
19
HighTower Advisors
Illinois
$1.18M -$348K -8,004 -25%
Janney Montgomery Scott
20
Janney Montgomery Scott
Pennsylvania
$1.18M +$1.07M +24,658 New
Envestnet Asset Management
21
Envestnet Asset Management
Illinois
$1.13M -$2.36M -54,290 -70%
Susquehanna International Group
22
Susquehanna International Group
Pennsylvania
$1.04M -$15.1K -346 -2%
FF
23
Friedenthal Financial
New Jersey
$727K -$437K -10,053 -40%
OAM
24
Occidental Asset Management
California
$710K +$644K +14,797 New
Goldman Sachs
25
Goldman Sachs
New York
$704K -$435K -10,000 -41%

RSPF Hedge Fund Activity: Q4 2020 in Review

66 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Equal Weight Financials ETF (RSPF) for Q4 2020, worth a combined $68.4M — up 20% from $56.9M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new RSPF positions and 8 closed out — a net gain of 7 holders — while 21 added to existing stakes and 22 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $2.55M. The largest seller was Envestnet Asset Management, cutting an estimated $2.36M.

  • 66 institutional investors held Invesco S&P 500 Equal Weight Financials ETF (RSPF) as of Q4 2020, up from 60 in Q3 2020.
  • Funds reported $68.4M of Invesco S&P 500 Equal Weight Financials ETF stock for Q4 2020, up 20% quarter-over-quarter.
  • 15 funds opened new Invesco S&P 500 Equal Weight Financials ETF positions in Q4 2020 and 8 closed out, a net change of +7 holders.
  • The largest Invesco S&P 500 Equal Weight Financials ETF buyer in Q4 2020 was Morgan Stanley, an estimated $2.55M added.
  • The largest Invesco S&P 500 Equal Weight Financials ETF seller in Q4 2020 was Envestnet Asset Management, an estimated $2.36M sold.

Based on aggregated 13F filings for Q4 2020.