We are live on ! Find out more
RSPF icon

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
Morgan Stanley
1
Morgan Stanley
New York
$22.4M -$4.23M -75,955 -15%
Bank of America
2
Bank of America
North Carolina
$21.8M -$12M -214,498 -34%
UBS Group
3
UBS Group
Switzerland
$13M +$7.29M +130,761 +106%
LPL Financial
4
LPL Financial
California
$12.6M -$965K -17,315 -7%
RJFSA
5
Raymond James Financial Services Advisors
Florida
$9.91M -$1.54M -27,706 -13%
FIM
6
Freedom Investment Management
Connecticut
$5.47M +$7.41K +133 +0.1%
CAN
7
Cetera Advisor Networks
California
$5.45M +$349K +6,272 +6%
KAS
8
Kestra Advisory Services
Texas
$5.2M +$3.43M +61,500 +153%
JPLA
9
Joseph P. Lucia & Associates
New York
$5.12M +$129K +2,318 +2%
FFN
10
Focus Financial Network
Minnesota
$4.93M +$289K +5,181 +6%
CAG
11
Csenge Advisory Group
Florida
$4.64M +$2.17M +39,006 +76%
Ameriprise
12
Ameriprise
Minnesota
$3.87M +$3.6M +64,624 +595%
Wells Fargo
13
Wells Fargo
California
$3.87M +$284K +5,105 +7%
ACG
14
Allen Capital Group
Nebraska
$3.38M -$46.2K -829 -1%
SAM
15
SignalPoint Asset Management
Missouri
$3.01M +$60.4K +1,084 +2%
RJA
16
Raymond James & Associates
Florida
$2.91M -$10.3M -184,117 -76%
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$2.41M -$2.05M -36,724 -44%
TCFP
18
Treasure Coast Financial Planning
Florida
$2.26M -$535K -9,594 -18%
FFWA
19
FRG Family Wealth Advisors
Washington
$2.16M
Osaic Holdings
20
Osaic Holdings
Arizona
$2.09M -$156K -2,802 -6%
FWM
21
ForthRight Wealth Management
Georgia
$2.03M +$59.1K +1,060 +3%
HighTower Advisors
22
HighTower Advisors
Illinois
$1.99M +$961K +17,249 +80%
HI
23
Harbour Investments
Wisconsin
$1.78M
APA
24
American Portfolios Advisors
New York
$1.76M +$389K +6,985 +26%
Envestnet Asset Management
25
Envestnet Asset Management
Illinois
$1.72M -$314K -5,643 -14%

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.