We are live on ! Find out more
RSPF icon

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
Bank of America
1
Bank of America
North Carolina
$33.5M +$9.44M +168,316 +40%
Morgan Stanley
2
Morgan Stanley
New York
$25.3M +$627K +11,180 +3%
UBS Group
3
UBS Group
Switzerland
$14.1M -$238K -4,243 -2%
MFG
4
Marmo Financial Group
Tennessee
$13.7M +$13.6M +242,112 New
LPL Financial
5
LPL Financial
California
$10.2M -$3.58M -63,749 -26%
RJFSA
6
Raymond James Financial Services Advisors
Florida
$9.77M -$1.13M -20,148 -10%
Wells Fargo
7
Wells Fargo
California
$8.18M +$3.9M +69,468 +92%
CAN
8
Cetera Advisor Networks
California
$6.38M +$374K +6,660 +6%
MOS
9
MGO One Seven
Ohio
$6.3M -$2.34M -41,633 -27%
FIM
10
Freedom Investment Management
Connecticut
$5.74M -$275K -4,908 -5%
KAS
11
Kestra Advisory Services
Texas
$5.6M -$124K -2,219 -2%
JPLA
12
Joseph P. Lucia & Associates
New York
$5.47M -$161K -2,873 -3%
FFN
13
Focus Financial Network
Minnesota
$5.39M -$31.2K -556 -0.6%
RJA
14
Raymond James & Associates
Florida
$5.25M +$2.03M +36,172 +64%
CAG
15
Csenge Advisory Group
Florida
$5.17M +$65.6K +1,169 +1%
Ameriprise
16
Ameriprise
Minnesota
$4.53M +$256K +4,570 +6%
DIP
17
Davis Investment Partners
North Carolina
$3.3M +$2.99M +53,302 New
SAM
18
SignalPoint Asset Management
Missouri
$3.25M -$65.4K -1,165 -2%
Osaic Holdings
19
Osaic Holdings
Arizona
$3.15M +$840K +14,974 +37%
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
$2.41M -$247K -4,395 -9%
FWM
21
ForthRight Wealth Management
Georgia
$2.29M +$52.6K +938 +2%
FFWA
22
FRG Family Wealth Advisors
Washington
$2.26M -$116K -2,070 -5%
PCH
23
PGIM Custom Harvest
New Jersey
$1.72M +$1.71M +30,477 New
TCFP
24
Treasure Coast Financial Planning
Florida
$1.6M -$880K -15,693 -36%
WI
25
Wintrust Investments
Illinois
$1.48M +$70.1K +1,250 +5%

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.