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Invesco S&P 500 Equal Weight Financials ETF

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.

New
Increased
Maintained
Reduced
Closed

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: 12 (+1)

10% more funds holding

Funds holding: 91100 (+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

Holders
100
Holders Change
+9
Holders Change %
+9.89%
% of All Funds
1.46%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
14
Increased
19
Reduced
45
Closed
4
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
$17.9M -$1.22M -22,954 -7%
Morgan Stanley
2
Morgan Stanley
New York
$15M +$6.17M +115,935 +82%
LPL Financial
3
LPL Financial
California
$8.14M -$661K -12,422 -8%
CAN
4
Cetera Advisor Networks
California
$6.27M -$24.3K -457 -0.4%
KAS
5
Kestra Advisory Services
Texas
$5.54M -$122K -2,293 -2%
JPLA
6
Joseph P. Lucia & Associates
New York
$4.84M -$279K -5,255 -6%
PCH
7
PGIM Custom Harvest
New Jersey
$3.81M -$253K -4,754 -7%
SAM
8
SignalPoint Asset Management
Missouri
$3.73M +$31.1K +585 +0.9%
ACG
9
Allen Capital Group
Nebraska
$3.43M -$42.5K -799 -1%
DIP
10
Davis Investment Partners
North Carolina
$3.15M +$493K +9,277 +21%
PAG
11
Private Advisor Group
New Jersey
$3.11M +$795K +14,943 +39%
UBS Group
12
UBS Group
Switzerland
$2.71M -$310K -5,831 -11%
YWM
13
Yoder Wealth Management
California
$2.46M +$26.1K +491 +1%
FWM
14
ForthRight Wealth Management
Georgia
$2.44M +$55.5K +1,043 +3%
Wells Fargo
15
Wells Fargo
California
$2.26M -$45.5K -855 -2%
Osaic Holdings
16
Osaic Holdings
Arizona
$2.14M -$696K -13,087 -26%
FFN
17
Focus Financial Network
Minnesota
$2.04M -$1.57M -29,438 -46%
AFG
18
Arkansas Financial Group
Arkansas
$1.99M +$262K +4,925 +17%
FFWA
19
FRG Family Wealth Advisors
Washington
$1.99M -$223K -4,195 -11%
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
$1.91M +$1.21M +22,730 +230%
IWM
21
IHT Wealth Management
Illinois
$1.54M +$1.4M +26,310 New
WAM
22
Walker Asset Management
Missouri
$1.31M +$1.86K +35 +0.2%
Citadel Advisors
23
Citadel Advisors
Florida
$1.3M -$209K -3,928 -15%
Goldman Sachs
24
Goldman Sachs
New York
$1.27M
HighTower Advisors
25
HighTower Advisors
Illinois
$1.22M -$49.1K -924 -4%

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.