Invesco S&P 500 Equal Weight Financials ETF
RSPF
100 hedge funds and large institutions have $132M invested in Invesco S&P 500 Equal Weight Financials ETF in 2024 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 21 increasing their positions, 43 reducing their positions, and 11 closing their positions.
50% more funds holding in top 10
Funds holding in top 10: 2 → 3 (+1)
13% more capital invested
Capital invested by funds: $117M → $132M (+$14.7M)
2.67% more ownership
Funds ownership: 44.43% → 47.11% (+2.7%)
0% more funds holding
Funds holding: 100 → 100 (0)
0% more first-time investments, than exits
New positions opened: 11 | Existing positions closed: 11
51% less repeat investments, than reductions
Existing positions increased: 21 | Existing positions reduced: 43
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JGCM
Joseph Group Capital Management
Columbus,
Ohio
|
+$6.16M |
| 2 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$5.64M |
| 3 |
SFP
Sandbox Financial Partners
Bethesda,
Maryland
|
+$1.02M |
| 4 |
BFG
Berger Financial Group
Plymouth,
Minnesota
|
+$757K |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
+$748K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$3.59M |
| 2 |
IWM
IHT Wealth Management
Chicago,
Illinois
|
-$1.54M |
| 3 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$1.53M |
| 4 |
KAS
Kestra Advisory Services
Austin,
Texas
|
-$1.18M |
| 5 |
AWM
AE Wealth Management
Topeka,
Kansas
|
-$1.09M |
RSPF Hedge Fund Activity: Q1 2024 in Review
100 of the 6,958 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Equal Weight Financials ETF (RSPF) for Q1 2024, worth a combined $132M — up 13% from $117M a quarter earlier.
Fund positioning in RSPF was balanced in Q1 2024: 11 funds opened new positions, 11 closed out, 21 added to existing stakes and 43 trimmed.
The largest buyer was Joseph Group Capital Management, opening a new position worth an estimated $6.16M. The largest seller was Bank of America, cutting an estimated $3.59M.
- 100 institutional investors held Invesco S&P 500 Equal Weight Financials ETF (RSPF) as of Q1 2024, unchanged from Q4 2023.
- Funds reported $132M of Invesco S&P 500 Equal Weight Financials ETF stock for Q1 2024, up 13% quarter-over-quarter.
- 11 funds opened new Invesco S&P 500 Equal Weight Financials ETF positions in Q1 2024 and 11 closed out, a net change of 0 holders.
- The largest Invesco S&P 500 Equal Weight Financials ETF buyer in Q1 2024 was Joseph Group Capital Management, an estimated $6.16M added.
- The largest Invesco S&P 500 Equal Weight Financials ETF seller in Q1 2024 was Bank of America, an estimated $3.59M sold.
Based on aggregated 13F filings for Q1 2024.