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Invesco S&P 500 Equal Weight Financials ETF

98 hedge funds and large institutions have $131M invested in Invesco S&P 500 Equal Weight Financials ETF in 2024 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 19 increasing their positions, 49 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.78% more ownership

Funds ownership: 47.11%48.89% (+1.8%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

1% less capital invested

Capital invested by funds: $132M → $131M (-$1.42M)

3% less funds holding

Funds holding: 10198 (-3)

22% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 9

61% less repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 49

Holders
98
Holders Change
-3
Holders Change %
-2.97%
% of All Funds
1.42%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
7
Increased
19
Reduced
49
Closed
9
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
$15M -$59.3K -962 -0.4%
LPL Financial
2
LPL Financial
California
$8.41M -$135K -2,194 -2%
NA
3
NewEdge Advisors
Louisiana
$6.82M +$6.83M +110,880 +36,235%
JGCM
4
Joseph Group Capital Management
Ohio
$6.29M +$23.3K +378 +0.4%
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$5.41M -$322K -5,224 -6%
JPLA
6
Joseph P. Lucia & Associates
New York
$4.98M -$48.9K -793 -1%
DIP
7
Davis Investment Partners
North Carolina
$4.85M +$639K +10,374 +16%
KAS
8
Kestra Advisory Services
Texas
$4.46M -$127K -2,056 -3%
Morgan Stanley
9
Morgan Stanley
New York
$3.98M -$3.94M -63,973 -50%
JP Morgan Chase
10
JP Morgan Chase
New York
$3.96M +$3.98M +64,600 +6,460,000%
PCH
11
PGIM Custom Harvest
New Jersey
$3.85M -$29.9K -486 -0.8%
SAM
12
SignalPoint Asset Management
Missouri
$3.65M -$24.8K -403 -0.7%
ACG
13
Allen Capital Group
Nebraska
$3.48M -$29.6K -481 -0.8%
Osaic Holdings
14
Osaic Holdings
Arizona
$3.07M +$65.4K +1,061 +2%
UBS Group
15
UBS Group
Switzerland
$2.91M +$191K +3,102 +7%
NWM
16
Napa Wealth Management
California
$2.85M +$2.87M +46,561 New
Wells Fargo
17
Wells Fargo
California
$2.56M -$33.6K -546 -1%
PAG
18
Private Advisor Group
New Jersey
$2.39M -$37.9K -615 -2%
YWM
19
Yoder Wealth Management
California
$2.37M -$105K -1,708 -4%
FWM
20
ForthRight Wealth Management
Georgia
$2.34M -$90.4K -1,467 -4%
AFG
21
Arkansas Financial Group
Arkansas
$2.3M +$80K +1,299 +4%
FFN
22
Focus Financial Network
Minnesota
$2.11M -$40.5K -657 -2%
OMC
23
Old Mission Capital
Illinois
$1.79M +$1.8M +29,149 New
DBIA
24
Dumont & Blake Investment Advisors
New Jersey
$1.59M +$796K +12,919 +100%
LOIP
25
Live Oak Investment Partners
Texas
$1.42M

RSPF Hedge Fund Activity: Q2 2024 in Review

98 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Equal Weight Financials ETF (RSPF) for Q2 2024, worth a combined $131M — down 1.1% from $132M a quarter earlier.

Sellers outnumbered buyers: 9 funds closed out of RSPF and 7 opened new positions — a net loss of 2 holders — while 49 trimmed existing stakes and 19 added.

The largest buyer was NewEdge Advisors, adding an estimated $6.83M. The largest seller was Morgan Stanley, cutting an estimated $3.94M.

  • 98 institutional investors held Invesco S&P 500 Equal Weight Financials ETF (RSPF) as of Q2 2024, down from 101 in Q1 2024.
  • Funds reported $131M of Invesco S&P 500 Equal Weight Financials ETF stock for Q2 2024, down 1.1% quarter-over-quarter.
  • 7 funds opened new Invesco S&P 500 Equal Weight Financials ETF positions in Q2 2024 and 9 closed out, a net change of -2 holders.
  • The largest Invesco S&P 500 Equal Weight Financials ETF buyer in Q2 2024 was NewEdge Advisors, an estimated $6.83M added.
  • The largest Invesco S&P 500 Equal Weight Financials ETF seller in Q2 2024 was Morgan Stanley, an estimated $3.94M sold.

Based on aggregated 13F filings for Q2 2024.