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Invesco S&P 500 Equal Weight Financials ETF

94 hedge funds and large institutions have $131M invested in Invesco S&P 500 Equal Weight Financials ETF in 2024 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 27 increasing their positions, 39 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

1% more capital invested

Capital invested by funds: $131M → $131M (+$709K)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

2.52% less ownership

Funds ownership: 48.89%46.37% (-2.5%)

4% less funds holding

Funds holding: 9894 (-4)

31% less repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 39

38% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 8

Holders
94
Holders Change
-4
Holders Change %
-4.08%
% of All Funds
1.35%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
5
Increased
27
Reduced
39
Closed
8
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
$16.7M -$201K -3,058 -1%
NA
2
NewEdge Advisors
Louisiana
$8.03M +$345K +5,239 +5%
LPL Financial
3
LPL Financial
California
$7.84M -$1.55M -23,495 -17%
JGCM
4
Joseph Group Capital Management
Ohio
$7.32M +$228K +3,469 +3%
JPLA
5
Joseph P. Lucia & Associates
New York
$5.67M +$58.9K +896 +1%
Cetera Investment Advisers
6
Cetera Investment Advisers
Illinois
$5.22M -$833K -12,662 -14%
DIP
7
Davis Investment Partners
North Carolina
$5.14M -$101K -1,540 -2%
Morgan Stanley
8
Morgan Stanley
New York
$4.47M -$1.97K -30 -0%
JP Morgan Chase
9
JP Morgan Chase
New York
$4.46M +$2.37K +36 +0.1%
SAM
10
SignalPoint Asset Management
Missouri
$3.94M -$149K -2,260 -4%
ACG
11
Allen Capital Group
Nebraska
$3.87M -$50.7K -771 -1%
PCH
12
PGIM Custom Harvest
New Jersey
$3.82M -$491K -7,463 -12%
UBS Group
13
UBS Group
Switzerland
$3.03M -$231K -3,516 -7%
PAG
14
Private Advisor Group
New Jersey
$2.77M +$74.4K +1,132 +3%
YWM
15
Yoder Wealth Management
California
$2.73M +$54.4K +827 +2%
AFG
16
Arkansas Financial Group
Arkansas
$2.69M +$93.8K +1,427 +4%
Osaic Holdings
17
Osaic Holdings
Arizona
$2.52M -$893K -13,584 -27%
FWM
18
ForthRight Wealth Management
Georgia
$2.5M -$133K -2,026 -5%
Wells Fargo
19
Wells Fargo
California
$2.46M -$398K -6,056 -15%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$2.03M +$738K +11,224 +62%
FFN
21
Focus Financial Network
Minnesota
$1.87M -$330K -5,023 -16%
Goldman Sachs
22
Goldman Sachs
New York
$1.62M +$115K +1,742 +8%
LOIP
23
Live Oak Investment Partners
Texas
$1.51M
WAM
24
Walker Asset Management
Missouri
$1.34M -$110K -1,669 -8%
FFWA
25
FRG Family Wealth Advisors
Washington
$1.34M

RSPF Hedge Fund Activity: Q3 2024 in Review

94 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Equal Weight Financials ETF (RSPF) for Q3 2024, worth a combined $131M — up 0.54% from $131M a quarter earlier.

Sellers outnumbered buyers: 8 funds closed out of RSPF and 5 opened new positions — a net loss of 3 holders — while 39 trimmed existing stakes and 27 added.

The largest buyer was Royal Bank of Canada, adding an estimated $738K. The largest seller was Kestra Advisory Services, cutting an estimated $3.95M.

  • 94 institutional investors held Invesco S&P 500 Equal Weight Financials ETF (RSPF) as of Q3 2024, down from 98 in Q2 2024.
  • Funds reported $131M of Invesco S&P 500 Equal Weight Financials ETF stock for Q3 2024, up 0.54% quarter-over-quarter.
  • 5 funds opened new Invesco S&P 500 Equal Weight Financials ETF positions in Q3 2024 and 8 closed out, a net change of -3 holders.
  • The largest Invesco S&P 500 Equal Weight Financials ETF buyer in Q3 2024 was Royal Bank of Canada, an estimated $738K added.
  • The largest Invesco S&P 500 Equal Weight Financials ETF seller in Q3 2024 was Kestra Advisory Services, an estimated $3.95M sold.

Based on aggregated 13F filings for Q3 2024.