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Invesco S&P 500 Equal Weight Financials ETF

100 hedge funds and large institutions have $146M invested in Invesco S&P 500 Equal Weight Financials ETF in 2024 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 30 increasing their positions, 36 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

11% more capital invested

Capital invested by funds: $131M → $146M (+$15M)

6% more funds holding

Funds holding: 94100 (+6)

0.87% more ownership

Funds ownership: 46.37%47.24% (+0.87%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

17% less repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 36

Holders
100
Holders Change
+6
Holders Change %
+6.38%
% of All Funds
1.32%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
14
Increased
30
Reduced
36
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
$18.6M +$1.15M +15,644 +6%
LPL Financial
2
LPL Financial
California
$9.28M +$1.07M +14,602 +13%
NA
3
NewEdge Advisors
Louisiana
$8.64M +$215K +2,928 +3%
JGCM
4
Joseph Group Capital Management
Ohio
$7.44M -$242K -3,299 -3%
Osaic Holdings
5
Osaic Holdings
Arizona
$5.98M +$3.38M +46,133 +127%
JPLA
6
Joseph P. Lucia & Associates
New York
$5.89M -$54.8K -748 -0.9%
DIP
7
Davis Investment Partners
North Carolina
$5.32M +$38.7K +528 +0.7%
Cetera Investment Advisers
8
Cetera Investment Advisers
Illinois
$5.16M -$318K -4,345 -6%
JP Morgan Chase
9
JP Morgan Chase
New York
$4.68M +$2.42K +33 +0.1%
Morgan Stanley
10
Morgan Stanley
New York
$4.66M -$36.9K -504 -0.8%
ACG
11
Allen Capital Group
Nebraska
$3.96M -$104K -1,422 -3%
PCH
12
PGIM Custom Harvest
New Jersey
$3.93M -$75.7K -1,033 -2%
SAM
13
SignalPoint Asset Management
Missouri
$3.82M -$319K -4,359 -8%
UBS Group
14
UBS Group
Switzerland
$3.1M -$80.3K -1,096 -2%
BAAM
15
Baker Avenue Asset Management
California
$2.95M +$2.99M +40,807 New
YWM
16
Yoder Wealth Management
California
$2.91M +$53.1K +724 +2%
PAG
17
Private Advisor Group
New Jersey
$2.76M -$144K -1,971 -5%
AFG
18
Arkansas Financial Group
Arkansas
$2.71M -$105K -1,433 -4%
Wells Fargo
19
Wells Fargo
California
$2.63M +$50.8K +693 +2%
FWM
20
ForthRight Wealth Management
Georgia
$2.34M -$282K -3,853 -11%
FFN
21
Focus Financial Network
Minnesota
$1.67M -$300K -4,100 -15%
Goldman Sachs
22
Goldman Sachs
New York
$1.61M -$83.6K -1,141 -5%
SFP
23
Sandbox Financial Partners
Maryland
$1.51M +$149K +2,031 +11%
LOIP
24
Live Oak Investment Partners
Texas
$1.5M
HighTower Advisors
25
HighTower Advisors
Illinois
$1.4M +$1.25K +17 +0.1%

RSPF Hedge Fund Activity: Q4 2024 in Review

100 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Equal Weight Financials ETF (RSPF) for Q4 2024, worth a combined $146M — up 11% from $131M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new RSPF positions and 4 closed out — a net gain of 10 holders — while 30 added to existing stakes and 36 trimmed.

The largest buyer was Osaic Holdings, adding an estimated $3.38M. The largest seller was Royal Bank of Canada, cutting an estimated $972K.

  • 100 institutional investors held Invesco S&P 500 Equal Weight Financials ETF (RSPF) as of Q4 2024, up from 94 in Q3 2024.
  • Funds reported $146M of Invesco S&P 500 Equal Weight Financials ETF stock for Q4 2024, up 11% quarter-over-quarter.
  • 14 funds opened new Invesco S&P 500 Equal Weight Financials ETF positions in Q4 2024 and 4 closed out, a net change of +10 holders.
  • The largest Invesco S&P 500 Equal Weight Financials ETF buyer in Q4 2024 was Osaic Holdings, an estimated $3.38M added.
  • The largest Invesco S&P 500 Equal Weight Financials ETF seller in Q4 2024 was Royal Bank of Canada, an estimated $972K sold.

Based on aggregated 13F filings for Q4 2024.