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Invesco S&P 500 Equal Weight Financials ETF

104 hedge funds and large institutions have $149M invested in Invesco S&P 500 Equal Weight Financials ETF in 2025 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 27 increasing their positions, 39 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

117% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 6

4% more funds holding

Funds holding: 100104 (+4)

2% more capital invested

Capital invested by funds: $146M → $149M (+$2.33M)

0.98% more ownership

Funds ownership: 47.24%48.23% (+0.98%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

31% less repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 39

Holders
104
Holders Change
+4
Holders Change %
+4%
% of All Funds
1.39%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
13
Increased
27
Reduced
39
Closed
6
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
$18.7M +$368 +5 +0%
NA
2
NewEdge Advisors
Louisiana
$9.85M +$1.21M +16,387 +14%
JGCM
3
Joseph Group Capital Management
Ohio
$7.44M -$11.9K -161 -0.2%
LPL Financial
4
LPL Financial
California
$6.58M -$2.77M -37,579 -29%
Wealth Enhancement Advisory Services
5
Wealth Enhancement Advisory Services
Minnesota
$6.55M +$6.45M +87,526 +3,138%
JPLA
6
Joseph P. Lucia & Associates
New York
$5.91M +$9.21K +125 +0.2%
Cetera Investment Advisers
7
Cetera Investment Advisers
Illinois
$5.24M +$68.3K +928 +1%
DIP
8
Davis Investment Partners
North Carolina
$5.15M +$39.5K +537 +0.7%
JP Morgan Chase
9
JP Morgan Chase
New York
$4.69M -$5.16K -70 -0.1%
Morgan Stanley
10
Morgan Stanley
New York
$4.58M -$84.1K -1,142 -2%
UBS Group
11
UBS Group
Switzerland
$4.37M +$1.28M +17,413 +41%
ACG
12
Allen Capital Group
Nebraska
$3.94M -$29.5K -400 -0.7%
FFA
13
Farther Finance Advisors
California
$3.74M +$3.8M +51,534 New
Wells Fargo
14
Wells Fargo
California
$3.08M +$445K +6,043 +17%
PCH
15
PGIM Custom Harvest
New Jersey
$2.96M -$996K -13,526 -25%
YWM
16
Yoder Wealth Management
California
$2.88M -$43.3K -588 -1%
PAG
17
Private Advisor Group
New Jersey
$2.65M -$124K -1,687 -4%
AFG
18
Arkansas Financial Group
Arkansas
$2.49M +$17.7K +240 +0.6%
FWM
19
ForthRight Wealth Management
Georgia
$2.3M -$46.8K -636 -2%
SI
20
Shaker Investments
Ohio
$1.87M +$1.9M +25,835 New
Osaic Holdings
21
Osaic Holdings
Arizona
$1.76M -$4.3M -58,375 -71%
Goldman Sachs
22
Goldman Sachs
New York
$1.62M
AFP
23
Ausdal Financial Partners
Iowa
$1.58M +$435K +5,912 +37%
Stifel Financial
24
Stifel Financial
Missouri
$1.57M +$191K +2,598 +14%
SFP
25
Sandbox Financial Partners
Maryland
$1.55M +$42.9K +583 +3%

RSPF Hedge Fund Activity: Q1 2025 in Review

104 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Equal Weight Financials ETF (RSPF) for Q1 2025, worth a combined $149M — up 1.6% from $146M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new RSPF positions and 6 closed out — a net gain of 7 holders — while 27 added to existing stakes and 39 trimmed.

The largest buyer was Wealth Enhancement Advisory Services, adding an estimated $6.45M. The largest seller was Osaic Holdings, cutting an estimated $4.3M.

  • 104 institutional investors held Invesco S&P 500 Equal Weight Financials ETF (RSPF) as of Q1 2025, up from 100 in Q4 2024.
  • Funds reported $149M of Invesco S&P 500 Equal Weight Financials ETF stock for Q1 2025, up 1.6% quarter-over-quarter.
  • 13 funds opened new Invesco S&P 500 Equal Weight Financials ETF positions in Q1 2025 and 6 closed out, a net change of +7 holders.
  • The largest Invesco S&P 500 Equal Weight Financials ETF buyer in Q1 2025 was Wealth Enhancement Advisory Services, an estimated $6.45M added.
  • The largest Invesco S&P 500 Equal Weight Financials ETF seller in Q1 2025 was Osaic Holdings, an estimated $4.3M sold.

Based on aggregated 13F filings for Q1 2025.