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Invesco S&P 500 Equal Weight Financials ETF

103 hedge funds and large institutions have $154M invested in Invesco S&P 500 Equal Weight Financials ETF in 2025 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 36 increasing their positions, 31 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

16% more repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 31

9% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 11

4% more capital invested

Capital invested by funds: $149M → $154M (+$5.29M)

0.37% more ownership

Funds ownership: 48.23%48.59% (+0.37%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

1% less funds holding

Funds holding: 104103 (-1)

Holders
103
Holders Change
-1
Holders Change %
-0.96%
% of All Funds
1.36%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
12
Increased
36
Reduced
31
Closed
11
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
$19.4M -$166K -2,324 -0.9%
NA
2
NewEdge Advisors
Louisiana
$10.8M +$485K +6,792 +5%
UBS Group
3
UBS Group
Switzerland
$8.01M +$3.21M +44,993 +75%
JGCM
4
Joseph Group Capital Management
Ohio
$7.84M +$30.3K +425 +0.4%
Wealth Enhancement Advisory Services
5
Wealth Enhancement Advisory Services
Minnesota
$7.29M +$255K +3,570 +4%
LPL Financial
6
LPL Financial
California
$7.01M +$103K +1,437 +2%
JPLA
7
Joseph P. Lucia & Associates
New York
$6.12M -$76.6K -1,074 -1%
DIP
8
Davis Investment Partners
North Carolina
$5.69M -$120K -1,683 -2%
Cetera Investment Advisers
9
Cetera Investment Advisers
Illinois
$5.31M -$180K -2,520 -3%
JP Morgan Chase
10
JP Morgan Chase
New York
$4.92M
Morgan Stanley
11
Morgan Stanley
New York
$4.74M -$64.9K -910 -1%
FFA
12
Farther Finance Advisors
California
$4.08M +$149K +2,089 +4%
ACG
13
Allen Capital Group
Nebraska
$4.02M -$102K -1,433 -3%
YWM
14
Yoder Wealth Management
California
$3.21M +$180K +2,521 +6%
PCH
15
PGIM Custom Harvest
New Jersey
$3.14M +$27.5K +386 +0.9%
Wells Fargo
16
Wells Fargo
California
$3.07M -$144K -2,019 -5%
AFG
17
Arkansas Financial Group
Arkansas
$2.85M -$20.2K -283 -0.7%
Osaic Holdings
18
Osaic Holdings
Arizona
$1.89M +$42.5K +596 +2%
Goldman Sachs
19
Goldman Sachs
New York
$1.85M +$145K +2,039 +9%
PAG
20
Private Advisor Group
New Jersey
$1.82M -$902K -12,636 -35%
LOIP
21
Live Oak Investment Partners
Texas
$1.68M +$129K +1,804 +9%
AFP
22
Ausdal Financial Partners
Iowa
$1.66M +$5.21K +73 +0.3%
SFP
23
Sandbox Financial Partners
Maryland
$1.62M -$9.28K -130 -0.6%
HighTower Advisors
24
HighTower Advisors
Illinois
$1.54M +$61.1K +857 +4%
FFN
25
Focus Financial Network
Minnesota
$1.49M -$21.4K -300 -2%

RSPF Hedge Fund Activity: Q2 2025 in Review

103 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Equal Weight Financials ETF (RSPF) for Q2 2025, worth a combined $154M — up 3.6% from $149M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new RSPF positions and 11 closed out — a net gain of 1 holder — while 36 added to existing stakes and 31 trimmed.

The largest buyer was UBS Group, adding an estimated $3.21M. The largest seller was ForthRight Wealth Management, exiting entirely with an estimated $2.3M sold.

  • 103 institutional investors held Invesco S&P 500 Equal Weight Financials ETF (RSPF) as of Q2 2025, down from 104 in Q1 2025.
  • Funds reported $154M of Invesco S&P 500 Equal Weight Financials ETF stock for Q2 2025, up 3.6% quarter-over-quarter.
  • 12 funds opened new Invesco S&P 500 Equal Weight Financials ETF positions in Q2 2025 and 11 closed out, a net change of +1 holder.
  • The largest Invesco S&P 500 Equal Weight Financials ETF buyer in Q2 2025 was UBS Group, an estimated $3.21M added.
  • The largest Invesco S&P 500 Equal Weight Financials ETF seller in Q2 2025 was ForthRight Wealth Management, an estimated $2.3M sold.

Based on aggregated 13F filings for Q2 2025.