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Invesco S&P 500 Equal Weight Financials ETF

103 hedge funds and large institutions have $164M invested in Invesco S&P 500 Equal Weight Financials ETF in 2025 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 39 increasing their positions, 38 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 5

7% more capital invested

Capital invested by funds: $154M → $164M (+$10M)

1.61% more ownership

Funds ownership: 48.59%50.2% (+1.6%)

3% more repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 38

0% more funds holding

Funds holding: 103103 (0)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
103
Holders Change
Holders Change %
0%
% of All Funds
1.35%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
7
Increased
39
Reduced
38
Closed
5
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
$21.8M +$1.95M +25,274 +10%
NA
2
NewEdge Advisors
Louisiana
$11.9M +$833K +10,787 +8%
Cetera Investment Advisers
3
Cetera Investment Advisers
Illinois
$8.85M +$3.4M +44,013 +63%
JGCM
4
Joseph Group Capital Management
Ohio
$8.1M +$80K +1,036 +1%
UBS Group
5
UBS Group
Switzerland
$7.94M -$245K -3,176 -3%
Wealth Enhancement Advisory Services
6
Wealth Enhancement Advisory Services
Minnesota
$7.33M +$2.63K +34 +0%
LPL Financial
7
LPL Financial
California
$7.03M -$132K -1,708 -2%
JPLA
8
Joseph P. Lucia & Associates
New York
$6.24M -$17K -220 -0.3%
DIP
9
Davis Investment Partners
North Carolina
$5.6M -$129K -1,670 -2%
JP Morgan Chase
10
JP Morgan Chase
New York
$5.07M +$41.5K +538 +0.8%
Morgan Stanley
11
Morgan Stanley
New York
$4.83M -$16.9K -219 -0.4%
ACG
12
Allen Capital Group
Nebraska
$4.08M -$24.4K -316 -0.6%
FFA
13
Farther Finance Advisors
California
$4.03M -$137K -1,772 -3%
Wells Fargo
14
Wells Fargo
California
$3.66M +$514K +6,661 +16%
YWM
15
Yoder Wealth Management
California
$3.4M +$122K +1,582 +4%
PCH
16
PGIM Custom Harvest
New Jersey
$3.12M -$83.5K -1,082 -3%
AFG
17
Arkansas Financial Group
Arkansas
$2.79M -$121K -1,565 -4%
Osaic Holdings
18
Osaic Holdings
Arizona
$1.9M -$48.1K -623 -3%
LOIP
19
Live Oak Investment Partners
Texas
$1.8M +$79.9K +1,035 +5%
PAG
20
Private Advisor Group
New Jersey
$1.79M -$64.5K -835 -3%
AFP
21
Ausdal Financial Partners
Iowa
$1.73M +$38.4K +497 +2%
Goldman Sachs
22
Goldman Sachs
New York
$1.73M -$157K -2,039 -8%
SFP
23
Sandbox Financial Partners
Maryland
$1.68M +$26.4K +342 +2%
WAM
24
Walker Asset Management
Missouri
$1.59M +$136K +1,762 +9%
HighTower Advisors
25
HighTower Advisors
Illinois
$1.56M -$19.5K -253 -1%

RSPF Hedge Fund Activity: Q3 2025 in Review

103 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Equal Weight Financials ETF (RSPF) for Q3 2025, worth a combined $164M — up 6.5% from $154M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new RSPF positions and 5 closed out — a net gain of 2 holders — while 39 added to existing stakes and 38 trimmed.

The largest buyer was Cetera Investment Advisers, adding an estimated $3.4M. The largest seller was Commonwealth Equity Services, cutting an estimated $657K.

  • 103 institutional investors held Invesco S&P 500 Equal Weight Financials ETF (RSPF) as of Q3 2025, unchanged from Q2 2025.
  • Funds reported $164M of Invesco S&P 500 Equal Weight Financials ETF stock for Q3 2025, up 6.5% quarter-over-quarter.
  • 7 funds opened new Invesco S&P 500 Equal Weight Financials ETF positions in Q3 2025 and 5 closed out, a net change of +2 holders.
  • The largest Invesco S&P 500 Equal Weight Financials ETF buyer in Q3 2025 was Cetera Investment Advisers, an estimated $3.4M added.
  • The largest Invesco S&P 500 Equal Weight Financials ETF seller in Q3 2025 was Commonwealth Equity Services, an estimated $657K sold.

Based on aggregated 13F filings for Q3 2025.