
Invesco S&P 500 Equal Weight Financials is an exchange-traded fund on ARCA. As of Q3 2025, 102 institutional investors hold shares in this ETF, with total holdings valued at $164.0M. BANK OF AMERICA CORP /DE/ is the largest holder with a position valued at $21.8M.
Overview of institutional ownership in RSPF as of Q3 2025
Institutions with the largest positions in RSPF as of Q3 2025
| Institution | Position Value |
|---|---|
BANK OF AMERICA CORP /DE/ Institution | $21.8M 0.00% of portfolio |
Goss Wealth Management LLC RIA/Wealth | $11.9M 0.05% of portfolio |
Cetera Investment Advisers RIA/Wealth | $8.8M 0.01% of portfolio |
Joseph Group Capital Management RIA/Wealth | $8.1M 2.28% of portfolio |
UBS Group AG Institution | $7.9M 0.00% of portfolio |
$7.3M 0.01% of portfolio | |
L LPL Financial LLC Institution | $7.0M 0.00% of portfolio |
J Joseph P. Lucia & Associates, LLC RIA/Wealth | $6.2M 2.36% of portfolio |
D Davis Investment Partners, LLC RIA/Wealth | $5.6M 1.91% of portfolio |
JPMORGAN CHASE & CO Institution | $5.1M 0.00% of portfolio |
Institutional buying and selling activity for RSPF in Q3 2025
| Institution | Net Bought |
|---|---|
Cetera Investment Advisers RIA/Wealth | +$3.4M +44.0K shares |
BANK OF AMERICA CORP /DE/ Institution | +$2.0M +25.3K shares |
THRIVENT FINANCIAL FOR LUTHERANS Insurance Manager | +$1.3M +16.1K shares |
Goss Wealth Management LLC RIA/Wealth | +$839.0K +10.8K shares |
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity | +$639.6K +8.2K shares |
SILVER OAK SECURITIES, Inc RIA/Wealth | +$521.8K +6.7K shares |
WELLS FARGO & COMPANY/MN Institution | +$518.1K +6.7K shares |
Kestra Advisory Services, LLC RIA/Wealth | +$304.3K +3.9K shares |
Accordant Advisory Group Inc RIA/Wealth | +$270.4K +3.5K shares |
Walker Asset Management, LLC RIA/Wealth | +$137.0K +1.8K shares |
| Institution | Net Sold |
|---|---|
Ballast, Inc. RIA/Wealth | −$6.1M −80.4K shares |
COMMONWEALTH EQUITY SERVICES, LLC. RIA/Wealth | −$662.0K −8.5K shares |
BB&T CORP Institution | −$655.9K −8.6K shares |
Eqis Capital Management, Inc. RIA/Wealth | −$581.4K −7.6K shares |
UBS Group AG Institution | −$247.0K −3.2K shares |
GOLDMAN SACHS GROUP INC Institution | −$158.6K −2.0K shares |
Farther Finance Advisors, LLC RIA/Wealth | −$137.8K −1.8K shares |
L LPL Financial LLC Institution | −$132.8K −1.7K shares |
D Davis Investment Partners, LLC RIA/Wealth | −$128.8K −1.7K shares |
F FRG Family Wealth Advisors LLC RIA/Wealth | −$118.6K −1.5K shares |
Institutions that initiated new positions or completely exited RSPF in Q3 2025
| Institution | Position Value |
|---|---|
THRIVENT FINANCIAL FOR LUTHERANS Insurance Manager | $1.3M 16.1K shares |
Accordant Advisory Group Inc RIA/Wealth | $270.4K 3.5K shares |
Princeton Global Asset Management LLC RIA/Wealth | $10.4K 134.0 shares |
Rockefeller Capital Management L.P. Long Only Manager | $9.7K 125.0 shares |
| Institution | Previous Position |
|---|---|
Ballast, Inc. RIA/Wealth | $6.1M 80.4K shares |
BB&T CORP Institution | $655.9K 8.6K shares |
Eqis Capital Management, Inc. RIA/Wealth | $581.4K 7.6K shares |
SRS Capital Advisors, Inc. RIA/Wealth | $30.4K 400.0 shares |
Glenmede Investment Management, LP Long Only Manager | $28.0K 368.0 shares |
TWIN PEAKS WEALTH ADVISORS, LLC RIA/Wealth | $22.7K 297.0 shares |
NorthRock Partners, LLC RIA/Wealth | $1.5K 20.0 shares |
Institutions with the largest Call and Put options positions in RSPF as of Q3 2025
| Institution | Position Value |
|---|---|
| No call positions found | |
| Institution | Position Value |
|---|---|
| No put positions found | |
Institutions with RSPF as the highest % of their portfolio as of Q3 2025
| Institution | Portfolio Weight |
|---|---|
J Joseph P. Lucia & Associates, LLC RIA/Wealth | 2.36% $6.2M |
Joseph Group Capital Management RIA/Wealth | 2.28% $8.1M |
D Davis Investment Partners, LLC RIA/Wealth | 1.91% $5.6M |
Yoder Wealth Management, Inc. RIA/Wealth | 1.61% $3.4M |
Walker Asset Management, LLC RIA/Wealth | 0.89% $1.6M |
Live Oak Investment Partners RIA/Wealth | 0.89% $1.8M |
Sandbox Financial Partners, LLC RIA/Wealth | 0.48% $1.7M |
PACIFIC SUN FINANCIAL CORP RIA/Wealth | 0.46% $943.4K |
ARKANSAS FINANCIAL GROUP, INC. RIA/Wealth | 0.41% $2.8M |
Allen Capital Group, LLC RIA/Wealth | 0.39% $4.1M |
Discover hedge funds investing in RSPF


| Top Holding | Sector | Market Value | Weight |
|---|---|---|---|
ETF ETF | $680.4M | 1.10% | |
ETF ETF | $582.6M | 0.94% | |
ETF ETF | $489.6M | 0.79% |
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