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Invesco S&P SmallCap Financials ETF

28 hedge funds and large institutions have $9.66M invested in Invesco S&P SmallCap Financials ETF in 2020 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 4 increasing their positions, 7 reducing their positions, and 2 closing their positions.

Holders
28
Holders Change
+4
Holders Change %
+16.67%
% of All Funds
0.5%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
4
Reduced
7
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Wells Fargo
1
Wells Fargo
California
$4.76M 97,238 +49,171 +102%
Morgan Stanley
2
Morgan Stanley
New York
$1.39M 28,361 +7,290 +35%
Bank of America
3
Bank of America
North Carolina
$1.26M 25,815 +11,567 +81%
RJFSA
4
Raymond James Financial Services Advisors
Florida
$411K 8,387 -1,351 -14%
UBS Group
5
UBS Group
Switzerland
$380K 7,769 -5,671 -42%
RJA
6
Raymond James & Associates
Florida
$319K 6,513 +457 +8%
LPL Financial
7
LPL Financial
California
$292K 5,959 -317 -5%
CCG
8
Chatham Capital Group
Georgia
$246K 5,020 +5,020 New
Goldman Sachs
9
Goldman Sachs
New York
$225K 4,588 +4,588 New
Osaic Holdings
10
Osaic Holdings
Arizona
$60K 1,224 -225 -16%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$55K 1,132 -46,983 -98%
CCC
12
Crescent Capital Consulting
Louisiana
$49K 1,000 +1,000 New
FFA
13
Founders Financial Alliance
North Carolina
$28K 566
MA
14
Montag & Associates
Georgia
$25K 508 +508 New
AA
15
Addison Advisors
Vermont
$21K 437 +437 New
PNC Financial Services Group
16
PNC Financial Services Group
Pennsylvania
$20K 400
LWM
17
Liberty Wealth Management
California
$17K 348 -1 -0.3%
BFEC
18
Benjamin F. Edwards & Company
Missouri
$16K 324
GRP
19
Global Retirement Partners
California
$16K 323
CHA
20
Carmichael Hill & Associates
Maryland
$15K 305
CFA
21
Carroll Financial Associates
North Carolina
$10K 217 -537 -71%
TWA
22
TCI Wealth Advisors
Arizona
$10K 202
SPIA
23
Steward Partners Investment Advisory
New York
$9K 175
ASN
24
Advisory Services Network
Georgia
$8K 171
KFI
25
Key Financial Inc
Pennsylvania
$7K 143 +143 New