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Invesco S&P SmallCap Financials ETF

30 hedge funds and large institutions have $17.1M invested in Invesco S&P SmallCap Financials ETF in 2021 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 6 increasing their positions, 5 reducing their positions, and 3 closing their positions.

Holders
30
Holders Change
+2
Holders Change %
+7.14%
% of All Funds
0.53%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
6
Reduced
5
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Wells Fargo
1
Wells Fargo
California
$5.45M 96,268 -970 -1%
Bank of America
2
Bank of America
North Carolina
$3.14M 55,547 +29,732 +115%
Morgan Stanley
3
Morgan Stanley
New York
$1.99M 35,245 +6,884 +24%
RJA
4
Raymond James & Associates
Florida
$1.8M 31,761 +25,248 +388%
UBS Group
5
UBS Group
Switzerland
$949K 16,773 +9,004 +116%
SWA
6
Stratos Wealth Advisors
Ohio
$933K 16,496 +16,496 New
LPL Financial
7
LPL Financial
California
$617K 10,897 +4,938 +83%
Osaic Holdings
8
Osaic Holdings
Arizona
$503K 8,894 +7,670 +627%
Susquehanna International Group
9
Susquehanna International Group
Pennsylvania
$414K 7,325 +7,325 New
RJFSA
10
Raymond James Financial Services Advisors
Florida
$410K 7,243 -1,144 -14%
CCG
11
Chatham Capital Group
Georgia
$284K 5,020
RAM
12
Riggs Asset Management
Pennsylvania
$180K 3,182 +3,182 New
CF
13
Centaurus Financial
California
$109K 1,935 +1,935 New
CCC
14
Crescent Capital Consulting
Louisiana
$57K 1,000
EFSCE
15
Enterprise Financial Services Corp (EFSC)
Missouri
$51K 895 +895 New
FFA
16
Founders Financial Alliance
North Carolina
$32K 566
MA
17
Montag & Associates
Georgia
$29K 508
PNC Financial Services Group
18
PNC Financial Services Group
Pennsylvania
$23K 400
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$19K 333 -799 -71%
BFEC
20
Benjamin F. Edwards & Company
Missouri
$18K 324
CHA
21
Carmichael Hill & Associates
Maryland
$17K 305
LWM
22
Liberty Wealth Management
California
$17K 348
TWA
23
TCI Wealth Advisors
Arizona
$11K 202
GRP
24
Global Retirement Partners
California
$9K 160 -163 -50%
SPIA
25
Steward Partners Investment Advisory
New York
$8.49K 150 -25 -14%