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Invesco S&P SmallCap Financials ETF

28 hedge funds and large institutions have $9.16M invested in Invesco S&P SmallCap Financials ETF in 2023 Q1 according to their latest regulatory filings, with 0 funds opening new positions, 4 increasing their positions, 10 reducing their positions, and 4 closing their positions.

Holders
28
Holders Change
-6
Holders Change %
-17.65%
% of All Funds
0.45%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
4
Reduced
10
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Wells Fargo
1
Wells Fargo
California
$1.77M 40,896 -68 -0.2%
Morgan Stanley
2
Morgan Stanley
New York
$1.03M 23,800 -751 -3%
Bank of America
3
Bank of America
North Carolina
$921K 21,239 -8,367 -28%
AW
4
Atlas Wealth
Ohio
$791K 18,247 -4,155 -19%
Citadel Advisors
5
Citadel Advisors
Florida
$790K 18,223 +6,990 +62%
Goldman Sachs
6
Goldman Sachs
New York
$770K 17,772 +45 +0.3%
RJA
7
Raymond James & Associates
Florida
$583K 13,456 -229 -2%
GIA
8
Gladstone Institutional Advisory
Florida
$522K 12,045 +7,786 +183%
TRCT
9
Tower Research Capital (TRC)
New York
$467K 10,782 -12,404 -53%
UBS Group
10
UBS Group
Switzerland
$409K 9,438 -3,109 -25%
LPL Financial
11
LPL Financial
California
$398K 9,184 -635 -6%
Osaic Holdings
12
Osaic Holdings
Arizona
$292K 6,742 -161 -2%
FTUS
13
Flow Traders U.S.
New York
$207K 4,786 -11,906 -71%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$42K 967
FFA
15
Founders Financial Alliance
North Carolina
$23.9K 566
MA
16
Montag & Associates
Georgia
$22K 508
AA
17
Addison Advisors
Vermont
$18.9K 437
PNC Financial Services Group
18
PNC Financial Services Group
Pennsylvania
$17.3K 400
BFEC
19
Benjamin F. Edwards & Company
Missouri
$14K 324
CHA
20
Carmichael Hill & Associates
Maryland
$13.2K 305
TFP
21
Tilia Fiduciary Partners
North Carolina
$12.7K 294
TWA
22
TCI Wealth Advisors
Arizona
$8.76K 202
AF
23
Advisornet Financial
Minnesota
$8.67K 200
KFI
24
Key Financial Inc
Pennsylvania
$6.2K 143
KIG
25
Kessler Investment Group
Indiana
$6.17K 142 +32 +29%