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Invesco S&P SmallCap Financials ETF

23 hedge funds and large institutions have $9.29M invested in Invesco S&P SmallCap Financials ETF in 2023 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 4 increasing their positions, 7 reducing their positions, and 7 closing their positions.

Holders
23
Holders Change
-4
Holders Change %
-14.81%
% of All Funds
0.34%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
4
Reduced
7
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$3.07M 62,398 +29,935 +92%
Cambridge Investment Research Advisors
2
Cambridge Investment Research Advisors
Iowa
$1.56M 31,681 +31,681 New
HCA
3
Harbor Capital Advisors
Illinois
$844K 17,165 +10,551 +160%
Goldman Sachs
4
Goldman Sachs
New York
$811K 16,500 -1,218 -7%
Wells Fargo
5
Wells Fargo
California
$508K 10,324 -27,447 -73%
Bank of America
6
Bank of America
North Carolina
$472K 9,597 -1,378 -13%
GIA
7
Gladstone Institutional Advisory
Florida
$402K 8,168 +8,168 New
UBS Group
8
UBS Group
Switzerland
$379K 7,715 -449 -5%
LPL Financial
9
LPL Financial
California
$368K 7,483 -685 -8%
AW
10
Atlas Wealth
Ohio
$310K 7,460
Osaic Holdings
11
Osaic Holdings
Arizona
$289K 5,866 -860 -13%
TRCT
12
Tower Research Capital (TRC)
New York
$126K 2,557 -6,279 -71%
FFA
13
Founders Financial Alliance
North Carolina
$27.8K 566
MA
14
Montag & Associates
Georgia
$25K 508
AA
15
Addison Advisors
Vermont
$21.5K 437
KIG
16
Kessler Investment Group
Indiana
$16.3K 330 +223 +208%
BFEC
17
Benjamin F. Edwards & Company
Missouri
$16K 324
SPIA
18
Steward Partners Investment Advisory
New York
$16K 325 +275 +550%
AF
19
Advisornet Financial
Minnesota
$9.84K 200
Fidelity Investments
20
Fidelity Investments
Massachusetts
$9.84K 200 +200 New
KFI
21
Key Financial Inc
Pennsylvania
$7.03K 143
Bank of Montreal
22
Bank of Montreal
Ontario, Canada
$5K 100
GRP
23
Global Retirement Partners
California
$3.75K 80
Citadel Advisors
24
Citadel Advisors
Florida
-16,137 Closed
Susquehanna International Group
25
Susquehanna International Group
Pennsylvania
-5,394 Closed