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Invesco S&P SmallCap Financials ETF

26 hedge funds and large institutions have $7.24M invested in Invesco S&P SmallCap Financials ETF in 2024 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 2 increasing their positions, 9 reducing their positions, and 4 closing their positions.

Holders
26
Holders Change
+3
Holders Change %
+13.04%
% of All Funds
0.38%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
2
Reduced
9
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$1.29M 26,640 -35,758 -57%
Goldman Sachs
2
Goldman Sachs
New York
$1.06M 21,874 +5,374 +33%
VF
3
Virtu Financial
New York
$876K 18,097 +18,097 New
TRCT
4
Tower Research Capital (TRC)
New York
$655K 13,521 +10,964 +429%
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$627K 12,957 +12,957 New
Wells Fargo
6
Wells Fargo
California
$463K 9,561 -763 -7%
Citadel Advisors
7
Citadel Advisors
Florida
$414K 8,550 +8,550 New
UBS Group
8
UBS Group
Switzerland
$320K 6,610 -1,105 -14%
Bank of America
9
Bank of America
North Carolina
$318K 6,572 -3,025 -32%
LPL Financial
10
LPL Financial
California
$300K 6,192 -1,291 -17%
GIA
11
Gladstone Institutional Advisory
Florida
$280K 5,790 -2,378 -29%
RJFSA
12
Raymond James Financial Services Advisors
Florida
$220K 4,543 +4,543 New
Osaic Holdings
13
Osaic Holdings
Arizona
$200K 4,136 -1,730 -29%
Northwestern Mutual Wealth Management
14
Northwestern Mutual Wealth Management
Wisconsin
$48.4K 1,000 +1,000 New
FFA
15
Founders Financial Alliance
North Carolina
$27.4K 566
MA
16
Montag & Associates
Georgia
$21.9K 452 -56 -11%
AA
17
Addison Advisors
Vermont
$21.2K 437
AWM
18
Avior Wealth Management
Nebraska
$17.4K 359 +359 New
BFEC
19
Benjamin F. Edwards & Company
Missouri
$16K 324
KIG
20
Kessler Investment Group
Indiana
$15.9K 328 -2 -0.6%
SPIA
21
Steward Partners Investment Advisory
New York
$15.7K 325
RIA
22
Realta Investment Advisors
Delaware
$11K 227 +227 New
AF
23
Advisornet Financial
Minnesota
$9.68K 200
KFI
24
Key Financial Inc
Pennsylvania
$6.92K 143
Bank of Montreal
25
Bank of Montreal
Ontario, Canada
$4.84K 100