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Invesco S&P SmallCap Financials ETF

25 hedge funds and large institutions have $6.99M invested in Invesco S&P SmallCap Financials ETF in 2024 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 7 increasing their positions, 8 reducing their positions, and 3 closing their positions.

Holders
25
Holders Change
Holders Change %
0%
% of All Funds
0.36%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
7
Reduced
8
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Goldman Sachs
1
Goldman Sachs
New York
$1.49M 26,942 +1,594 +6%
Morgan Stanley
2
Morgan Stanley
New York
$1.22M 21,954 +16 +0.1%
AW
3
Atlas Wealth
Ohio
$538K 9,720 +9,720 New
Citadel Advisors
4
Citadel Advisors
Florida
$506K 9,135 +9,135 New
TRCT
5
Tower Research Capital (TRC)
New York
$502K 9,074 -1,709 -16%
GIA
6
Gladstone Institutional Advisory
Florida
$458K 8,278 +496 +6%
Wells Fargo
7
Wells Fargo
California
$365K 6,599 -2,146 -25%
UBS Group
8
UBS Group
Switzerland
$347K 6,271 +1 +0%
Bank of America
9
Bank of America
North Carolina
$309K 5,573 -169 -3%
LPL Financial
10
LPL Financial
California
$291K 5,258 -515 -9%
KIG
11
Kessler Investment Group
Indiana
$262K 4,738 +4,282 +939%
HCA
12
Harbor Capital Advisors
Illinois
$260K 4,699 +688 +17%
RJFSA
13
Raymond James Financial Services Advisors
Florida
$244K 4,412 -22 -0.5%
Osaic Holdings
14
Osaic Holdings
Arizona
$35.8K 645 -181 -22%
FFA
15
Founders Financial Alliance
North Carolina
$31.3K 566
RAM
16
Riggs Asset Management
Pennsylvania
$28.3K 511 +511 New
AA
17
Addison Advisors
Vermont
$24.2K 437
AWM
18
Avior Wealth Management
Nebraska
$20.1K 362 +2 +0.6%
SPIA
19
Steward Partners Investment Advisory
New York
$15.2K 275 -50 -15%
Jones Financial Companies
20
Jones Financial Companies
Missouri
$12.6K 230
MA
21
Montag & Associates
Georgia
$12.6K 227 -225 -50%
AF
22
Advisornet Financial
Minnesota
$11.1K 200
KFI
23
Key Financial Inc
Pennsylvania
$7.92K 143
Bank of Montreal
24
Bank of Montreal
Ontario, Canada
$5.5K 100
Fidelity Investments
25
Fidelity Investments
Massachusetts
$55 1 +1 New