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Invesco S&P SmallCap Financials ETF

23 hedge funds and large institutions have $5.36M invested in Invesco S&P SmallCap Financials ETF in 2024 Q4 according to their latest regulatory filings, with 2 funds opening new positions, 7 increasing their positions, 7 reducing their positions, and 3 closing their positions.

Holders
23
Holders Change
-2
Holders Change %
-8%
% of All Funds
0.31%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
7
Reduced
7
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$1.57M 28,348 +6,394 +29%
AW
2
Atlas Wealth
Ohio
$621K 11,225 +1,505 +15%
HCA
3
Harbor Capital Advisors
Illinois
$464K 8,389 +3,690 +79%
GIA
4
Gladstone Institutional Advisory
Florida
$462K 8,342 +64 +0.8%
Wells Fargo
5
Wells Fargo
California
$359K 6,489 -110 -2%
LPL Financial
6
LPL Financial
California
$329K 5,945 +687 +13%
Bank of America
7
Bank of America
North Carolina
$293K 5,290 -283 -5%
Raymond James Financial
8
Raymond James Financial
Florida
$290K 5,235 +5,235 New
JCM
9
J2 Capital Management
Michigan
$257K 4,649 +4,649 New
TRCT
10
Tower Research Capital (TRC)
New York
$197K 3,561 -5,513 -61%
KIG
11
Kessler Investment Group
Indiana
$172K 3,099 -1,639 -35%
UBS Group
12
UBS Group
Switzerland
$125K 2,254 -4,017 -64%
Jones Financial Companies
13
Jones Financial Companies
Missouri
$56.5K 1,021 +791 +344%
FFA
14
Founders Financial Alliance
North Carolina
$31.3K 566
Osaic Holdings
15
Osaic Holdings
Arizona
$27.4K 494 -151 -23%
AA
16
Addison Advisors
Vermont
$24.2K 437
AWM
17
Avior Wealth Management
Nebraska
$20.3K 366 +4 +1%
RAM
18
Riggs Asset Management
Pennsylvania
$16.1K 292 -219 -43%
SPIA
19
Steward Partners Investment Advisory
New York
$15.2K 275
MA
20
Montag & Associates
Georgia
$12.6K 227
AF
21
Advisornet Financial
Minnesota
$11.1K 200
KFI
22
Key Financial Inc
Pennsylvania
$7.91K 143
Bank of Montreal
23
Bank of Montreal
Ontario, Canada
$5.53K 100
Goldman Sachs
24
Goldman Sachs
New York
-26,942 Closed
Citadel Advisors
25
Citadel Advisors
Florida
-9,135 Closed