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Invesco S&P 500 Equal Weight Financials ETF

43 hedge funds and large institutions have $68.4M invested in Invesco S&P 500 Equal Weight Financials ETF in 2015 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 13 increasing their positions, 9 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
43
Holders Change
+7
Holders Change %
+19.44%
% of All Funds
1.16%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
13
Increased
13
Reduced
9
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
FANJ
26
Financial Architects (New Jersey)
New Jersey
$323K +$4.39K +143 +1%
Envestnet Asset Management
27
Envestnet Asset Management
Illinois
$280K +$280K +9,122 New
LBC
28
Lowe Brockenbrough & Co
Virginia
$253K
LCM
29
Liberty Capital Management
Michigan
$248K
JPMorgan Chase & Co
30
JPMorgan Chase & Co
New York
$230K -$393K -12,825 -63%
Cambridge Investment Research Advisors
31
Cambridge Investment Research Advisors
Iowa
$227K +$227K +7,399 New
Wells Fargo
32
Wells Fargo
California
$153K +$101K +3,281 +193%
Citigroup
33
Citigroup
New York
$87K +$87K +2,838 New
Bessemer Group
34
Bessemer Group
New Jersey
$78K
AIG
35
American International Group
New York
$29.3K -$203K -6,603 -87%
GWM
36
Gupta Wealth Management
California
$29K +$29K +938 New
WEC
37
Winslow Evans & Crocker
Massachusetts
$22K +$22K +716 New
MFS
38
MSI Financial Services
Massachusetts
$11K
NFG
39
Next Financial Group
Texas
$9K
BFEC
40
Benjamin F. Edwards & Company
Missouri
$6K
BBPWM
41
Blue Bell Private Wealth Management
Pennsylvania
$4K
RIA
42
Regal Investment Advisors
Michigan
$1K +$1K +36 New
ACM
43
Avalon Capital Management
California
-$1.6M -51,422 Closed
Ameriprise
44
Ameriprise
Minnesota
-$387K -12,453 Closed
WI
45
WBI Investments
New Jersey
-$375K -12,047 Closed
BRWM
46
B. Riley Wealth Management
Tennessee
-$109K -3,530 Closed
TRCT
47
Tower Research Capital (TRC)
New York
-$10K -334 Closed
WA
48
WFG Advisors
Texas
-$9K -291 Closed