We are live on ! Find out more
RSPF icon

Invesco S&P 500 Equal Weight Financials ETF

93 hedge funds and large institutions have $151M invested in Invesco S&P 500 Equal Weight Financials ETF in 2018 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 25 increasing their positions, 33 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 8

18% more funds holding

Funds holding: 7993 (+14)

1.81% less ownership

Funds ownership: 38.84%37.03% (-1.8%)

12% less capital invested

Capital invested by funds: $171M → $151M (-$20.5M)

24% less repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 33

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
93
Holders Change
+14
Holders Change %
+17.72%
% of All Funds
2.13%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.05%
New
24
Increased
25
Reduced
33
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RJT
26
Raymond James Trust
Florida
$1.28M +$1.33M +30,210 New
HR
27
Howe & Rusling
New York
$1.22M +$30.2K +687 +2%
ECML
28
Eagle Capital Management (Louisiana)
Louisiana
$1.05M -$10.8K -246 -1%
SWP
29
Stratos Wealth Partners
Ohio
$998K +$1.04M +23,577 New
Jane Street
30
Jane Street
New York
$990K -$240K -5,472 -19%
Stifel Financial
31
Stifel Financial
Missouri
$934K -$177K -4,020 -15%
FANJ
32
Financial Architects (New Jersey)
New Jersey
$904K +$939K +21,366 New
CAN
33
Cetera Advisor Networks
California
$832K +$862K +19,621 New
IA
34
IFP Advisors
Florida
$808K -$24.2K -551 -3%
Royal Bank of Canada
35
Royal Bank of Canada
Ontario, Canada
$807K -$1.06M -24,097 -56%
AG
36
Advisor Group
Arizona
$806K +$351K +7,992 +72%
CHA
37
Carmichael Hill & Associates
Maryland
$662K +$51.9K +1,182 +8%
SPIA
38
Steward Partners Investment Advisory
New York
$626K +$650K +14,785 New
SCA
39
Snowden Capital Advisors
New York
$612K +$636K +14,466 New
SHA
40
Seneca House Advisors
Virginia
$600K +$168K +3,826 +37%
KSA
41
Ken Stern & Associates
California
$588K +$173K +3,943 +40%
Susquehanna International Group
42
Susquehanna International Group
Pennsylvania
$585K +$45.9K +1,045 +8%
WI
43
Wintrust Investments
Illinois
$546K -$187K -4,250 -25%
NEIRG
44
New England Investment & Retirement Group
Massachusetts
$541K +$561K +12,778 New
FWM
45
Focused Wealth Management
New York
$531K +$519K +11,812 +1,594%
Janney Montgomery Scott
46
Janney Montgomery Scott
Pennsylvania
$496K -$264 -6 -0.1%
DBIA
47
Dumont & Blake Investment Advisors
New Jersey
$494K +$8.79K +200 +2%
FPGK
48
Financial Partners Group (Kansas)
Kansas
$429K
PSF
49
Pacific Sun Financial
California
$408K +$407K +9,255 New
Commonwealth Equity Services
50
Commonwealth Equity Services
Massachusetts
$369K -$497K -11,315 -56%