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Invesco S&P 500 Equal Weight Financials ETF

78 hedge funds and large institutions have $171M invested in Invesco S&P 500 Equal Weight Financials ETF in 2021 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 26 increasing their positions, 21 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
78
Holders Change
+12
Holders Change %
+18.18%
% of All Funds
1.37%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
22
Increased
26
Reduced
21
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Susquehanna International Group
26
Susquehanna International Group
Pennsylvania
$849K -$360K -6,445 -30%
Stifel Financial
27
Stifel Financial
Missouri
$837K +$44.6K +799 +6%
Envestnet Asset Management
28
Envestnet Asset Management
Illinois
$809K -$501K -8,975 -38%
OAM
29
Occidental Asset Management
California
$809K -$16.7K -299 -2%
APA
30
American Portfolios Advisors
New York
$782K +$777K +13,916 +13,778%
DBIA
31
Dumont & Blake Investment Advisors
New Jersey
$710K +$20.4K +366 +3%
FANJ
32
Financial Architects (New Jersey)
New Jersey
$684K +$94.1K +1,685 +16%
FF
33
Friedenthal Financial
New Jersey
$659K -$197K -3,529 -23%
MW
34
MBL Wealth
North Carolina
$652K +$652K +11,678 New
CHA
35
Carmichael Hill & Associates
Maryland
$620K -$32.5K -582 -5%
FSA
36
Financial Services Advisory
Maryland
$610K +$81.5K +1,460 +15%
FIM
37
Freedom Investment Management
Connecticut
$605K +$605K +10,836 New
JIR
38
James Investment Research
Ohio
$578K +$29.6K +530 +5%
Citadel Advisors
39
Citadel Advisors
Florida
$575K +$575K +10,299 New
FHC
40
First Heartland Consultants
Missouri
$503K -$294K -5,269 -37%
SWM
41
SeaCrest Wealth Management
New York
$474K +$76K +1,362 +19%
IAS
42
IMA Advisory Services
Colorado
$429K -$1K -18 -0.2%
Baird Financial Group
43
Baird Financial Group
Wisconsin
$406K +$406K +7,269 New
Lido Advisors
44
Lido Advisors
California
$359K -$159K -2,838 -31%
SIA
45
SkyView Investment Advisors
New Jersey
$346K +$346K +6,196 New
MML Investors Services
46
MML Investors Services
Massachusetts
$312K +$7.76K +139 +3%
BCA
47
Bay Colony Advisors
Massachusetts
$299K +$299K +5,352 New
Royal Bank of Canada
48
Royal Bank of Canada
Ontario, Canada
$278K +$163K +2,917 +142%
AFG
49
Arkansas Financial Group
Arkansas
$277K
GAM
50
Garrison Asset Management
Arkansas
$267K +$56 +1 +0%