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Invesco S&P 500 Equal Weight Financials ETF

101 hedge funds and large institutions have $125M invested in Invesco S&P 500 Equal Weight Financials ETF in 2023 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 19 increasing their positions, 45 reducing their positions, and 4 closing their positions.

Holders
101
Holders Change
+9
Holders Change %
+9.78%
% of All Funds
1.48%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
14
Increased
19
Reduced
45
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
WI
26
Wintrust Investments
Illinois
$1.13M -$264K -4,500 -19%
AWM
27
AE Wealth Management
Kansas
$1.09M +$343K +5,737 +46%
Royal Bank of Canada
28
Royal Bank of Canada
Ontario, Canada
$1.06M -$5.74K -98 -0.5%
HI
29
Harbour Investments
Wisconsin
$1.01M -$410 -7 -0%
FIM
30
Freedom Investment Management
Connecticut
$983K -$72.8K -1,243 -7%
Stifel Financial
31
Stifel Financial
Missouri
$934K -$16.1K -275 -2%
Lido Advisors
32
Lido Advisors
California
$894K -$1.68M -28,669 -65%
RJFSA
33
Raymond James Financial Services Advisors
Florida
$838K +$14.9K +255 +2%
LI
34
LVZ Inc
Michigan
$799K -$63.6K -1,085 -7%
DBIA
35
Dumont & Blake Investment Advisors
New Jersey
$771K -$7.79K -133 -1%
PSF
36
Pacific Sun Financial
California
$764K -$10.5K -180 -1%
SS
37
Sunbelt Securities
Texas
$764K -$236K -4,024 -24%
FF
38
Friedenthal Financial
New Jersey
$722K -$24.2K -413 -3%
SB
39
Strategic Blueprint
Georgia
$664K -$62.2K -1,062 -9%
Envestnet Asset Management
40
Envestnet Asset Management
Illinois
$603K +$33.3K +568 +6%
Creative Planning
41
Creative Planning
Kansas
$576K -$50.3K -858 -8%
MOS
42
MGO One Seven
Ohio
$565K -$57K -973 -9%
Commonwealth Equity Services
43
Commonwealth Equity Services
Massachusetts
$547K -$7.96K -136 -1%
CHA
44
Carmichael Hill & Associates
Maryland
$513K -$9.61K -164 -2%
RJA
45
Raymond James & Associates
Florida
$492K -$2.01M -34,299 -80%
GWM
46
Geneos Wealth Management
Colorado
$471K -$63K -1,075 -12%
Susquehanna International Group
47
Susquehanna International Group
Pennsylvania
$455K -$950K -16,210 -68%
PTC
48
Private Trust Company
Ohio
$446K +$23.1K +395 +5%
LOIP
49
Live Oak Investment Partners
Texas
$437K -$1.34M
SWM
50
SeaCrest Wealth Management
New York
$434K -$11.4K -194 -3%