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Invesco S&P 500 Equal Weight Financials ETF

100 hedge funds and large institutions have $146M invested in Invesco S&P 500 Equal Weight Financials ETF in 2024 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 30 increasing their positions, 36 reducing their positions, and 4 closing their positions.

Holders
100
Holders Change
+6
Holders Change %
+6.38%
% of All Funds
1.33%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
14
Increased
30
Reduced
36
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Stifel Financial
26
Stifel Financial
Missouri
$1.38M +$120K +1,653 +10%
FFWA
27
FRG Family Wealth Advisors
Washington
$1.38M -$26.1K -360 -2%
Raymond James Financial
28
Raymond James Financial
Florida
$1.36M +$1.36M +18,824 New
WAM
29
Walker Asset Management
Missouri
$1.35M -$56.8K -785 -4%
SS
30
Sunbelt Securities
Texas
$1.25M +$238K +3,287 +23%
HI
31
Harbour Investments
Wisconsin
$1.23M -$23.3K -322 -2%
Royal Bank of Canada
32
Royal Bank of Canada
Ontario, Canada
$1.17M -$960K -13,260 -45%
AFP
33
Ausdal Financial Partners
Iowa
$1.15M +$1.15M +15,822 New
Lido Advisors
34
Lido Advisors
California
$1.13M +$189K +2,612 +20%
DBIA
35
Dumont & Blake Investment Advisors
New Jersey
$924K -$13.5K -187 -1%
Commonwealth Equity Services
36
Commonwealth Equity Services
Massachusetts
$897K +$153K +2,116 +21%
CWA
37
Cascade Wealth Advisors
Washington
$890K
PSF
38
Pacific Sun Financial
California
$890K -$3.62K -50 -0.4%
SB
39
Strategic Blueprint
Georgia
$772K -$5.65K -78 -0.7%
MCM
40
MAI Capital Management
Ohio
$761K +$761K +10,516 New
FF
41
Friedenthal Financial
New Jersey
$704K -$5.36K -74 -0.8%
Creative Planning
42
Creative Planning
Kansas
$654K -$39.7K -549 -6%
KAS
43
Kestra Advisory Services
Texas
$647K -$282K -3,893 -30%
FIM
44
Freedom Investment Management
Connecticut
$623K -$110K -1,526 -15%
CA
45
Clearstead Advisors
Ohio
$614K +$548K +7,570 +824%
Truist Financial
46
Truist Financial
North Carolina
$591K +$591K +8,163 New
National Bank of Canada
47
National Bank of Canada
Quebec, Canada
$586K +$242K +3,344 +70%
EAM
48
Empirical Asset Management
Massachusetts
$558K -$19.6K -271 -3%
SWM
49
SeaCrest Wealth Management
New York
$534K +$10.9K +151 +2%
BFG
50
Berger Financial Group
Minnesota
$514K -$40.8K -564 -7%