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Invesco S&P 500 Equal Weight Financials ETF

110 hedge funds and large institutions have $217M invested in Invesco S&P 500 Equal Weight Financials ETF in 2022 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 25 increasing their positions, 41 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
110
Holders Change
+10
Holders Change %
+10%
% of All Funds
1.77%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.05%
New
23
Increased
25
Reduced
41
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
KPWS
51
Kestra Private Wealth Services
Texas
$545K +$217K +3,853 +66%
FANJ
52
Financial Architects (New Jersey)
New Jersey
$539K +$338 +6 +0.1%
CHA
53
Carmichael Hill & Associates
Maryland
$506K -$27K -479 -5%
SWM
54
SeaCrest Wealth Management
New York
$506K +$113 +2 +0%
Creative Planning
55
Creative Planning
Kansas
$470K -$28.1K -499 -6%
Jane Street
56
Jane Street
New York
$357K -$1.08M -19,096 -75%
MML Investors Services
57
MML Investors Services
Massachusetts
$337K -$159K -2,822 -32%
IAS
58
IMA Advisory Services
Colorado
$317K -$47.4K -841 -13%
RIA
59
Regal Investment Advisors
Michigan
$283K
SPIA
60
Steward Partners Investment Advisory
New York
$282K +$113 +2 +0%
MWPCG
61
Measured Wealth Private Client Group
New Hampshire
$274K -$1.38M -24,538 -83%
Northwestern Mutual Wealth Management
62
Northwestern Mutual Wealth Management
Wisconsin
$265K -$153K -2,708 -37%
EFS
63
Essex Financial Services
Connecticut
$261K +$959 +17 +0.4%
MP
64
McDonald Partners
Ohio
$226K +$226K +4,000 New
BAM
65
Belpointe Asset Management
Nevada
$223K +$223K +3,956 New
GVAG
66
Great Valley Advisor Group
Delaware
$222K +$222K +3,952 New
GAM
67
Garrison Asset Management
Arkansas
$214K -$56.4K -999 -21%
SIA
68
SkyView Investment Advisors
New Jersey
$209K +$209K +3,698 New
FCAG
69
First Capital Advisors Group
New Jersey
$209K -$6.6K -117 -3%
BRWA
70
B. Riley Wealth Advisors
Florida
$207K +$207K +3,666 New
LNC
71
Lincoln National Corp
Pennsylvania
$204K +$204K +3,623 New
WAP
72
Wealthcare Advisory Partners
Pennsylvania
$204K +$204K +3,618 New
JIR
73
James Investment Research
Ohio
$204K
MCC
74
Money Concepts Capital
Florida
$172K +$172K +3,058 New
ACA
75
Atlas Capital Advisors
Wyoming
$151K