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Invesco S&P 500 Equal Weight Financials ETF

107 hedge funds and large institutions have $170M invested in Invesco S&P 500 Equal Weight Financials ETF in 2023 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 29 increasing their positions, 44 reducing their positions, and 16 closing their positions.

Holders
107
Holders Change
-3
Holders Change %
-2.73%
% of All Funds
1.71%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.02%
New
15
Increased
29
Reduced
44
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CHA
51
Carmichael Hill & Associates
Maryland
$454K +$656 +13 +0.1%
SWM
52
SeaCrest Wealth Management
New York
$423K -$30.1K -597 -7%
Jane Street
53
Jane Street
New York
$420K +$101K +2,000 +32%
Creative Planning
54
Creative Planning
Kansas
$404K -$17.1K -338 -4%
PTC
55
Private Trust Company
Ohio
$349K +$322K +6,376 +1,183%
Corient Private Wealth
56
Corient Private Wealth
Florida
$346K +$346K +6,854 New
CP
57
Cumberland Partners
Ontario, Canada
$333K +$333K +6,607 New
Janney Montgomery Scott
58
Janney Montgomery Scott
Pennsylvania
$306K +$306K +6,065 New
MML Investors Services
59
MML Investors Services
Massachusetts
$296K -$5.3K -105 -2%
KPWS
60
Kestra Private Wealth Services
Texas
$281K -$207K -4,093 -42%
IAS
61
IMA Advisory Services
Colorado
$274K -$9.59K -190 -3%
Susquehanna International Group
62
Susquehanna International Group
Pennsylvania
$273K +$273K +5,411 New
SPIA
63
Steward Partners Investment Advisory
New York
$263K +$11.3K +223 +4%
RIA
64
Regal Investment Advisors
Michigan
$254K
WAP
65
Wealthcare Advisory Partners
Pennsylvania
$236K +$53.4K +1,058 +29%
PI
66
PFG Investments
New York
$228K +$228K +4,517 New
EFS
67
Essex Financial Services
Connecticut
$220K -$13.9K -276 -6%
Northwestern Mutual Wealth Management
68
Northwestern Mutual Wealth Management
Wisconsin
$213K -$23.6K -467 -10%
MWPCG
69
Measured Wealth Private Client Group
New Hampshire
$207K -$37.9K -750 -15%
AWM
70
AE Wealth Management
Kansas
$207K +$207K +4,103 New
BAM
71
Belpointe Asset Management
Nevada
$207K +$7.32K +145 +4%
GVAG
72
Great Valley Advisor Group
Delaware
$205K +$5.95K +118 +3%
MP
73
McDonald Partners
Ohio
$202K
JIR
74
James Investment Research
Ohio
$173K -$10K -199 -5%
ACA
75
Atlas Capital Advisors
Wyoming
$135K