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Invesco S&P 500 Equal Weight Financials ETF

98 hedge funds and large institutions have $131M invested in Invesco S&P 500 Equal Weight Financials ETF in 2023 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 26 increasing their positions, 45 reducing their positions, and 17 closing their positions.

Holders
98
Holders Change
-9
Holders Change %
-8.41%
% of All Funds
1.55%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
9
Increased
26
Reduced
45
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CHA
51
Carmichael Hill & Associates
Maryland
$460K
Envestnet Asset Management
52
Envestnet Asset Management
Illinois
$454K -$148K -2,890 -25%
AWS
53
Atria Wealth Solutions
New York
$423K +$423K +8,253 New
FANJ
54
Financial Architects (New Jersey)
New Jersey
$420K -$63.7K -1,243 -13%
SWM
55
SeaCrest Wealth Management
New York
$404K -$25.5K -497 -6%
AWM
56
AE Wealth Management
Kansas
$394K +$183K +3,583 +87%
PTC
57
Private Trust Company
Ohio
$369K +$15.4K +300 +4%
RC
58
Rovin Capital
Arizona
$348K +$348K +6,803 New
Corient Private Wealth
59
Corient Private Wealth
Florida
$341K -$9.83K -192 -3%
MML Investors Services
60
MML Investors Services
Massachusetts
$329K +$28.6K +558 +10%
RIA
61
Regal Investment Advisors
Michigan
$257K
SPIA
62
Steward Partners Investment Advisory
New York
$246K -$21.2K -414 -8%
WAP
63
Wealthcare Advisory Partners
Pennsylvania
$232K -$7.22K -141 -3%
PI
64
PFG Investments
New York
$230K -$1.23K -24 -0.5%
OCPWS
65
One Charles Private Wealth Services
Massachusetts
$226K +$226K +4,411 New
EFS
66
Essex Financial Services
Connecticut
$224K +$1.13K +22 +0.5%
MP
67
McDonald Partners
Ohio
$205K
IAS
68
IMA Advisory Services
Colorado
$204K -$74K -1,445 -27%
Northwestern Mutual Wealth Management
69
Northwestern Mutual Wealth Management
Wisconsin
$127K -$89.6K -1,750 -41%
HWA
70
HHM Wealth Advisors
Tennessee
$110K +$17.7K +345 +19%
HNB
71
Huntington National Bank
Ohio
$109K -$107K
TWM
72
Tradition Wealth Management
Minnesota
$72K +$462 +9 +0.6%
ACA
73
Aptus Capital Advisors
Alabama
$61.5K +$61.5K +1,200 New
AF
74
Allworth Financial
California
$59.8K +$59.8K +1,168 New
GRP
75
Global Retirement Partners
California
$46.6K +$2.56K +50 +6%