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Invesco S&P 500 Equal Weight Financials ETF

92 hedge funds and large institutions have $114M invested in Invesco S&P 500 Equal Weight Financials ETF in 2023 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 26 increasing their positions, 41 reducing their positions, and 10 closing their positions.

Holders
92
Holders Change
-6
Holders Change %
-6.12%
% of All Funds
1.47%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
5
Increased
26
Reduced
41
Closed
10
Calls
$274K
Puts
$25K
Net Calls
+$249K
Net Calls Change
+$249K
Name Holding Trade Value Shares
Change
Shares
Change %
CHA
51
Carmichael Hill & Associates
Maryland
$452K -$4.01K -79 -0.9%
SWM
52
SeaCrest Wealth Management
New York
$385K -$15.1K -297 -4%
PTC
53
Private Trust Company
Ohio
$366K
Corient Private Wealth
54
Corient Private Wealth
Florida
$323K -$14.7K -290 -4%
RC
55
Rovin Capital
Arizona
$310K -$35K -690 -10%
MML Investors Services
56
MML Investors Services
Massachusetts
$296K -$29.8K -588 -9%
RIA
57
Regal Investment Advisors
Michigan
$255K
SPIA
58
Steward Partners Investment Advisory
New York
$239K -$4.16K -82 -2%
PI
59
PFG Investments
New York
$228K
WAP
60
Wealthcare Advisory Partners
Pennsylvania
$226K -$3.7K -73 -2%
OCPWS
61
One Charles Private Wealth Services
Massachusetts
$224K
EFS
62
Essex Financial Services
Connecticut
$215K -$6.79K -134 -3%
BW
63
Bison Wealth
Georgia
$209K -$276K -5,435 -57%
MP
64
McDonald Partners
Ohio
$203K
IAS
65
IMA Advisory Services
Colorado
$202K
CAL
66
Capital Analysts LLC
Pennsylvania
$160K -$828K -16,325 -84%
HWA
67
HHM Wealth Advisors
Tennessee
$109K
HNB
68
Huntington National Bank
Ohio
$107K -$109K
CA
69
Clearstead Advisors
Ohio
$91.3K +$91.3K +1,802 New
Northwestern Mutual Wealth Management
70
Northwestern Mutual Wealth Management
Wisconsin
$86.1K -$39.3K -775 -31%
Qube Research & Technologies (QRT)
71
Qube Research & Technologies (QRT)
United Kingdom
$84.9K +$48.1K +949 +131%
ACA
72
Aptus Capital Advisors
Alabama
$60.8K
AF
73
Allworth Financial
California
$59.2K
GRP
74
Global Retirement Partners
California
$46.3K +$996 +20 +2%
Fidelity Investments
75
Fidelity Investments
Massachusetts
$45K -$861 -17 -2%