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Invesco S&P 500 Equal Weight Financials ETF

101 hedge funds and large institutions have $125M invested in Invesco S&P 500 Equal Weight Financials ETF in 2023 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 19 increasing their positions, 45 reducing their positions, and 4 closing their positions.

Holders
101
Holders Change
+9
Holders Change %
+9.78%
% of All Funds
1.48%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
14
Increased
19
Reduced
45
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SCM
51
Sebold Capital Management
Illinois
$397K -$280K -4,774 -41%
Corient Private Wealth
52
Corient Private Wealth
Florida
$373K
MML Investors Services
53
MML Investors Services
Massachusetts
$345K +$3.16K +54 +0.9%
RC
54
Rovin Capital
Arizona
$332K -$25.9K -442 -7%
RIA
55
Regal Investment Advisors
Michigan
$294K
PI
56
PFG Investments
New York
$263K
Jane Street
57
Jane Street
New York
$259K +$259K +4,413 New
OCPWS
58
One Charles Private Wealth Services
Massachusetts
$255K -$3.75K -64 -1%
WAP
59
Wealthcare Advisory Partners
Pennsylvania
$241K -$20.8K -355 -8%
MP
60
McDonald Partners
Ohio
$234K
IAS
61
IMA Advisory Services
Colorado
$234K
Ameriprise
62
Ameriprise
Minnesota
$233K -$3.92M -66,936 -94%
EFS
63
Essex Financial Services
Connecticut
$212K -$37K -631 -15%
GAM
64
Garrison Asset Management
Arkansas
$202K +$202K +3,447 New
CAL
65
Capital Analysts LLC
Pennsylvania
$171K -$13.9K -237 -8%
William Blair & Company
66
William Blair & Company
Illinois
$161K +$117K +2,000 +267%
PS
67
Principal Securities
Iowa
$144K +$144K +2,459 New
HWA
68
HHM Wealth Advisors
Tennessee
$126K
Northwestern Mutual Wealth Management
69
Northwestern Mutual Wealth Management
Wisconsin
$109K +$9.2K +157 +9%
ASN
70
Advisory Services Network
Georgia
$99.6K +$99.6K +1,700 New
Qube Research & Technologies (QRT)
71
Qube Research & Technologies (QRT)
United Kingdom
$98.1K
WIA
72
Wetzel Investment Advisors
Indiana
$82K +$82K +1,400 New
ACA
73
Aptus Capital Advisors
Alabama
$70.3K
Fidelity Investments
74
Fidelity Investments
Massachusetts
$69K +$16.9K +289 +33%
AF
75
Allworth Financial
California
$68.5K