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Invesco S&P 500 Equal Weight Financials ETF
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Overview Fund Activity

102 hedge funds and large institutions have $132M invested in Invesco S&P 500 Equal Weight Financials ETF in 2024 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 21 increasing their positions, 44 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
102
Holders Change
+1
Holders Change %
+0.99%
% of All Funds
1.48%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
11
Increased
21
Reduced
44
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
JGCM
1
Joseph Group Capital Management
Ohio
$6.57M
2
Cetera Investment Advisers
2
Cetera Investment Advisers
Illinois
$6.01M
3
SFP
3
Sandbox Financial Partners
Maryland
$1.09M
4
BFG
4
Berger Financial Group
Minnesota
$807K
5
Osaic Holdings
5
Osaic Holdings
Arizona
$3.15M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$8.28M
2
Bank of America
2
Bank of America
North Carolina
$15.8M
3
Cambridge Investment Research Advisors
3
Cambridge Investment Research Advisors
Iowa
$467K
4
IWM
4
IHT Wealth Management
Illinois
$0
5
KAS
5
Kestra Advisory Services
Texas
$4.81M
Name Holding Trade Value Shares
Change 		Shares
Change %
GWM
51
Geneos Wealth Management
Colorado
$500K -$15.7K -244 -3%
SWM
52
SeaCrest Wealth Management
New York
$472K -$3.08K -48 -0.6%
Cambridge Investment Research Advisors
53
Cambridge Investment Research Advisors
Iowa
$467K -$1.63M -25,327 -78%
PTC
54
Private Trust Company
Ohio
$463K -$25.4K -395 -5%
Corient Private Wealth
55
Corient Private Wealth
Florida
$409K – – –
SCM
56
Sebold Capital Management
Illinois
$402K -$33.5K -521 -8%
MML Investors Services
57
MML Investors Services
Massachusetts
$379K +$450 +7 +0.1%
PI
58
PFG Investments
New York
$327K +$38.5K +600 +13%
RIA
59
Regal Investment Advisors
Michigan
$323K – – –
National Bank of Canada
60
National Bank of Canada
Quebec, Canada
$289K +$289K +4,616 New
OCPWS
61
One Charles Private Wealth Services
Massachusetts
$279K – – –
RC
62
Rovin Capital
Arizona
$279K -$85.5K -1,330 -23%
WAP
63
Wealthcare Advisory Partners
Pennsylvania
$261K -$2.44K -38 -0.9%
MP
64
McDonald Partners
Ohio
$257K – – –
IAS
65
IMA Advisory Services
Colorado
$256K – – –
Ameriprise
66
Ameriprise
Minnesota
$245K -$9.51K -148 -4%
EFS
67
Essex Financial Services
Connecticut
$228K -$4.18K -65 -2%
GAM
68
Garrison Asset Management
Arkansas
$221K – – –
IWC
69
Integrated Wealth Concepts
Massachusetts
$202K +$202K +3,139 New
CAL
70
Capital Analysts LLC
Pennsylvania
$190K +$2.44K +38 +1%
William Blair & Company
71
William Blair & Company
Illinois
$177K – – –
PS
72
Principal Securities
Iowa
$157K -$1.09K -17 -0.7%
HWA
73
HHM Wealth Advisors
Tennessee
$138K – – –
Fidelity Investments
74
Fidelity Investments
Massachusetts
$90.1K +$14.5K +225 +19%
WIA
75
Wetzel Investment Advisors
Indiana
$83.9K – – –
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3
4 5