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Invesco S&P 500 Equal Weight Financials ETF

100 hedge funds and large institutions have $146M invested in Invesco S&P 500 Equal Weight Financials ETF in 2024 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 30 increasing their positions, 36 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
100
Holders Change
+6
Holders Change %
+6.38%
% of All Funds
1.33%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
14
Increased
30
Reduced
36
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
GWM
51
Geneos Wealth Management
Colorado
$512K +$579 +8 +0.1%
Jones Financial Companies
52
Jones Financial Companies
Missouri
$496K +$342K +4,721 +222%
PTC
53
Private Trust Company
Ohio
$496K
Cambridge Investment Research Advisors
54
Cambridge Investment Research Advisors
Iowa
$493K +$1.45K +20 +0.3%
Corient Private Wealth
55
Corient Private Wealth
Florida
$486K -$102K -1,412 -17%
MOS
56
MGO One Seven
Ohio
$426K -$23.1K -319 -5%
SCM
57
Sebold Capital Management
Illinois
$424K -$16.9K -233 -4%
Envestnet Asset Management
58
Envestnet Asset Management
Illinois
$396K -$1.52K -21 -0.4%
PI
59
PFG Investments
New York
$369K
Envestnet Portfolio Solutions
60
Envestnet Portfolio Solutions
Illinois
$368K +$368K +5,090 New
RIA
61
Regal Investment Advisors
Michigan
$364K
MML Investors Services
62
MML Investors Services
Massachusetts
$362K +$506 +7 +0.1%
WAP
63
Wealthcare Advisory Partners
Pennsylvania
$344K +$58K +802 +20%
Citadel Advisors
64
Citadel Advisors
Florida
$320K +$64.2K +887 +25%
OCPWS
65
One Charles Private Wealth Services
Massachusetts
$315K
IAS
66
IMA Advisory Services
Colorado
$288K
MP
67
McDonald Partners
Ohio
$273K
SA
68
Sanctuary Advisors
Indiana
$249K -$7.99K -103 -3%
Ameriprise
69
Ameriprise
Minnesota
$247K -$13.6K -188 -5%
Susquehanna International Group
70
Susquehanna International Group
Pennsylvania
$232K -$651K -8,993 -74%
IWC
71
Integrated Wealth Concepts
Massachusetts
$230K +$1.01K +14 +0.4%
Wealth Enhancement Advisory Services
72
Wealth Enhancement Advisory Services
Minnesota
$202K +$202K +2,789 New
William Blair & Company
73
William Blair & Company
Illinois
$170K
PS
74
Principal Securities
Iowa
$169K -$4.92K -68 -3%
HWA
75
HHM Wealth Advisors
Tennessee
$155K