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Invesco S&P 500 Equal Weight Financials ETF

93 hedge funds and large institutions have $151M invested in Invesco S&P 500 Equal Weight Financials ETF in 2018 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 25 increasing their positions, 33 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 8

18% more funds holding

Funds holding: 7993 (+14)

1.81% less ownership

Funds ownership: 38.84%37.03% (-1.8%)

12% less capital invested

Capital invested by funds: $171M → $151M (-$20.5M)

24% less repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 33

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
93
Holders Change
+14
Holders Change %
+17.72%
% of All Funds
2.13%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.05%
New
24
Increased
25
Reduced
33
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
QCIG
76
Quad-Cities Investment Group
Iowa
$38K +$39.9K +907 New
CF
77
Centaurus Financial
California
$37K +$38.7K +881 New
Northwestern Mutual Wealth Management
78
Northwestern Mutual Wealth Management
Wisconsin
$23K
ASN
79
Advisory Services Network
Georgia
$18K -$284K -6,456 -94%
JCM
80
Jacobi Capital Management
Pennsylvania
$17K +$88 +2 +0.5%
FHA
81
Flagship Harbor Advisors
Massachusetts
$15K +$16.3K +370 New
AOWM
82
Alpha Omega Wealth Management
Virginia
$10K +$5.27K +120 +100%
AF
83
Allworth Financial
California
$7K +$6.81K +155 New
RWA
84
River Wealth Advisors
Pennsylvania
$7K +$7.42K +169 New
PMG
85
ProVise Management Group
Florida
$3.52K -$1.54M -34,999 -30%
SEI Investments
86
SEI Investments
Pennsylvania
$2K -$17.4K -397 -89%
GEA
87
Glen Eagle Advisors
New Jersey
$1.06K +$1.1K +25 New
VNA
88
Valley National Advisers
Pennsylvania
$1K
S
89
SignatureFD
Georgia
$1K +$923 +21 New
SIS
90
Sound Income Strategies
Florida
$1K +$923 +21 New
FRA
91
Front Row Advisors
California
$10
LBC
92
Lowe Brockenbrough & Co
Virginia
-$395K -9,000 Closed
VFA
93
Voya Financial Advisors
Connecticut
-$361K -8,327 Closed
Koshinski Asset Management
94
Koshinski Asset Management
Illinois
-$345K -7,858 Closed
SPI
95
Santori & Peters Inc
Pennsylvania
-$288K -6,565 Closed
PNC Financial Services Group
96
PNC Financial Services Group
Pennsylvania
-$41K -939 Closed
KFA
97
Kabarec Financial Advisors
Illinois
-$8K -173 Closed
IWM
98
IHT Wealth Management
Illinois
-$7K -152 Closed
RCAG
99
Rehmann Capital Advisory Group
Michigan
-$4K -90 Closed