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Invesco S&P 500 Equal Weight Financials ETF

96 hedge funds and large institutions have $205M invested in Invesco S&P 500 Equal Weight Financials ETF in 2021 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 33 increasing their positions, 32 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
96
Holders Change
+7
Holders Change %
+7.87%
% of All Funds
1.69%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.04%
New
14
Increased
33
Reduced
32
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
FGAM
76
Financial Gravity Asset Management
Texas
$61K +$61K +84 New
SWM
77
Spire Wealth Management
Virginia
$55K
AWA
78
Arkadios Wealth Advisors
Georgia
$54K
Koshinski Asset Management
79
Koshinski Asset Management
Illinois
$45.8K +$45.8K +745 New
IA
80
IFP Advisors
Florida
$36K -$2.38K -40 -6%
Fidelity Investments
81
Fidelity Investments
Massachusetts
$32K +$2.26K +37 +8%
1IA
82
1834 Investment Advisors
Wisconsin
$30K -$21.4K -346 -42%
WT
83
Whittier Trust
California
$28K +$28K +449 New
NFSG
84
Newbridge Financial Services Group
Florida
$25K +$25K +401 New
MFT
85
Moisand Fitzgerald Tamayo
Florida
$12K
BWL
86
Bogart Wealth LLC
Virginia
$10K +$10K +164 New
Rockefeller Capital Management
87
Rockefeller Capital Management
New York
$7K +$7K +125 New
PO
88
Private Ocean
California
$6K -$22.4K -336 -79%
FWP
89
FAS Wealth Partners
Kansas
$6K
CFO
90
CVA Family Office
Colorado
$6K
BW
91
Bison Wealth
Georgia
$3K -$7.9K -137 -72%
HR
92
Howe & Rusling
New York
$3K
MA
93
Montag & Associates
Georgia
$2K
GRP
94
Global Retirement Partners
California
$1K
GEA
95
Glen Eagle Advisors
New Jersey
$614
LHC
96
Little House Capital
Massachusetts
-$2.34M -39,173 Closed
IMC Chicago
97
IMC Chicago
Illinois
-$1.14M -19,114 Closed
Susquehanna International Group
98
Susquehanna International Group
Pennsylvania
-$322K -5,392 Closed
ASN
99
Advisory Services Network
Georgia
-$105K -1,759 Closed
JPMorgan Chase & Co
100
JPMorgan Chase & Co
New York
-$36K -600 Closed