RSPF icon

Invesco S&P 500 Equal Weight Financials ETF

113 hedge funds and large institutions have $266M invested in Invesco S&P 500 Equal Weight Financials ETF in 2021 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 42 increasing their positions, 25 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
113
Holders Change
+17
Holders Change %
+17.71%
% of All Funds
1.75%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
25
Increased
42
Reduced
25
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
BRWA
76
B. Riley Wealth Advisors
Florida
$236K +$236K +3,666 New
ACM
77
AlphaStar Capital Management
North Carolina
$232K -$5.81K -86 -2%
AP
78
Advisors Preferred
Maryland
$223K +$223K +3,449 New
RJT
79
Raymond James Trust
Florida
$222K
ACA
80
Atlas Capital Advisors
Wyoming
$172K -$26K -404 -13%
PNC Financial Services Group
81
PNC Financial Services Group
Pennsylvania
$168K
HWA
82
HHM Wealth Advisors
Tennessee
$116K
BAM
83
Belpointe Asset Management
Nevada
$116K +$836 +13 +0.7%
MCC
84
Money Concepts Capital
Florida
$97K +$97K +1,513 New
GI
85
Gradient Investments
Minnesota
$75K -$78.7K -1,228 -51%
SBL
86
Sargent Bickham Lagudis
Colorado
$75K
Koshinski Asset Management
87
Koshinski Asset Management
Illinois
$72.5K +$24.6K +382 +51%
FDCDDQ
88
Federation des caisses Desjardins du Quebec
Quebec, Canada
$71.3K
EVM
89
Eaton Vance Management
Massachusetts
$69K +$3.33K +52 +5%
RG
90
Retirement Group
California
$64K +$64K +1,000 New
SWM
91
Spire Wealth Management
Virginia
$58K
Fidelity Investments
92
Fidelity Investments
Massachusetts
$41K +$6.78K +104 +20%
Bank of Montreal
93
Bank of Montreal
Ontario, Canada
$40K +$40K +615 New
IA
94
IFP Advisors
Florida
$39K +$64 +1 +0.2%
NFSG
95
Newbridge Financial Services Group
Florida
$38K +$12K +186 +46%
EIP
96
Ellis Investment Partners
Pennsylvania
$32K +$32K +502 New
1IA
97
1834 Investment Advisors
Wisconsin
$31K
WT
98
Whittier Trust
California
$29K
CA
99
Clearstead Advisors
Ohio
$24K +$24K +373 New
GWM
100
Guardian Wealth Management
Illinois
$20K +$20K +304 New