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Invesco S&P 500 Equal Weight Financials ETF

110 hedge funds and large institutions have $217M invested in Invesco S&P 500 Equal Weight Financials ETF in 2022 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 25 increasing their positions, 41 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
110
Holders Change
+10
Holders Change %
+10%
% of All Funds
1.77%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.05%
New
23
Increased
25
Reduced
41
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
HNB
76
Huntington National Bank
Ohio
$120K -$109K
HWA
77
HHM Wealth Advisors
Tennessee
$102K
Qube Research & Technologies (QRT)
78
Qube Research & Technologies (QRT)
United Kingdom
$94.4K +$40.2K +713 +74%
USCWA
79
U.S. Capital Wealth Advisors
Texas
$93K +$93K +1,648 New
TWM
80
Tradition Wealth Management
Minnesota
$78K +$78K +1,384 New
SBL
81
Sargent Bickham Lagudis
Colorado
$65.5K
GRP
82
Global Retirement Partners
California
$60.1K +$56 +1 +0.1%
FDCDDQ
83
Federation des caisses Desjardins du Quebec
Quebec, Canada
$58.2K
William Blair & Company
84
William Blair & Company
Illinois
$56.4K
PNC Financial Services Group
85
PNC Financial Services Group
Pennsylvania
$50.8K
FGAM
86
Financial Gravity Asset Management
Texas
$46K -$247K -301 -84%
MIM
87
Macroview Investment Management
Maryland
$40.6K +$113 +2 +0.3%
Fidelity Investments
88
Fidelity Investments
Massachusetts
$38.8K -$21K -372 -35%
Bank of Montreal
89
Bank of Montreal
Ontario, Canada
$35.6K
ASN
90
Advisory Services Network
Georgia
$30.5K +$30.5K +540 New
PTC
91
Private Trust Company
Ohio
$30K +$20.5K +368 +215%
IA
92
IFP Advisors
Florida
$26K -$10.8K -233 -29%
NFSG
93
Newbridge Financial Services Group
Florida
$19.9K -$4.29K -76 -18%
GI
94
Gradient Investments
Minnesota
$19.5K -$2.2K -39 -10%
DZ Bank
95
DZ Bank
Germany
$17.8K
BWL
96
Bogart Wealth LLC
Virginia
$12.1K
KM
97
Kalos Management
Georgia
$8.86K +$8.86K +157 New
CFO
98
CVA Family Office
Colorado
$8.46K
AC
99
AlphaCore Capital
California
$8.35K
EE
100
EWG Elevate
California
$7.45K +$7.45K +132 New