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Invesco S&P 500 Equal Weight Financials ETF

98 hedge funds and large institutions have $131M invested in Invesco S&P 500 Equal Weight Financials ETF in 2023 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 26 increasing their positions, 45 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
98
Holders Change
-9
Holders Change %
-8.41%
% of All Funds
1.55%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
9
Increased
26
Reduced
45
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Fidelity Investments
76
Fidelity Investments
Massachusetts
$46.3K +$9.37K +183 +25%
PNC Financial Services Group
77
PNC Financial Services Group
Pennsylvania
$46.1K -$10.2K -200 -18%
William Blair & Company
78
William Blair & Company
Illinois
$46.1K
Qube Research & Technologies (QRT)
79
Qube Research & Technologies (QRT)
United Kingdom
$33K -$43.1K -949 -57%
Bank of Montreal
80
Bank of Montreal
Ontario, Canada
$31.8K
FGAM
81
Financial Gravity Asset Management
Texas
$28.6K +$561 +1 +2%
SWM
82
Spire Wealth Management
Virginia
$23K
MIM
83
Macroview Investment Management
Maryland
$21.9K +$102 +2 +0.5%
FDCDDQ
84
Federation des caisses Desjardins du Quebec
Quebec, Canada
$20.8K -$15.6K -304 -43%
NFSG
85
Newbridge Financial Services Group
Florida
$18.1K
NA
86
NewEdge Advisors
Louisiana
$16.7K -$11.2K -218 -40%
DZ Bank
87
DZ Bank
Germany
$16.3K +$16.3K +316 New
CPA
88
Cardiff Park Advisors
California
$10.2K +$10.2K +200 New
KM
89
Kalos Management
Georgia
$8.04K
CFO
90
CVA Family Office
Colorado
$7.68K
AC
91
AlphaCore Capital
California
$7.58K
GI
92
Gradient Investments
Minnesota
$5.94K
GWM
93
Guardian Wealth Management
Illinois
$5.38K +$51 +1 +1%
FWP
94
FAS Wealth Partners
Kansas
$5.12K
Carson Wealth (CWM LLC)
95
Carson Wealth (CWM LLC)
Nebraska
$4K
MA
96
Montag & Associates
Georgia
$1.28K
GEA
97
Glen Eagle Advisors
New Jersey
$1.03K
MRCM
98
M&R Capital Management
New Jersey
$1.02K
Citigroup
99
Citigroup
New York
$922 -$51 -1 -5%
JPMorgan Chase & Co
100
JPMorgan Chase & Co
New York
$41