RSPF icon

Invesco S&P 500 Equal Weight Financials ETF

92 hedge funds and large institutions have $114M invested in Invesco S&P 500 Equal Weight Financials ETF in 2023 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 26 increasing their positions, 41 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
92
Holders Change
-6
Holders Change %
-6.12%
% of All Funds
1.47%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
5
Increased
26
Reduced
41
Closed
10
Calls
$274K
Puts
$25K
Net Calls
+$249K
Net Calls Change
+$249K
Name Holding Trade Value Shares
Change
Shares
Change %
William Blair & Company
76
William Blair & Company
Illinois
$38K -$7.6K -150 -17%
Bank of Montreal
77
Bank of Montreal
Ontario, Canada
$32.8K
SWM
78
Spire Wealth Management
Virginia
$22.8K
FDCDDQ
79
Federation des caisses Desjardins du Quebec
Quebec, Canada
$20.6K
MIM
80
Macroview Investment Management
Maryland
$18.5K -$3.2K -63 -15%
NFSG
81
Newbridge Financial Services Group
Florida
$17.9K
NA
82
NewEdge Advisors
Louisiana
$16.6K +$51 +1 +0.3%
DZ Bank
83
DZ Bank
Germany
$15.9K
DFA
84
DHJJ Financial Advisors
Illinois
$13.7K +$13.7K +270 New
CPA
85
Cardiff Park Advisors
California
$10.1K
GI
86
Gradient Investments
Minnesota
$5.88K
GWM
87
Guardian Wealth Management
Illinois
$5.36K +$51 +1 +1%
IPW
88
Impact Partnership Wealth
Georgia
$4.06K +$4.06K +80 New
Carson Wealth (CWM LLC)
89
Carson Wealth (CWM LLC)
Nebraska
$4K
FGAM
90
Financial Gravity Asset Management
Texas
$3.51K +$1.02K +21 +41%
CWC
91
Carolinas Wealth Consulting
North Carolina
$3.46K +$3.46K +70 New
GEA
92
Glen Eagle Advisors
New Jersey
$1.01K
MRCM
93
M&R Capital Management
New Jersey
$1.01K
JPMorgan Chase & Co
94
JPMorgan Chase & Co
New York
$51
CAG
95
Csenge Advisory Group
Florida
-$790K -15,425 Closed
AWS
96
Atria Wealth Solutions
New York
-$423K -8,253 Closed
TWM
97
Tradition Wealth Management
Minnesota
-$72K -1,402 Closed
PNC Financial Services Group
98
PNC Financial Services Group
Pennsylvania
-$46.1K -901 Closed
KM
99
Kalos Management
Georgia
-$8.04K -157 Closed
CFO
100
CVA Family Office
Colorado
-$7.68K -150 Closed