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Invesco S&P 500 Equal Weight Financials ETF

101 hedge funds and large institutions have $125M invested in Invesco S&P 500 Equal Weight Financials ETF in 2023 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 19 increasing their positions, 45 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
101
Holders Change
+9
Holders Change %
+9.78%
% of All Funds
1.48%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
14
Increased
19
Reduced
45
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CA
76
Clearstead Advisors
Ohio
$53.1K -$52.5K -896 -50%
Bank of Montreal
77
Bank of Montreal
Ontario, Canada
$36.2K
SWM
78
Spire Wealth Management
Virginia
$26.4K
T
79
Tidemark
California
$25.6K +$25.6K +436 New
FDCDDQ
80
Federation des caisses Desjardins du Quebec
Quebec, Canada
$23.9K
MIM
81
Macroview Investment Management
Maryland
$21.5K +$117 +2 +0.5%
NFSG
82
Newbridge Financial Services Group
Florida
$20.7K
DZ Bank
83
DZ Bank
Germany
$18.4K
NA
84
NewEdge Advisors
Louisiana
$16.7K -$2.46K -42 -13%
DFA
85
DHJJ Financial Advisors
Illinois
$15.8K
CPA
86
Cardiff Park Advisors
California
$11.7K
CFO
87
CVA Family Office
Colorado
$8.79K +$8.79K +150 New
FGAM
88
Financial Gravity Asset Management
Texas
$7.71K +$3.85K +72 +100%
CPG
89
Custom Portfolio Group
Colorado
$7.33K +$7.33K +125 New
GI
90
Gradient Investments
Minnesota
$6.8K
GWM
91
Guardian Wealth Management
Illinois
$6.23K
Carson Wealth (CWM LLC)
92
Carson Wealth (CWM LLC)
Nebraska
$5K -$313 -5 -6%
IPW
93
Impact Partnership Wealth
Georgia
$4.69K
SA
94
Scarborough Advisors
Maryland
$3.87K +$3.87K +66 New
HPC
95
HM Payson & Co
Maine
$3.81K +$3.81K +65 New
AC
96
AlphaCore Capital
California
$2.87K +$2.87K +49 New
GEA
97
Glen Eagle Advisors
New Jersey
$1.17K
MRCM
98
M&R Capital Management
New Jersey
$1.17K
NP
99
NorthRock Partners
Minnesota
$1.17K +$1.17K +20 New
GRP
100
Global Retirement Partners
California
$562 -$51.7K -920 -99%