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Invesco S&P 500 Equal Weight Financials ETF

101 hedge funds and large institutions have $132M invested in Invesco S&P 500 Equal Weight Financials ETF in 2024 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 21 increasing their positions, 44 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

10% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 10

6% more capital invested

Capital invested by funds: $125M → $132M (+$7.21M)

1% more funds holding

Funds holding: 100101 (+1)

0.18% less ownership

Funds ownership: 47.29%47.11% (-0.18%)

52% less repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 44

Holders
101
Holders Change
+1
Holders Change %
+1%
% of All Funds
1.45%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
11
Increased
21
Reduced
44
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
ACA
76
Aptus Capital Advisors
Alabama
$77.1K
AF
77
Allworth Financial
California
$75.1K
Northwestern Mutual Wealth Management
78
Northwestern Mutual Wealth Management
Wisconsin
$73.4K -$42.9K -712 -38%
CA
79
Clearstead Advisors
Ohio
$56.9K +$301 +5 +0.6%
CFD
80
Creative Financial Designs
Indiana
$45.9K +$43.1K +715 New
Bank of Montreal
81
Bank of Montreal
Ontario, Canada
$39.5K
SWM
82
Spire Wealth Management
Virginia
$28.9K
FDCDDQ
83
Federation des caisses Desjardins du Quebec
Quebec, Canada
$26.1K
MIM
84
Macroview Investment Management
Maryland
$23.7K +$60 +1 +0.3%
T
85
Tidemark
California
$23K -$4.7K -78 -18%
NA
86
NewEdge Advisors
Louisiana
$19.7K +$1.26K +21 +7%
NFSG
87
Newbridge Financial Services Group
Florida
$17.8K -$4.58K -76 -22%
DFA
88
DHJJ Financial Advisors
Illinois
$17.3K
FGAM
89
Financial Gravity Asset Management
Texas
$14.8K +$5.24K +87 +60%
CPA
90
Cardiff Park Advisors
California
$12.8K
Qube Research & Technologies (QRT)
91
Qube Research & Technologies (QRT)
United Kingdom
$11.2K -$90.4K -1,500 -90%
CFO
92
CVA Family Office
Colorado
$9.64K
CPG
93
Custom Portfolio Group
Colorado
$8.03K
GWMI
94
Guardian Wealth Management (Illinois)
Illinois
$6.86K +$60 +1 +0.9%
IPW
95
Impact Partnership Wealth
Georgia
$5.14K
SA
96
Scarborough Advisors
Maryland
$4.24K
Jones Financial Companies
97
Jones Financial Companies
Missouri
$3.85K +$3.62K +60 New
MRCM
98
M&R Capital Management
New Jersey
$1.28K
NP
99
NorthRock Partners
Minnesota
$1.28K
GEA
100
Glen Eagle Advisors
New Jersey
$642 -$603 -10 -50%