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Invesco S&P 500 Equal Weight Financials ETF

114 hedge funds and large institutions have $213M invested in Invesco S&P 500 Equal Weight Financials ETF in 2022 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 45 increasing their positions, 34 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
114
Holders Change
-13
Holders Change %
-10.24%
% of All Funds
1.93%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
15
Increased
45
Reduced
34
Closed
28
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
MCC
101
Money Concepts Capital
Florida
$11K -$189K -3,497 -95%
BWL
102
Bogart Wealth LLC
Virginia
$11K
CFO
103
CVA Family Office
Colorado
$8K
AC
104
AlphaCore Capital
California
$8K +$8K +148 New
DI
105
Disciplined Investments
Oklahoma
$7K +$50 +1 +0.7%
LDFR
106
Lehman & Derafelo Financial Resources
Pennsylvania
$6K +$6K +121 New
Carson Wealth (CWM LLC)
107
Carson Wealth (CWM LLC)
Nebraska
$5K
FWP
108
FAS Wealth Partners
Kansas
$5K
PO
109
Private Ocean
California
$4K
FGAM
110
Financial Gravity Asset Management
Texas
$3.95K -$819 -77 -17%
FFA
111
Founders Financial Alliance
North Carolina
$2K +$2K +30 New
GEA
112
Glen Eagle Advisors
New Jersey
$1.06K +$532 +10 +100%
MA
113
Montag & Associates
Georgia
$1K
Bank of Montreal
114
Bank of Montreal
Ontario, Canada
$34
WWM
115
WJ Wealth Management
Arizona
-$3.03M -47,594 Closed
HWM
116
Horizon Wealth Management
Illinois
-$1.36M -21,387 Closed
FA
117
Fermata Advisors
California
-$1.2M -18,867 Closed
MWM
118
MinichMacGregor Wealth Management
New York
-$852K -13,383 Closed
SA
119
Stewardship Advisors
Pennsylvania
-$688K -10,806 Closed
FANJ
120
Financial Architects (New Jersey)
New Jersey
-$607K -9,538 Closed
BCA
121
Bay Colony Advisors
Massachusetts
-$553K -8,683 Closed
Baird Financial Group
122
Baird Financial Group
Wisconsin
-$413K -6,486 Closed
CA
123
Cetera Advisors
Colorado
-$353K -5,546 Closed
FFS
124
Founders Financial Securities
Maryland
-$312K -4,901 Closed
PAG
125
Private Advisory Group
Washington
-$296K -4,645 Closed