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Invesco S&P 500 Equal Weight Financials ETF

107 hedge funds and large institutions have $170M invested in Invesco S&P 500 Equal Weight Financials ETF in 2023 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 29 increasing their positions, 44 reducing their positions, and 16 closing their positions.

Holders
107
Holders Change
-3
Holders Change %
-2.73%
% of All Funds
1.71%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.02%
New
15
Increased
29
Reduced
44
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Carson Wealth (CWM LLC)
101
Carson Wealth (CWM LLC)
Nebraska
$4K
FGAM
102
Financial Gravity Asset Management
Texas
$3.71K -$445 -6 -11%
HGWM
103
Harvest Group Wealth Management
Massachusetts
$3.08K -$101 -2 -3%
MA
104
Montag & Associates
Georgia
$1.26K
MRCM
105
M&R Capital Management
New Jersey
$1.01K
GEA
106
Glen Eagle Advisors
New Jersey
$1.01K +$505 +10 +100%
Citigroup
107
Citigroup
New York
$959 +$959 +19 New
Commonwealth Equity Services
108
Commonwealth Equity Services
Massachusetts
$509 -$23 -450 -4%
JPMorgan Chase & Co
109
JPMorgan Chase & Co
New York
$40 +$40 +1 New
MFG
110
Marmo Financial Group
Tennessee
-$13.7M -242,112 Closed
TCFP
111
Treasure Coast Financial Planning
Florida
-$1.6M -28,403 Closed
CI
112
CX Institutional
Indiana
-$938K -16,620 Closed
OAM
113
Occidental Asset Management
California
-$589K -10,434 Closed
GAM
114
Garrison Asset Management
Arkansas
-$214K -3,792 Closed
FCAG
115
First Capital Advisors Group
New Jersey
-$209K -3,698 Closed
SIA
116
SkyView Investment Advisors
New Jersey
-$209K -3,698 Closed
BRWA
117
B. Riley Wealth Advisors
Florida
-$207K -3,666 Closed
LNC
118
Lincoln National Corp
Pennsylvania
-$204K -3,623 Closed
MCC
119
Money Concepts Capital
Florida
-$172K -3,058 Closed
USCWA
120
U.S. Capital Wealth Advisors
Texas
-$93K -1,648 Closed
DZ Bank
121
DZ Bank
Germany
-$17.8K -316 Closed
EE
122
EWG Elevate
California
-$7.45K -132 Closed
MWM
123
MinichMacGregor Wealth Management
New York
-$6.34K -112 Closed
PO
124
Private Ocean
California
-$5.08K -90 Closed
PA
125
Parallel Advisors
California
-$1.13K -20 Closed