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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
IWM
101
IHT Wealth Management
Illinois
-$1.54M -26,310 Closed
AWM
102
AE Wealth Management
Kansas
-$1.09M -18,170 Closed
Jane Street
103
Jane Street
New York
-$259K -4,413 Closed
ASN
104
Advisory Services Network
Georgia
-$99.6K -1,700 Closed
GI
105
Gradient Investments
Minnesota
-$6.8K -116 Closed
Carson Wealth (CWM LLC)
106
Carson Wealth (CWM LLC)
Nebraska
-$5K -80 Closed
HPC
107
HM Payson & Co
Maine
-$3.81K -65 Closed
AC
108
AlphaCore Capital
California
-$2.87K -49 Closed
GRP
109
Global Retirement Partners
California
-$562 -10 Closed
Citigroup
110
Citigroup
New York
-$59 -1 Closed