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Invesco S&P 500 Equal Weight Financials ETF

66 hedge funds and large institutions have $197M invested in Invesco S&P 500 Equal Weight Financials ETF in 2017 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 24 increasing their positions, 16 reducing their positions, and 5 closing their positions.

Holders
66
Holders Change
+12
Holders Change %
+22.22%
% of All Funds
1.65%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
18
Increased
24
Reduced
16
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
WSTAM
1
Wilbanks Smith & Thomas Asset Management
Virginia
$97.8M 2,593,095 -293,885 -10%
Bank of America
2
Bank of America
North Carolina
$16.8M 445,997 +155,541 +54%
Morgan Stanley
3
Morgan Stanley
New York
$13.1M 348,312 +200,473 +136%
WF
4
WealthTrust Fairport
Ohio
$12.5M 330,460 +32,052 +11%
Wells Fargo
5
Wells Fargo
California
$7.15M 189,701 +39,870 +27%
SAM
6
SignalPoint Asset Management
Missouri
$5.02M 133,044 +80,681 +154%
Cambridge Investment Research Advisors
7
Cambridge Investment Research Advisors
Iowa
$4.08M 108,148 +30,174 +39%
PMG
8
ProVise Management Group
Florida
$3.78M 100,185 +19,090 +24%
Goldman Sachs
9
Goldman Sachs
New York
$3.77M 100,037 -100,663 -50%
FA
10
FDx Advisors
Illinois
$3.3M 87,616 -18,382 -17%
LPL Financial
11
LPL Financial
California
$2.43M 64,724 -16,055 -20%
FANJ
12
Financial Architects (New Jersey)
New Jersey
$1.81M 48,040 -2,267 -5%
HighTower Advisors
13
HighTower Advisors
Illinois
$1.64M 43,747 -7,367 -14%
RJFSA
14
Raymond James Financial Services Advisors
Florida
$1.41M 37,405 +15,402 +70%
SI
15
Stephens Inc
Arkansas
$1.33M 35,246 +35,246 New
LTFS
16
Ladenburg Thalmann Financial Services
Florida
$1.32M 34,981 -12,036 -26%
FIM
17
Freedom Investment Management
Connecticut
$1.29M 34,102 +4,061 +14%
Citadel Advisors
18
Citadel Advisors
Florida
$1.24M 32,861 -5,456 -14%
UBS Group
19
UBS Group
Switzerland
$1.22M 32,379 -65 -0.2%
Ameriprise
20
Ameriprise
Minnesota
$1.17M 30,967 +30,967 New
RJA
21
Raymond James & Associates
Florida
$1.16M 30,832 +13,870 +82%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$966K 25,605 +8,370 +49%
HR
23
Howe & Rusling
New York
$953K 25,267 +287 +1%
FF
24
Friedenthal Financial
New Jersey
$947K 25,108 -43 -0.2%
ECML
25
Eagle Capital Management (Louisiana)
Louisiana
$867K 23,005 +11,793 +105%