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Invesco S&P 500 Equal Weight Financials ETF

68 hedge funds and large institutions have $139M invested in Invesco S&P 500 Equal Weight Financials ETF in 2017 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 31 increasing their positions, 16 reducing their positions, and 7 closing their positions.

Holders
68
Holders Change
+2
Holders Change %
+3.03%
% of All Funds
1.7%
Holding in Top 10
4
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+300%
% of All Funds
0.1%
New
10
Increased
31
Reduced
16
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Bank of America
1
Bank of America
North Carolina
$22.6M 547,953 +137,609 +34%
WF
2
WealthTrust Fairport
Ohio
$12.7M 308,036 -21,851 -7%
TCM
3
Tradewinds Capital Management
Washington
$11.3M 273,085 +14,392 +6%
WSTAM
4
Wilbanks Smith & Thomas Asset Management
Virginia
$10.7M 259,844 -15,906 -6%
Morgan Stanley
5
Morgan Stanley
New York
$9.33M 225,917 -16,418 -7%
Wells Fargo
6
Wells Fargo
California
$5.6M 135,673 -26,085 -16%
SAM
7
SignalPoint Asset Management
Missouri
$5.41M 131,092 -1,356 -1%
ACM
8
Avalon Capital Management
California
$4.95M 119,918 +46,388 +63%
MCIA
9
Mountain Capital Investment Advisors
Colorado
$4.83M 116,981 +116,981 New
Goldman Sachs
10
Goldman Sachs
New York
$4.13M 100,049 -36 -0%
HighTower Advisors
11
HighTower Advisors
Illinois
$3.62M 88,226 +4,845 +6%
LPL Financial
12
LPL Financial
California
$3.53M 85,415 +23,620 +38%
PMG
13
ProVise Management Group
Florida
$3.18M 77,148 +6,507 +9%
RJFSA
14
Raymond James Financial Services Advisors
Florida
$2.88M 69,766 +26,574 +62%
RJA
15
Raymond James & Associates
Florida
$2.88M 69,767 +36,316 +109%
BFEC
16
Benjamin F. Edwards & Company
Missouri
$2.5M 60,489 -131 -0.2%
ACM
17
AlphaStar Capital Management
North Carolina
$2.25M 54,564 +54,383 +30,046%
UCFA
18
United Capital Financial Advisors
Texas
$1.92M 46,450 -6,354 -12%
FIM
19
Freedom Investment Management
Connecticut
$1.76M 42,631 +5,511 +15%
FI
20
FormulaFolio Investments
Michigan
$1.49M 36,032 +36,032 New
UBS Group
21
UBS Group
Switzerland
$1.44M 34,855 +7,503 +27%
LTFS
22
Ladenburg Thalmann Financial Services
Florida
$1.43M 34,636 +12,957 +60%
Ameriprise
23
Ameriprise
Minnesota
$1.31M 31,627 +2,095 +7%
FF
24
Friedenthal Financial
New Jersey
$1.2M 29,040 +2,129 +8%
HR
25
Howe & Rusling
New York
$1.06M 25,755 +321 +1%