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Invesco S&P 500 Equal Weight Financials ETF

85 hedge funds and large institutions have $164M invested in Invesco S&P 500 Equal Weight Financials ETF in 2017 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 36 increasing their positions, 16 reducing their positions, and 5 closing their positions.

Holders
85
Holders Change
+17
Holders Change %
+25%
% of All Funds
1.93%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.07%
New
23
Increased
36
Reduced
16
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Bank of America
1
Bank of America
North Carolina
$27.6M 626,008 +78,055 +14%
Morgan Stanley
2
Morgan Stanley
New York
$14.9M 336,662 +110,745 +49%
WF
3
WealthTrust Fairport
Ohio
$14M 317,410 +9,374 +3%
WSTAM
4
Wilbanks Smith & Thomas Asset Management
Virginia
$10.7M 242,058 -17,786 -7%
RJA
5
Raymond James & Associates
Florida
$6.7M 151,793 +82,026 +118%
Wells Fargo
6
Wells Fargo
California
$6.17M 139,803 +4,130 +3%
SAM
7
SignalPoint Asset Management
Missouri
$5.37M 121,647 -9,445 -7%
LPL Financial
8
LPL Financial
California
$5.35M 121,090 +35,675 +42%
MCIA
9
Mountain Capital Investment Advisors
Colorado
$5.17M 117,172 +191 +0.2%
PMG
10
ProVise Management Group
Florida
$4.61M 104,474 +27,326 +35%
ACG
11
Allen Capital Group
Nebraska
$4.52M 102,397 +102,397 New
Goldman Sachs
12
Goldman Sachs
New York
$4.42M 100,034 -15 -0%
HighTower Advisors
13
HighTower Advisors
Illinois
$4.11M 93,531 +5,305 +6%
ACM
14
Avalon Capital Management
California
$3.98M 90,251 -29,667 -25%
RJFSA
15
Raymond James Financial Services Advisors
Florida
$3.13M 70,840 +1,074 +2%
BFEC
16
Benjamin F. Edwards & Company
Missouri
$2.66M 60,344 -145 -0.2%
ACM
17
AlphaStar Capital Management
North Carolina
$2.57M 58,313 +3,749 +7%
LTFS
18
Ladenburg Thalmann Financial Services
Florida
$2.43M 55,054 +20,418 +59%
FI
19
FormulaFolio Investments
Michigan
$2.31M 52,394 +16,362 +45%
UCFA
20
United Capital Financial Advisors
Texas
$1.91M 43,294 -3,156 -7%
FIM
21
Freedom Investment Management
Connecticut
$1.88M 42,618 -13 -0%
UBS Group
22
UBS Group
Switzerland
$1.84M 41,601 +6,746 +19%
AA
23
Advisory Alpha
Michigan
$1.63M 35,134 +35,134 New
Ameriprise
24
Ameriprise
Minnesota
$1.54M 34,966 +3,339 +11%
FF
25
Friedenthal Financial
New Jersey
$1.29M 29,180 +140 +0.5%