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Invesco S&P 500 Equal Weight Financials ETF

79 hedge funds and large institutions have $171M invested in Invesco S&P 500 Equal Weight Financials ETF in 2018 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 33 increasing their positions, 21 reducing their positions, and 20 closing their positions.

Holders
79
Holders Change
-6
Holders Change %
-7.06%
% of All Funds
1.81%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
16
Increased
33
Reduced
21
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Bank of America
1
Bank of America
North Carolina
$27.4M 623,712 -2,296 -0.4%
Morgan Stanley
2
Morgan Stanley
New York
$16.1M 367,763 +31,101 +9%
WF
3
WealthTrust Fairport
Ohio
$14.3M 325,286 +7,876 +2%
TCM
4
Tradewinds Capital Management
Washington
$12.1M 276,409 +275,729 +40,548%
WSTAM
5
Wilbanks Smith & Thomas Asset Management
Virginia
$10.1M 230,918 -11,140 -5%
Wells Fargo
6
Wells Fargo
California
$6.53M 148,887 +9,084 +6%
RJA
7
Raymond James & Associates
Florida
$5.54M 126,220 -25,573 -17%
LPL Financial
8
LPL Financial
California
$5.52M 125,853 +4,763 +4%
PMG
9
ProVise Management Group
Florida
$5.18M 118,126 +13,652 +13%
SAM
10
SignalPoint Asset Management
Missouri
$4.72M 107,557 -14,090 -12%
MCIA
11
Mountain Capital Investment Advisors
Colorado
$4.68M 106,590 -10,582 -9%
ACG
12
Allen Capital Group
Nebraska
$4.19M 95,456 -6,941 -7%
OA
13
Oxbow Advisors
Texas
$3.87M 88,110 +88,110 New
RJFSA
14
Raymond James Financial Services Advisors
Florida
$3.59M 81,718 +10,878 +15%
ACM
15
AlphaStar Capital Management
North Carolina
$2.73M 62,306 +3,993 +7%
BFEC
16
Benjamin F. Edwards & Company
Missouri
$2.62M 59,608 -736 -1%
FFWA
17
FRG Family Wealth Advisors
Washington
$2.42M 55,114 +55,114 New
FI
18
FormulaFolio Investments
Michigan
$2.39M 54,423 +2,029 +4%
Goldman Sachs
19
Goldman Sachs
New York
$2.19M 50,000 -50,034 -50%
AA
20
Advisory Alpha
Michigan
$2.11M 47,804 +12,670 +36%
UBS Group
21
UBS Group
Switzerland
$2.09M 47,658 +6,057 +15%
Ameriprise
22
Ameriprise
Minnesota
$2.01M 45,796 +10,830 +31%
FIM
23
Freedom Investment Management
Connecticut
$1.92M 43,712 +1,094 +3%
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$1.89M 43,179 +22,628 +110%
UCFA
25
United Capital Financial Advisors
Texas
$1.85M 42,075 -1,219 -3%