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Invesco S&P 500 Equal Weight Financials ETF

93 hedge funds and large institutions have $151M invested in Invesco S&P 500 Equal Weight Financials ETF in 2018 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 25 increasing their positions, 33 reducing their positions, and 8 closing their positions.

Holders
93
Holders Change
+14
Holders Change %
+17.72%
% of All Funds
2.13%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.05%
New
24
Increased
25
Reduced
33
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Bank of America
1
Bank of America
North Carolina
$26.3M 620,282 -3,430 -0.5%
Morgan Stanley
2
Morgan Stanley
New York
$17.1M 403,577 +35,814 +10%
WF
3
WealthTrust Fairport
Ohio
$14.8M 350,355 +25,069 +8%
Wells Fargo
4
Wells Fargo
California
$6.18M 146,053 -2,834 -2%
FFWA
5
FRG Family Wealth Advisors
Washington
$4.87M 115,099 +59,985 +109%
MCIA
6
Mountain Capital Investment Advisors
Colorado
$4.64M 109,600 +3,010 +3%
SAM
7
SignalPoint Asset Management
Missouri
$4.43M 104,539 -3,018 -3%
RJA
8
Raymond James & Associates
Florida
$4.21M 99,523 -26,697 -21%
HighTower Advisors
9
HighTower Advisors
Illinois
$3.92M 93,283 +93,283 New
ACG
10
Allen Capital Group
Nebraska
$3.9M 92,115 -3,341 -4%
LPL Financial
11
LPL Financial
California
$3.8M 89,702 -36,151 -29%
RJFSA
12
Raymond James Financial Services Advisors
Florida
$3.78M 89,375 +7,657 +9%
OA
13
Oxbow Advisors
Texas
$3.58M 84,575 -3,535 -4%
ACM
14
AlphaStar Capital Management
North Carolina
$3.43M 80,948 +18,642 +30%
FI
15
FormulaFolio Investments
Michigan
$3.34M 78,824 +24,401 +45%
AA
16
Advisory Alpha
Michigan
$2.7M 61,530 +13,726 +29%
BFEC
17
Benjamin F. Edwards & Company
Missouri
$2.57M 60,729 +1,121 +2%
UBS Group
18
UBS Group
Switzerland
$2.28M 53,949 +6,291 +13%
FF
19
Friedenthal Financial
New Jersey
$1.9M 44,926 +14,527 +48%
FIM
20
Freedom Investment Management
Connecticut
$1.89M 44,651 +939 +2%
UCFA
21
United Capital Financial Advisors
Texas
$1.73M 40,759 -1,316 -3%
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$1.67M 39,462 +2,380 +6%
IAS
23
IMA Advisory Services
Colorado
$1.62M 38,281 +17,779 +87%
LTFS
24
Ladenburg Thalmann Financial Services
Florida
$1.52M 34,701
Ameriprise
25
Ameriprise
Minnesota
$1.48M 34,931 -10,865 -24%